What is KeyCorp’s Forecast for CrowdStrike Q4 Earnings?

CrowdStrike (NASDAQ:CRWD) – KeyCorp issued their Q4 2026 earnings estimates for shares of CrowdStrike in a report released on Monday, January 12th. KeyCorp analyst E. Heath expects that the company will post earnings of $0.19 per share for the quarter. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for CrowdStrike’s current full-year earnings is $0.55 per share. KeyCorp also issued estimates for CrowdStrike’s Q1 2027 earnings at $0.08 EPS, Q2 2027 earnings at $0.17 EPS, Q3 2027 earnings at $0.22 EPS, Q4 2027 earnings at $0.37 EPS and FY2027 earnings at $0.85 EPS.

Several other research analysts have also recently weighed in on the company. Capital One Financial increased their price objective on CrowdStrike from $599.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 3rd. Royal Bank Of Canada restated an “outperform” rating and issued a $621.00 price target on shares of CrowdStrike in a research note on Wednesday, December 3rd. Needham & Company LLC raised their price target on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Finally, Loop Capital set a $550.00 price objective on shares of CrowdStrike in a report on Thursday, December 11th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $555.42.

CrowdStrike Price Performance

CrowdStrike stock opened at $460.70 on Thursday. The company has a market capitalization of $116.14 billion, a price-to-earnings ratio of -365.63, a PEG ratio of 112.57 and a beta of 1.03. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The stock’s 50 day moving average is $498.00 and its 200-day moving average is $480.88.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the firm earned $0.93 EPS. The business’s revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS.

Institutional Investors Weigh In On CrowdStrike

A number of large investors have recently modified their holdings of the business. Brighton Jones LLC boosted its stake in CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after buying an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its stake in CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after acquiring an additional 169 shares in the last quarter. Beacon Financial Group acquired a new position in CrowdStrike during the second quarter worth about $201,000. Woodstock Corp bought a new position in shares of CrowdStrike in the second quarter worth about $204,000. Finally, Post Resch Tallon Group Inc. acquired a new stake in shares of CrowdStrike in the 2nd quarter valued at approximately $231,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Sameer K. Gandhi sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the sale, the director directly owned 765,456 shares of the company’s stock, valued at approximately $421,153,891.20. This trade represents a 0.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,048 shares of company stock worth $35,767,887. Corporate insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: BTIG Research reiterated a “Buy” on CRWD and set a $640 price target, implying substantial upside versus current levels — a clear analyst vote of confidence that can support the share price. BTIG Research Reiterates “Buy” Rating for CrowdStrike (NASDAQ:CRWD)
• Positive Sentiment: A federal judge dismissed the shareholder lawsuit over the July 2024 outage, removing a legal overhang and limiting potential settlement risk — an outcome that reduces near-term litigation uncertainty. CrowdStrike defeats shareholder lawsuit over huge software outage
• Positive Sentiment: CrowdStrike announced it will acquire Seraphic Security (terms undisclosed), expanding its identity-security capabilities — strategic M&A that supports cross-sell and long-term revenue growth. CrowdStrike to acquire Seraphic Security, terms undisclosed
• Positive Sentiment: Market commentary highlights renewed analyst conviction and technical signs of a rebound, noting several brokers reaffirming Buy ratings and that a major skeptic has turned bullish — supportive sentiment that can attract buyers.
• Neutral Sentiment: CEO George Kurtz warned against giving AI agents too much freedom inside corporate systems (calling AI a “drunken intern”), signaling management’s cautious stance on AI deployment — could be read as prudent risk control rather than a growth headwind. CrowdStrike’s (CRWD) CEO Calls AI a ‘Drunken Intern’ amid Acquisition Spree
• Neutral Sentiment: Analyst/industry pieces (Daniel Ives and others) continue to list CrowdStrike among top AI/security plays — positive long-term narrative but not an immediate catalyst. Palantir and CrowdStrike: Daniel Ives Reveals His Top AI Stocks for 2026
• Neutral Sentiment: Research notes highlight reaccelerating growth but flag valuation as a constraint — constructive for fundamentals but keeps some investors cautious. CrowdStrike: Growth Reaccelerating, But Valuation Still A Constraint
• Negative Sentiment: KeyBanc downgraded CrowdStrike to Sector Weight, citing more measured security budgets and valuation concerns — a notable analyst downgrade that can pressure the stock. KeyBanc downgrades CrowdStrike Holdings (CRWD)
• Negative Sentiment: Market headlines and intraday selling drove a steeper-than-market decline yesterday; Zacks examined drivers of the pullback — short-term profit-taking and sensitivity to analyst flow/positioning appear to have amplified the move. Here’s Why CrowdStrike Holdings (CRWD) Fell More Than Broader Market

About CrowdStrike

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.