Crocs (NASDAQ:CROX) Shares Gap Up on Strong Earnings

Crocs, Inc. (NASDAQ:CROX) shares gapped up before the market opened on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $82.73, but opened at $96.50. Crocs shares last traded at $99.4790, with a volume of 1,526,859 shares changing hands.

The textile maker reported $2.29 EPS for the quarter, beating analysts’ consensus estimates of $1.92 by $0.37. The company had revenue of $957.64 million during the quarter, compared to analyst estimates of $916.16 million. Crocs had a return on equity of 43.14% and a net margin of 4.48%.The firm’s revenue was down 3.3% on a year-over-year basis. During the same period in the prior year, the company earned $2.52 earnings per share. Crocs has set its FY 2026 guidance at 12.880-13.350 EPS and its Q1 2026 guidance at 2.670-2.770 EPS.

Trending Headlines about Crocs

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q4 results topped estimates — adjusted EPS $2.29 vs. $1.92 consensus and revenue $957.6M beating forecasts, driven by Crocs-brand strength. PR Newswire: Crocs Q4 and FY Results
• Positive Sentiment: Company raised FY2026 EPS outlook (12.880–13.350) and gave Q1 guidance above consensus — investors view this as a clear earnings-growth pathway. MarketWatch: Crocs stock soars on guidance
• Positive Sentiment: Share repurchases and balance-sheet moves: management repurchased ~6.5M shares (~$577M) and highlighted debt reduction and cost savings as part of FY26 plans — supports EPS accretion. PR Newswire: Buybacks & outlook
• Positive Sentiment: Direct-to-consumer (DTC) and international Crocs-brand growth helped offset wholesale softness and weakness at HeyDude. DTC was a bright spot (+4.7% reported). Zacks: DTC up 4.7%
• Neutral Sentiment: Earnings call tone mixed — management balanced ambition with caution, highlighting growth initiatives alongside inventory/wholesale discipline; useful for assessing execution risk. TipRanks: Earnings call takeaways
• Neutral Sentiment: Heavy volume and big intraday move attracted headlines and momentum traders — can amplify moves in either direction. Investopedia: What drove the surge
• Negative Sentiment: Underlying top-line weakness persists year-over-year (revenue down ~3.3%) and HeyDude sales fell sharply (~-16.9%); margins remain under pressure relative to past levels. WSJ: Lower profit as sales fall
• Negative Sentiment: Technicals / valuation signal caution — some analysts called the stock overbought after the move, increasing short-term pullback risk. Barchart: Overbought caution

Analyst Upgrades and Downgrades

CROX has been the topic of several analyst reports. Stifel Nicolaus lifted their target price on Crocs from $85.00 to $90.00 and gave the company a “hold” rating in a research note on Friday, October 31st. UBS Group restated a “neutral” rating on shares of Crocs in a research note on Tuesday, February 3rd. Robert W. Baird reaffirmed a “neutral” rating and set a $100.00 target price on shares of Crocs in a report on Wednesday, January 7th. KeyCorp reaffirmed a “sector weight” rating on shares of Crocs in a report on Thursday, January 22nd. Finally, Weiss Ratings raised Crocs from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday. Four equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $98.09.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of CROX. Allworth Financial LP lifted its holdings in shares of Crocs by 120.7% in the 2nd quarter. Allworth Financial LP now owns 448 shares of the textile maker’s stock valued at $45,000 after buying an additional 245 shares during the period. Torren Management LLC purchased a new stake in Crocs during the 4th quarter worth about $39,000. Employees Retirement System of Texas purchased a new position in shares of Crocs during the second quarter valued at approximately $49,000. Parallel Advisors LLC boosted its holdings in shares of Crocs by 60.2% during the third quarter. Parallel Advisors LLC now owns 495 shares of the textile maker’s stock worth $41,000 after purchasing an additional 186 shares during the last quarter. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new stake in Crocs in the 2nd quarter valued at about $58,000. 93.44% of the stock is currently owned by institutional investors and hedge funds.

Crocs Stock Performance

The stock’s fifty day simple moving average is $86.67 and its two-hundred day simple moving average is $84.76. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.83 and a current ratio of 1.40. The company has a market cap of $5.11 billion, a price-to-earnings ratio of 32.07 and a beta of 1.56.

About Crocs

Crocs, Inc is a global footwear designer, developer and distributor best known for its lightweight, proprietary Croslite™ foam-clog construction. The company’s product portfolio encompasses a range of styles, including clogs, sandals, slides, boots and sneakers, all featuring the slip-resistant, odor-resistant and cushion-providing qualities of the Croslite material. Crocs distributes its products through an omnichannel network that includes e-commerce platforms, company-owned retail stores, authorized dealers and wholesale partners.

Founded in 2002 by Scott Seamans, Lyndon “Duke” Hanson and George Boedecker Jr., Crocs launched its first clog on the island of Vail, Colorado.