CrowdStrike (NASDAQ:CRWD) Updates FY 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.330-3.450 for the period, compared to the consensus earnings per share estimate of 4.430. The company issued revenue guidance of $4.7 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. CrowdStrike also updated its Q1 2026 guidance to 0.640-0.660 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on CRWD shares. The Goldman Sachs Group boosted their price target on shares of CrowdStrike from $372.00 to $415.00 and gave the company a “buy” rating in a research note on Tuesday, December 24th. Jefferies Financial Group boosted their target price on CrowdStrike from $415.00 to $450.00 and gave the company a “buy” rating in a research report on Thursday, December 19th. Robert W. Baird restated a “neutral” rating and set a $430.00 price target (up from $390.00) on shares of CrowdStrike in a research report on Monday, February 3rd. HSBC downgraded CrowdStrike from a “buy” rating to a “hold” rating and set a $347.00 price objective on the stock. in a report on Wednesday, November 27th. Finally, Bank of America increased their target price on CrowdStrike from $400.00 to $420.00 and gave the stock a “buy” rating in a research note on Wednesday, February 26th. One research analyst has rated the stock with a sell rating, eleven have assigned a hold rating, twenty-nine have given a buy rating and three have issued a strong buy rating to the stock. According to MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $391.75.

CrowdStrike Stock Performance

Shares of CRWD opened at $390.16 on Wednesday. CrowdStrike has a 12-month low of $200.81 and a 12-month high of $455.59. The company has a current ratio of 1.86, a quick ratio of 1.86 and a debt-to-equity ratio of 0.24. The firm has a market cap of $96.10 billion, a PE ratio of 765.03, a price-to-earnings-growth ratio of 17.86 and a beta of 1.16. The company’s 50 day simple moving average is $387.85 and its 200-day simple moving average is $337.82.

Insider Buying and Selling

In related news, Director Sameer K. Gandhi sold 6,250 shares of the company’s stock in a transaction that occurred on Thursday, January 2nd. The stock was sold at an average price of $345.65, for a total value of $2,160,312.50. Following the sale, the director now owns 811,842 shares in the company, valued at $280,613,187.30. This represents a 0.76 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Shawn Henry sold 4,000 shares of the business’s stock in a transaction on Tuesday, February 18th. The stock was sold at an average price of $450.67, for a total value of $1,802,680.00. Following the sale, the insider now owns 94,214 shares in the company, valued at approximately $42,459,423.38. The trade was a 4.07 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 100,315 shares of company stock valued at $38,387,254 over the last quarter. 4.34% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A hedge fund recently raised its stake in CrowdStrike stock. Brighton Jones LLC boosted its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,803 shares of the company’s stock after buying an additional 2,417 shares during the quarter. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 as of its most recent filing with the SEC. Institutional investors own 71.16% of the company’s stock.

About CrowdStrike

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.