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 3.700-3.720 for the period, compared to the consensus earnings per share 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 Up 2.5%

NASDAQ:CRWD traded up $12.42 during trading hours on Tuesday, hitting $516.55. The stock had a trading volume of 4,671,799 shares, compared to its average volume of 3,420,558. The business has a 50 day simple moving average of $511.99 and a two-hundred day simple moving average of $477.91. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. 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 company has a market cap of $129.63 billion, a PE ratio of -434.07, a price-to-earnings-growth ratio of 120.02 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data 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 company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Wedbush reaffirmed an “outperform” rating and set a $600.00 price objective on shares of CrowdStrike in a research report on Monday. Scotiabank raised CrowdStrike from a “sector perform” rating to a “sector outperform” rating and upped their target price for the company from $440.00 to $600.00 in a report on Thursday, September 25th. Royal Bank Of Canada raised their price target on CrowdStrike from $540.00 to $621.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. JPMorgan Chase & Co. boosted their price objective on CrowdStrike from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Monday. Finally, New Street Research set a $460.00 target price on CrowdStrike in a research report on Thursday, August 28th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $549.89.

Insider Buying and Selling

In other CrowdStrike news, Director Sameer K. Gandhi sold 6,250 shares of the firm’s stock in a transaction dated Thursday, September 4th. The shares were sold at an average price of $410.32, for a total value of $2,564,500.00. Following the completion of the transaction, the director directly owned 768,511 shares in the company, valued at $315,335,433.52. This trade represents a 0.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO George Kurtz sold 17,830 shares of CrowdStrike stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $494.53, for a total transaction of $8,817,469.90. Following the completion of the transaction, the chief executive officer directly owned 2,115,057 shares in the company, valued at approximately $1,045,959,138.21. This trade represents a 0.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 116,622 shares of company stock valued at $58,561,456. Insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

Several hedge funds and other institutional investors have recently modified their holdings of CRWD. Logan Capital Management Inc. purchased a new stake in shares of CrowdStrike in the third quarter worth approximately $26,000. Texas Capital Bancshares Inc TX acquired a new position in CrowdStrike in the 3rd quarter valued at approximately $31,000. Quarry LP purchased a new stake in CrowdStrike in the 3rd quarter worth approximately $35,000. Palisade Asset Management LLC acquired a new stake in shares of CrowdStrike during the 3rd quarter valued at $45,000. Finally, JPL Wealth Management LLC acquired a new stake in shares of CrowdStrike during the 3rd quarter valued at $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.