Wedbush Issues Pessimistic Outlook for CrowdStrike Earnings

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) – Stock analysts at Wedbush cut their Q1 2026 EPS estimates for CrowdStrike in a research note issued to investors on Wednesday, March 5th. Wedbush analyst D. Ives now forecasts that the company will earn ($0.26) per share for the quarter, down from their previous forecast of $0.16. Wedbush has a “Outperform” rating and a $395.00 price target on the stock. The consensus estimate for CrowdStrike’s current full-year earnings is $0.55 per share. Wedbush also issued estimates for CrowdStrike’s Q2 2026 earnings at ($0.14) EPS, Q3 2026 earnings at ($0.07) EPS, Q4 2026 earnings at $0.01 EPS and FY2026 earnings at ($0.46) EPS.

Several other analysts have also weighed in on CRWD. BMO Capital Markets boosted their price objective on CrowdStrike from $380.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, March 5th. Piper Sandler set a $347.00 price target on CrowdStrike in a report on Wednesday, March 5th. Barclays dropped their price target on CrowdStrike from $506.00 to $475.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 5th. Royal Bank of Canada reaffirmed an “outperform” rating on shares of CrowdStrike in a report on Wednesday, March 5th. Finally, Raymond James cut shares of CrowdStrike from an “outperform” rating to a “cautious” rating in a report on Monday. Two analysts have rated the stock with a sell rating, eleven have issued a hold rating, thirty have given a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average target price of $398.78.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $308.86 on Monday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.86 and a current ratio of 1.86. CrowdStrike has a 1 year low of $200.81 and a 1 year high of $455.59. The firm’s 50-day simple moving average is $386.26 and its 200-day simple moving average is $339.80. The firm has a market cap of $76.08 billion, a PE ratio of 605.62, a price-to-earnings-growth ratio of 17.86 and a beta of 1.19.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in CRWD. Empirical Asset Management LLC acquired a new position in shares of CrowdStrike in the 4th quarter valued at $11,310,000. Sumitomo Mitsui Trust Group Inc. increased its stake in CrowdStrike by 10.2% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 846,189 shares of the company’s stock valued at $237,331,000 after buying an additional 78,305 shares during the period. Hemenway Trust Co LLC raised its holdings in shares of CrowdStrike by 356.8% during the third quarter. Hemenway Trust Co LLC now owns 6,852 shares of the company’s stock worth $1,922,000 after acquiring an additional 5,352 shares in the last quarter. Arcadia Investment Management Corp MI grew its stake in CrowdStrike by 30.8% in the fourth quarter. Arcadia Investment Management Corp MI now owns 11,954 shares of the company’s stock valued at $4,090,000 after purchasing an additional 2,814 shares in the last quarter. Finally, Greenleaf Trust increased its holdings in CrowdStrike by 53.4% in the fourth quarter. Greenleaf Trust now owns 2,967 shares of the company’s stock worth $1,015,000 after buying an additional 1,033 shares during the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Activity

In other news, insider Shawn Henry sold 4,000 shares of CrowdStrike stock in a transaction that occurred on Wednesday, January 15th. The shares were sold at an average price of $354.91, for a total value of $1,419,640.00. Following the transaction, the insider now owns 98,214 shares of the company’s stock, valued at $34,857,130.74. The trade was a 3.91 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Anurag Saha sold 1,863 shares of the stock in a transaction that occurred on Monday, December 23rd. The shares were sold at an average price of $358.46, for a total transaction of $667,810.98. Following the sale, the chief accounting officer now directly owns 41,059 shares of the company’s stock, valued at approximately $14,718,009.14. This represents a 4.34 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 100,315 shares of company stock worth $38,387,254 over the last 90 days. 4.34% of the stock is currently owned by company insiders.

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.