Cantor Fitzgerald Forecasts CrowdStrike FY2026 Earnings

Key Points

• Cantor Fitzgerald has lowered its FY2026 earnings estimates for CrowdStrike to $0.19 per share from $0.20, while maintaining an "Overweight" rating and a price target of $500.00 on the stock.
• The company reported quarterly earnings of $0.93 per share, exceeding analysts' expectations, with a revenue of $1.17 billion, reflecting a 21.4% increase year-over-year.
• Insider sales included CFO Burt W. Podbere selling 11,883 shares and CEO George Kurtz selling 42,267 shares, reflecting a decrease in their respective ownership stakes.

CrowdStrike (NASDAQ:CRWD - Free Report) - Research analysts at Cantor Fitzgerald lowered their FY2026 earnings estimates for CrowdStrike in a research report issued to clients and investors on Thursday, September 18th. Cantor Fitzgerald analyst J. Ruykhaver now anticipates that the company will post earnings per share of $0.19 for the year, down from their prior forecast of $0.20. Cantor Fitzgerald has a "Overweight" rating and a $500.00 price objective on the stock. The consensus estimate for CrowdStrike's current full-year earnings is $0.55 per share.

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

CRWD has been the subject of a number of other research reports. Barclays raised their price objective on shares of CrowdStrike from $500.00 to $515.00 and gave the company an "overweight" rating in a report on Thursday. Stifel Nicolaus boosted their price objective on shares of CrowdStrike from $495.00 to $515.00 and gave the stock a "buy" rating in a research note on Thursday. KeyCorp increased their price objective on CrowdStrike from $495.00 to $510.00 and gave the company an "overweight" rating in a report on Thursday. DZ Bank raised CrowdStrike from a "strong sell" rating to a "hold" rating in a report on Thursday, August 28th. Finally, Bank of America reissued a "neutral" rating and issued a $470.00 price target (up previously from $420.00) on shares of CrowdStrike in a research note on Wednesday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nineteen have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $476.41.

CrowdStrike Stock Performance

CrowdStrike stock traded down $9.41 during trading hours on Monday, hitting $493.14. The stock had a trading volume of 3,872,883 shares, compared to its average volume of 3,994,004. The business's 50 day simple moving average is $442.94 and its 200-day simple moving average is $430.74. CrowdStrike has a one year low of $272.67 and a one year high of $517.98. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors and hedge funds have recently added to or reduced their stakes in CRWD. Vanguard Group Inc. increased its position in shares of CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company's stock valued at $11,933,425,000 after acquiring an additional 596,007 shares during the last quarter. State Street Corp lifted its position in shares of CrowdStrike by 3.6% during the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company's stock valued at $5,502,917,000 after buying an additional 370,965 shares during the last quarter. Jennison Associates LLC boosted its position in CrowdStrike by 21.1% during the first quarter. Jennison Associates LLC now owns 6,565,275 shares of the company's stock worth $2,314,785,000 after purchasing an additional 1,144,295 shares during the period. Geode Capital Management LLC boosted its holdings in CrowdStrike by 5.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company's stock worth $2,903,752,000 after buying an additional 273,922 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company's stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company's stock.

Insiders Place Their Bets

In related news, Director Sameer K. Gandhi sold 6,250 shares of the company's stock in a transaction that occurred on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the transaction, the director directly owned 768,511 shares of the company's stock, valued at approximately $315,335,433.52. This represents a 0.81% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Johanna Flower sold 2,073 shares of the stock in a transaction on Tuesday, July 15th. The stock was sold at an average price of $474.21, for a total value of $983,037.33. Following the completion of the transaction, the director owned 81,383 shares in the company, valued at approximately $38,592,632.43. This represents a 2.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 101,741 shares of company stock worth $47,456,437 over the last three months. Insiders own 3.32% of the company's stock.

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.