CrowdStrike Q2 EPS Estimate Boosted by Capital One Financial

Key Points

• Analysts at Capital One Financial have increased CrowdStrike's Q2 2027 earnings estimates from $0.09 to $0.11 per share, reflecting growing confidence in the company's financial performance.
• CrowdStrike's recent earnings report showed a positive EPS of $0.93, exceeding expectations and indicating a revenue increase of 21.4% year-over-year.
• Several analysts have raised their price targets for CrowdStrike, with new targets ranging from $510.00 to $550.00, reflecting a strong bullish outlook on the company's stock.

CrowdStrike (NASDAQ:CRWD - Free Report) - Equities researchers at Capital One Financial upped their Q2 2027 earnings estimates for shares of CrowdStrike in a research note issued to investors on Wednesday, September 17th. Capital One Financial analyst C. Murphy now anticipates that the company will post earnings of $0.11 per share for the quarter, up from their previous estimate of $0.09. Capital One Financial currently has a "Overweight" rating and a $519.00 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 released its quarterly 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 return on equity of 1.53% and a negative net margin of 6.84%.The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same quarter in the previous year, the company posted $1.04 EPS. The business's revenue 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.

A number of other brokerages have also commented on CRWD. Stifel Nicolaus raised their price target on CrowdStrike from $495.00 to $515.00 and gave the company a "buy" rating in a report on Thursday. BTIG Research reiterated a "buy" rating and set a $489.00 price target on shares of CrowdStrike in a report on Thursday. KeyCorp raised their price objective on CrowdStrike from $495.00 to $510.00 and gave the company an "overweight" rating in a research note on Thursday. Westpark Capital reissued a "hold" rating on shares of CrowdStrike in a research note on Thursday, August 28th. Finally, Robert W. Baird boosted their price objective on CrowdStrike from $460.00 to $490.00 and gave the company a "neutral" rating in a research report on Friday. One investment 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 target price of $476.41.

CrowdStrike Stock Down 1.0%

NASDAQ:CRWD traded down $5.05 during trading hours on Friday, hitting $497.50. The stock had a trading volume of 2,473,724 shares, compared to its average volume of 3,722,250. The company has a market cap of $124.85 billion, a PE ratio of -417.91, a price-to-earnings-growth ratio of 120.33 and a beta of 1.12. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. The business has a 50 day simple moving average of $442.94 and a two-hundred day simple moving average of $430.74. CrowdStrike has a 1-year low of $272.67 and a 1-year high of $517.98.

Insider Activity

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, CFO Burt W. Podbere sold 11,883 shares of the company's stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total value of $5,412,350.01. Following the completion of the transaction, the chief financial officer directly owned 231,130 shares of the company's stock, valued at approximately $105,272,781.10. This represents a 4.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 101,741 shares of company stock worth $47,456,437. 3.32% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently made changes to their positions in the stock. Watts Gwilliam & Co. LLC grew its stake in shares of CrowdStrike by 55.7% during the second quarter. Watts Gwilliam & Co. LLC now owns 9,230 shares of the company's stock valued at $4,639,000 after buying an additional 3,303 shares during the last quarter. Valeo Financial Advisors LLC lifted its holdings in shares of CrowdStrike by 6.3% during the second quarter. Valeo Financial Advisors LLC now owns 10,476 shares of the company's stock valued at $5,336,000 after purchasing an additional 618 shares during the last quarter. SevenBridge Financial Group LLC raised its holdings in CrowdStrike by 51.5% in the 2nd quarter. SevenBridge Financial Group LLC now owns 6,258 shares of the company's stock worth $3,187,000 after acquiring an additional 2,128 shares during the last quarter. PVG Asset Management Corp purchased a new position in CrowdStrike in the 2nd quarter worth approximately $238,000. Finally, Total Investment Management Inc. purchased a new position in CrowdStrike in the 2nd quarter worth approximately $39,000. 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.