CrowdStrike (NASDAQ:CRWD) Releases FY 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.700-3.720 for the period, compared to the consensus estimate of 2.290. The company issued revenue guidance of $4.8 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. CrowdStrike also updated its Q4 2026 guidance to 1.090-1.110 EPS.

CrowdStrike Stock Performance

Shares of CRWD stock traded up $12.42 during mid-day trading on Tuesday, reaching $516.55. The stock had a trading volume of 4,779,774 shares, compared to its average volume of 3,422,241. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The firm has a market cap of $129.63 billion, a price-to-earnings ratio of -434.07, a PEG ratio of 120.02 and a beta of 1.09. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. The business’s fifty day moving average is $511.99 and its 200-day moving average is $477.91.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on CRWD shares. Westpark Capital reissued a “hold” rating on shares of CrowdStrike in a research note on Wednesday, October 15th. Piper Sandler decreased their price objective on shares of CrowdStrike from $505.00 to $450.00 and set a “neutral” rating on the stock in a report on Thursday, August 28th. Sanford C. Bernstein cut their target price on shares of CrowdStrike from $371.00 to $343.00 and set a “market perform” rating for the company in a research note on Thursday, August 28th. TD Cowen upped their price target on shares of CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a research report on Friday, October 3rd. Finally, BTIG Research lifted their price objective on CrowdStrike from $489.00 to $640.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $549.89.

Insider Buying and Selling at CrowdStrike

In other news, Director Sameer K. Gandhi sold 6,250 shares of the business’s stock in a transaction that occurred on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the transaction, the director directly owned 768,511 shares in the company, valued at $315,335,433.52. The trade was a 0.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, President Michael Sentonas sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $500.00, for a total value of $10,000,000.00. Following the completion of the sale, the president owned 379,116 shares of the company’s stock, valued at $189,558,000. This trade represents a 5.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 116,622 shares of company stock valued at $58,561,456. Insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Logan Capital Management Inc. purchased a new stake in CrowdStrike in the 3rd quarter valued at $26,000. Texas Capital Bancshares Inc TX acquired a new position in shares of CrowdStrike during the 3rd quarter valued at about $31,000. Quarry LP purchased a new stake in shares of CrowdStrike in the third quarter valued at about $35,000. Palisade Asset Management LLC purchased a new stake in shares of CrowdStrike in the third quarter valued at about $45,000. Finally, JPL Wealth Management LLC acquired a new stake in CrowdStrike during the third quarter worth about $52,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Company Profile

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.