CrowdStrike (NASDAQ:CRWD) Updates FY 2026 Earnings Guidance

Key Points

• CrowdStrike updated its FY 2026 earnings guidance, projecting EPS of $3.600-$3.720 and revenue between $4.7 billion and $4.8 billion, slightly below the consensus estimates.
• The company's stock rose 1.2%, closing at $422.61 with a trading volume exceeding its average levels.
• CrowdStrike's recent quarterly earnings report showed a 19.8% year-over-year revenue increase, although the company reported a negative net margin of 4.17%.

CrowdStrike (NASDAQ:CRWD - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.600-3.72 for the period, compared to the consensus EPS estimate of 3.517. The company issued revenue guidance of $4.7 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. CrowdStrike also updated its Q3 2026 guidance to 0.930-0.95 EPS.

CrowdStrike Stock Up 1.2%

Shares of CRWD traded up $5.01 during trading hours on Wednesday, hitting $422.61. The company had a trading volume of 6,551,757 shares, compared to its average volume of 3,668,054. The stock has a market capitalization of $105.34 billion, a price-to-earnings ratio of -612.48 and a beta of 1.13. The firm has a fifty day moving average price of $464.64 and a 200-day moving average price of $427.52. CrowdStrike has a 52-week low of $242.25 and a 52-week high of $517.98. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.85 and a current ratio of 1.85.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last posted its quarterly earnings results on Tuesday, June 3rd. The company reported $0.73 EPS for the quarter, beating analysts' consensus estimates of $0.66 by $0.07. CrowdStrike had a negative net margin of 4.17% and a positive return on equity of 0.43%. The firm had revenue of $1.10 billion for the quarter, compared to analysts' expectations of $1.11 billion. During the same quarter in the prior year, the company posted $0.93 earnings per share. The business's revenue for the quarter was up 19.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.440-3.560 EPS. Q2 2026 guidance at 0.820-0.840 EPS. On average, equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

CRWD has been the topic of a number of research analyst reports. Cfra restated a "hold" rating and set a $555.00 price objective (up previously from $517.00) on shares of CrowdStrike in a research report on Thursday, July 10th. Susquehanna boosted their target price on shares of CrowdStrike from $425.00 to $530.00 and gave the company a "positive" rating in a research note on Wednesday, June 4th. JMP Securities restated a "market outperform" rating and issued a $500.00 price target on shares of CrowdStrike in a research note on Wednesday, June 4th. Mizuho lifted their price objective on CrowdStrike from $425.00 to $450.00 and gave the stock a "neutral" rating in a report on Wednesday, June 4th. Finally, BMO Capital Markets lowered their target price on CrowdStrike from $500.00 to $460.00 and set an "outperform" rating on the stock in a report on Monday. Twenty-six investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $464.37.

Insiders Place Their Bets

In related news, Director Roxanne S. Austin sold 15,000 shares of the stock in a transaction dated Wednesday, June 25th. The stock was sold at an average price of $497.67, for a total transaction of $7,465,050.00. Following the completion of the sale, the director owned 18,858 shares in the company, valued at approximately $9,385,060.86. This trade represents a 44.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Denis Oleary sold 15,680 shares of the company's stock in a transaction that occurred on Monday, June 9th. The stock was sold at an average price of $468.93, for a total value of $7,352,822.40. Following the completion of the transaction, the director owned 36,906 shares of the company's stock, valued at $17,306,330.58. The trade was a 29.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 204,414 shares of company stock valued at $96,794,738. Insiders own 3.32% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in CRWD. Pitcairn Co. raised its holdings in CrowdStrike by 9.1% during the 2nd quarter. Pitcairn Co. now owns 624 shares of the company's stock valued at $318,000 after buying an additional 52 shares during the period. FORA Capital LLC purchased a new position in shares of CrowdStrike during the 2nd quarter worth about $1,404,000. Evergreen Capital Management LLC grew its holdings in CrowdStrike by 13.1% during the 2nd quarter. Evergreen Capital Management LLC now owns 1,697 shares of the company's stock valued at $864,000 after purchasing an additional 196 shares during the last quarter. CANADA LIFE ASSURANCE Co raised its position in CrowdStrike by 4.2% in the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 286,706 shares of the company's stock worth $146,121,000 after purchasing an additional 11,483 shares during the period. Finally, Nikulski Financial Inc. lifted its stake in CrowdStrike by 20.9% in the second quarter. Nikulski Financial Inc. now owns 6,280 shares of the company's stock worth $3,198,000 after purchasing an additional 1,086 shares during the last quarter. Hedge funds and other institutional investors own 71.16% 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.

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