CrowdStrike (NASDAQ:CRWD) Updates Q1 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.640-0.660 for the period, compared to the consensus EPS 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 %

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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. BMO Capital Markets boosted their target price on shares of CrowdStrike from $380.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday. The Goldman Sachs Group lifted their target price on CrowdStrike from $372.00 to $415.00 and gave the company a “buy” rating in a research note on Tuesday, December 24th. Stifel Nicolaus lowered their price target on CrowdStrike from $475.00 to $435.00 and set a “buy” rating on the stock in a report on Wednesday. Wedbush upped their price objective on shares of CrowdStrike from $390.00 to $395.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Wells Fargo & Company raised their target price on shares of CrowdStrike from $400.00 to $430.00 and gave the company an “overweight” rating in a research note on Wednesday. One investment analyst has rated the stock with a sell rating, eleven have assigned a hold rating, thirty-one have assigned a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $400.10.

Insiders Place Their Bets

In related news, CAO Anurag Saha sold 1,863 shares of the stock in a transaction that occurred on Monday, December 23rd. The stock was sold at an average price of $358.46, for a total transaction of $667,810.98. Following the sale, the chief accounting officer now directly owns 41,059 shares in the company, valued at $14,718,009.14. This represents a 4.34 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO George Kurtz sold 18,071 shares of CrowdStrike stock in a transaction on Monday, December 23rd. The shares were sold at an average price of $359.70, for a total value of $6,500,138.70. Following the completion of the transaction, the chief executive officer now owns 2,159,935 shares of the company’s stock, valued at approximately $776,928,619.50. The trade was a 0.83 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 100,315 shares of company stock valued at $38,387,254. 4.34% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

An institutional investor recently raised its position in CrowdStrike stock. Brighton Jones LLC boosted its position in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,803 shares of the company’s stock after purchasing 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 filing with the Securities and Exchange Commission. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

About CrowdStrike

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.