CrowdStrike (NASDAQ:CRWD) Updates FY 2027 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) updated its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 4.780-4.900 for the period, compared to the consensus EPS estimate of 3.260. The company issued revenue guidance of $5.9 billion-$5.9 billion, compared to the consensus revenue estimate of $5.9 billion. CrowdStrike also updated its Q1 2027 guidance to 1.060-1.070 EPS.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Robert W. Baird reduced their price target on CrowdStrike from $550.00 to $450.00 and set a “neutral” rating for the company in a report on Monday. Sanford C. Bernstein increased their price target on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research note on Wednesday. Citigroup cut their price target on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating on the stock in a report on Wednesday. UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a report on Wednesday. Finally, BTIG Research cut their target price on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a report on Monday. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Trading Up 4.5%

Shares of CRWD opened at $426.16 on Friday. The stock has a 50 day simple moving average of $432.60 and a 200-day simple moving average of $468.57. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17. The stock has a market cap of $107.43 billion, a PE ratio of -575.88, a PEG ratio of 22.89 and a beta of 1.06. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the business posted $1.03 earnings per share. The company’s revenue was up 23.8% on a year-over-year basis. On average, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the transaction, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Sameer K. Gandhi sold 1,879 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the completion of the transaction, the director owned 763,027 shares in the company, valued at $402,504,372.77. The trade was a 0.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 91,947 shares of company stock valued at $41,438,616. Insiders own 3.32% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat and record ARR: CrowdStrike reported $1.31B revenue and $1.12 adjusted EPS, with ending ARR of ~$5.25B and record net new ARR of $331M — metrics investors prize in recurring-revenue software businesses. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: EU sovereign-cloud partnership and FalconID launch broaden addressable market: A long‑term deal with Schwarz Digits to deliver Falcon on STACKIT (GDPR-compliant sovereign cloud) plus the FalconID AI multifactor auth product target regulated European customers and identity security demand. CrowdStrike and Schwarz Digits Partner to Deliver AI‑Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Analyst support and institutional flows: Scotiabank raised its FY2027 EPS estimate and holds an Outperform/Buy; Baron Global Opportunity Fund increased its CRWD stake and Wells Fargo initiated coverage — all reinforce buy-side interest. CrowdStrike Receives a Buy from Scotiabank
• Neutral Sentiment: Mixed analyst price‑target moves: Several firms raised targets (e.g., Stephens, Rosenblatt, DA Davidson) while others trimmed theirs (Goldman, UBS, Morgan Stanley, BNP/Deutsche Bank). The net effect is continued Wall Street divergence rather than a clear sell‑ or buy‑consensus. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Guidance largely in line: FY2027 revenue and EPS guidance were essentially consistent with analyst expectations — supportive but not a large upside catalyst on its own. CrowdStrike Beats, But AI Concerns Persist
• Negative Sentiment: Valuation and AI‑driven pricing risk: Multiple pieces flag that high multiples and the possibility that agentic AI could compress software pricing or reduce module needs are key risks investors are weighing. Some analysts trimmed forecasts post‑print because of these structural concerns. Why I’m Still Not Buying CrowdStrike Stock
• Negative Sentiment: Mixed analyst downgrades / target cuts: A number of reputable shops lowered price targets after the quarter, signaling caution and limiting near-term upside until proof of durable AI monetization arrives. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

Hedge Funds Weigh In On CrowdStrike

Large investors have recently bought and sold shares of the business. Logan Capital Management Inc. bought a new position in shares of CrowdStrike in the 3rd quarter worth $26,000. Strive Financial Group LLC bought a new position in CrowdStrike during the fourth quarter worth about $29,000. Texas Capital Bancshares Inc TX bought a new position in CrowdStrike during the third quarter worth about $31,000. Quarry LP acquired a new position in shares of CrowdStrike during the 3rd quarter worth about $35,000. Finally, Palisade Asset Management LLC bought a new stake in shares of CrowdStrike in the 3rd quarter valued at about $45,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.