CrowdStrike (NASDAQ:CRWD) Updates Q1 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.640-0.660 for the period, compared to the consensus earnings per share estimate of 0.960. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. CrowdStrike also updated its FY 2026 guidance to 3.330-3.450 EPS.

CrowdStrike Stock Down 6.3 %

NASDAQ CRWD opened at $365.44 on Thursday. The company has a market capitalization of $90.01 billion, a P/E ratio of 716.56, a PEG ratio of 17.86 and a beta of 1.19. CrowdStrike has a 12 month low of $200.81 and a 12 month high of $455.59. The company’s 50 day simple moving average is $387.84 and its 200 day simple moving average is $338.02. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.86 and a quick ratio of 1.86.

Analysts Set New Price Targets

A number of brokerages have issued reports on CRWD. Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a research note on Wednesday. Hsbc Global Res lowered shares of CrowdStrike from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 27th. Robert W. Baird lowered their price objective on shares of CrowdStrike from $440.00 to $405.00 and set a “neutral” rating for the company in a research report on Wednesday. Stifel Nicolaus lowered their price objective on CrowdStrike from $475.00 to $435.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, Wedbush increased their price target on CrowdStrike from $390.00 to $395.00 and gave the company an “outperform” rating in a research note on Wednesday. One analyst has rated the stock with a sell rating, eleven have assigned a hold rating, thirty-one have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $400.10.

Insider Buying and Selling

In related news, Director Sameer K. Gandhi sold 17,120 shares of the business’s stock in a transaction dated Monday, February 10th. The stock was sold at an average price of $428.13, for a total value of $7,329,585.60. Following the transaction, the director now owns 780,592 shares in the company, valued at approximately $334,194,852.96. The trade was a 2.15 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Shawn Henry sold 4,000 shares of the stock in a transaction that occurred on Tuesday, February 18th. The shares were sold at an average price of $450.67, for a total value of $1,802,680.00. Following the transaction, the insider now owns 94,214 shares of the company’s stock, valued at approximately $42,459,423.38. This trade represents a 4.07 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 100,315 shares of company stock valued at $38,387,254. 4.34% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CrowdStrike

An institutional investor recently raised its position in CrowdStrike stock. Brighton Jones LLC lifted its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,803 shares of the company’s stock after acquiring an additional 2,417 shares during the quarter. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 as of its most recent SEC filing. Hedge funds and other institutional investors 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.