CrowdStrike (CRWD) to Release Earnings on Tuesday

CrowdStrike (NASDAQ:CRWD) is expected to post its Q4 2026 results after the market closes on Tuesday, March 3rd. Analysts expect CrowdStrike to post earnings of $1.10 per share and revenue of $1.2974 billion for the quarter. Individuals can check the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Tuesday, March 3, 2026 at 5:00 PM ET.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the company earned $0.93 EPS. CrowdStrike’s revenue was up 21.8% on a year-over-year basis. On average, analysts expect CrowdStrike to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $371.98 on Friday. The company has a 50-day moving average of $438.69 and a 200-day moving average of $469.57. The firm has a market cap of $93.78 billion, a price-to-earnings ratio of -295.22, a price-to-earnings-growth ratio of 20.93 and a beta of 1.03. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

Insider Transactions at CrowdStrike

In related news, Director Johanna Flower sold 3,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Wealth Dimensions Group Ltd. boosted its stake in shares of CrowdStrike by 1.9% during the 4th quarter. Wealth Dimensions Group Ltd. now owns 1,258 shares of the company’s stock valued at $590,000 after buying an additional 24 shares during the period. Johnson Financial Group Inc. raised its holdings in shares of CrowdStrike by 4.1% during the fourth quarter. Johnson Financial Group Inc. now owns 631 shares of the company’s stock worth $296,000 after acquiring an additional 25 shares in the last quarter. Wealthedge Investment Advisors LLC boosted its position in CrowdStrike by 1.1% during the fourth quarter. Wealthedge Investment Advisors LLC now owns 2,376 shares of the company’s stock valued at $1,114,000 after purchasing an additional 25 shares during the last quarter. Fairfield Bush & CO. boosted its position in CrowdStrike by 0.4% during the second quarter. Fairfield Bush & CO. now owns 6,376 shares of the company’s stock valued at $3,248,000 after purchasing an additional 25 shares during the last quarter. Finally, CYBER HORNET ETFs LLC grew its stake in CrowdStrike by 4.3% in the third quarter. CYBER HORNET ETFs LLC now owns 627 shares of the company’s stock valued at $307,000 after purchasing an additional 26 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

Analysts Set New Price Targets

CRWD has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft raised their target price on shares of CrowdStrike from $435.00 to $475.00 and gave the stock a “hold” rating in a report on Wednesday, December 3rd. Rosenblatt Securities cut their price objective on CrowdStrike from $630.00 to $555.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Argus lifted their target price on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Mizuho cut their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $500.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Thirty investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $528.74.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.