Cantor Fitzgerald Lifts Earnings Estimates for CrowdStrike

Key Points

• Cantor Fitzgerald has raised its FY2026 earnings per share estimate for CrowdStrike to $0.22, up from a previous forecast of ($0.65), maintaining an "Overweight" rating and a target price of $475.00.
• Despite the positive forecast from Cantor Fitzgerald, other analysts have adjusted their target prices downward, with Canaccord Genuity lowering it from $475.00 to $430.00, and Piper Sandler from $505.00 to $450.00.
• CrowdStrike reported quarterly earnings of $0.93 per share, exceeding the consensus estimate of $0.83, with a revenue increase of 21.4% year-over-year to $1.17 billion.

CrowdStrike (NASDAQ:CRWD - Free Report) - Stock analysts at Cantor Fitzgerald increased their FY2026 EPS estimates for CrowdStrike in a note issued to investors on Thursday, August 28th. Cantor Fitzgerald analyst J. Ruykhaver now forecasts that the company will post earnings per share of $0.22 for the year, up from their previous estimate of ($0.65). Cantor Fitzgerald has a "Overweight" rating and a $475.00 price target on the stock. The consensus estimate for CrowdStrike's current full-year earnings is $0.55 per share.

CRWD has been the topic of several other reports. Rosenblatt Securities dropped their price objective on CrowdStrike from $515.00 to $490.00 and set a "buy" rating on the stock in a report on Thursday, August 28th. New Street Research set a $460.00 price target on shares of CrowdStrike in a research note on Thursday, August 28th. Stephens boosted their price target on shares of CrowdStrike from $450.00 to $540.00 and gave the stock an "overweight" rating in a report on Wednesday, June 4th. Oppenheimer restated an "outperform" rating and set a $520.00 price objective on shares of CrowdStrike in a research report on Thursday, August 28th. Finally, Macquarie reiterated a "neutral" rating and issued a $465.00 target price on shares of CrowdStrike in a research report on Friday. Twenty-four equities research analysts have rated the stock with a Buy rating and nineteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $460.10.

CrowdStrike Price Performance

Shares of CrowdStrike stock traded down $10.20 on Monday, hitting $413.50. The company's stock had a trading volume of 3,752,882 shares, compared to its average volume of 3,739,097. The company has a market capitalization of $103.06 billion, a price-to-earnings ratio of -347.48 and a beta of 1.12. CrowdStrike has a 1 year low of $242.25 and a 1 year high of $517.98. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. The firm has a fifty day moving average price of $460.11 and a 200-day moving average price of $427.09.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last posted its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.83 by $0.10. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. During the same period in the prior year, the company posted $1.04 EPS. The company's revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS.

Insiders Place Their Bets

In other news, Director Sameer K. Gandhi sold 6,250 shares of the firm's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $447.09, for a total value of $2,794,312.50. Following the transaction, the director directly owned 774,761 shares of the company's stock, valued at approximately $346,387,895.49. This trade represents a 0.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Johanna Flower sold 2,073 shares of the business's stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $474.21, for a total transaction of $983,037.33. Following the transaction, the director owned 81,383 shares in the company, valued at $38,592,632.43. The trade was a 2.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 188,164 shares of company stock valued at $88,876,050. Corporate insiders own 3.32% of the company's stock.

Institutional Investors Weigh In On CrowdStrike

A number of large investors have recently made changes to their positions in CRWD. PVG Asset Management Corp purchased a new position in CrowdStrike during the second quarter worth approximately $238,000. Total Investment Management Inc. acquired a new stake in shares of CrowdStrike in the 2nd quarter worth $39,000. Centaurus Financial Inc. raised its holdings in shares of CrowdStrike by 6.8% during the 2nd quarter. Centaurus Financial Inc. now owns 5,319 shares of the company's stock worth $2,709,000 after acquiring an additional 339 shares during the period. China Universal Asset Management Co. Ltd. boosted its position in shares of CrowdStrike by 41.2% during the 2nd quarter. China Universal Asset Management Co. Ltd. now owns 8,155 shares of the company's stock valued at $4,153,000 after acquiring an additional 2,379 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its position in shares of CrowdStrike by 7.0% during the 2nd quarter. Thrivent Financial for Lutherans now owns 59,532 shares of the company's stock valued at $30,234,000 after acquiring an additional 3,878 shares during the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

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.