Capital One Financial Comments on CrowdStrike Q2 Earnings

CrowdStrike (NASDAQ:CRWD) – Capital One Financial raised their Q2 2027 earnings estimates for shares of CrowdStrike in a report issued on Wednesday, September 17th. Capital One Financial analyst C. Murphy now anticipates that the company will earn $0.11 per share for the quarter, up from their prior forecast of $0.09. The consensus estimate for CrowdStrike’s current full-year earnings is $0.55 per share.

Several other analysts also recently commented on CRWD. Royal Bank Of Canada restated an “outperform” rating and set a $510.00 target price on shares of CrowdStrike in a report on Thursday. UBS Group lowered their target price on shares of CrowdStrike from $545.00 to $500.00 and set a “buy” rating on the stock in a report on Thursday, August 28th. Stephens boosted their target price on shares of CrowdStrike from $450.00 to $540.00 and gave the stock an “overweight” rating in a report on Wednesday, June 4th. Macquarie boosted their target price on shares of CrowdStrike from $465.00 to $485.00 and gave the stock a “neutral” rating in a report on Friday. Finally, The Goldman Sachs Group boosted their target price on shares of CrowdStrike from $389.00 to $530.00 and gave the stock a “buy” rating in a report on Tuesday, June 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nineteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $473.85.

CrowdStrike Stock Down 0.0%

CrowdStrike stock opened at $502.55 on Friday. The company’s 50 day simple moving average is $442.94 and its 200 day simple moving average is $429.72. CrowdStrike has a fifty-two week low of $272.67 and a fifty-two week high of $517.98. The firm has a market capitalization of $126.12 billion, a price-to-earnings ratio of -422.31, a PEG ratio of 118.22 and a beta of 1.12. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.83 by $0.10. The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The company’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter last year, the firm 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.

Insider Transactions at CrowdStrike

In other news, President Michael Sentonas sold 11,527 shares of the stock in a transaction dated Monday, June 23rd. The shares were sold at an average price of $471.20, for a total value of $5,431,522.40. Following the completion of the transaction, the president owned 410,677 shares of the company’s stock, valued at approximately $193,511,002.40. This represents a 2.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 transaction, the director directly owned 18,858 shares of the company’s stock, valued at $9,385,060.86. This trade represents a 44.30% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 143,734 shares of company stock valued at $67,337,728. 3.32% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. AlphaQuest LLC acquired a new position in shares of CrowdStrike in the second quarter valued at approximately $26,000. Howard Hughes Medical Institute acquired a new position in shares of CrowdStrike in the second quarter valued at approximately $27,000. Financial Gravity Companies Inc. acquired a new stake in CrowdStrike during the 2nd quarter valued at approximately $33,000. Financial Management Professionals Inc. increased its position in CrowdStrike by 91.9% during the 2nd quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock valued at $36,000 after purchasing an additional 34 shares during the period. Finally, Loomis Sayles & Co. L P acquired a new stake in CrowdStrike during the 2nd quarter valued at approximately $36,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

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.