CrowdStrike (NASDAQ:CRWD) Issues FY 2027 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.780-4.900 for the period, compared to the consensus earnings per share 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.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $391.42 on Wednesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company has a fifty day moving average of $434.98 and a 200-day moving average of $469.29. The firm has a market capitalization of $98.68 billion, a P/E ratio of -310.65, a P/E/G ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the company posted $1.03 earnings per share. The business’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, sell-side analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Analysts Set New Price Targets

A number of analysts have commented on the stock. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. Stephens set a $465.00 target price on CrowdStrike in a report on Wednesday, February 25th. Truist Financial cut their target price on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. JPMorgan Chase & Co. lowered their price target on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Finally, Morgan Stanley raised their price objective on CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research note on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $520.43.

Insider Buying and Selling at CrowdStrike

In other news, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the transaction, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated 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 sale, 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

Institutional Trading of CrowdStrike

A number of institutional investors have recently made changes to their positions in the stock. Compound Planning Inc. increased its position in shares of CrowdStrike by 24.2% in the fourth quarter. Compound Planning Inc. now owns 4,000 shares of the company’s stock valued at $1,875,000 after acquiring an additional 780 shares during the period. Claris Financial LLC purchased a new stake in CrowdStrike in the fourth quarter worth $221,000. Axxcess Wealth Management LLC boosted its holdings in CrowdStrike by 17.1% in the fourth quarter. Axxcess Wealth Management LLC now owns 4,846 shares of the company’s stock valued at $2,272,000 after acquiring an additional 707 shares in the last quarter. Birchwood Financial Partners Inc. bought a new stake in CrowdStrike in the fourth quarter valued at $94,000. Finally, Corient Private Wealth LLC increased its position in shares of CrowdStrike by 327.3% during the fourth quarter. Corient Private Wealth LLC now owns 141,561 shares of the company’s stock valued at $66,358,000 after buying an additional 108,433 shares during the period. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.