Crocs (NASDAQ:CROX) Releases FY 2026 Earnings Guidance

Crocs (NASDAQ:CROX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 12.880-13.350 for the period, compared to the consensus estimate of 12.100. The company issued revenue guidance of $4.0 billion-, compared to the consensus revenue estimate of $4.0 billion. Crocs also updated its Q1 2026 guidance to 2.670-2.770 EPS.

Analyst Upgrades and Downgrades

CROX has been the subject of several recent analyst reports. Wall Street Zen downgraded Crocs from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Piper Sandler reissued a “neutral” rating and set a $95.00 target price on shares of Crocs in a research note on Thursday. Monness Crespi & Hardt increased their target price on shares of Crocs from $100.00 to $130.00 and gave the stock a “buy” rating in a report on Friday. Robert W. Baird set a $110.00 price target on shares of Crocs in a research note on Friday. Finally, Stifel Nicolaus upped their price objective on shares of Crocs from $90.00 to $99.00 and gave the stock a “hold” rating in a research report on Friday. Four analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $104.09.

Crocs Stock Performance

Crocs stock opened at $96.88 on Friday. The business has a 50 day moving average of $86.81 and a 200-day moving average of $84.70. The company has a market capitalization of $5.03 billion, a P/E ratio of -76.89 and a beta of 1.56. Crocs has a 1 year low of $73.21 and a 1 year high of $122.84. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.27 and a quick ratio of 0.83.

Crocs (NASDAQ:CROX) last announced its quarterly earnings results on Thursday, February 12th. The textile maker reported $2.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.92 by $0.37. The firm had revenue of $957.64 million during the quarter, compared to analysts’ expectations of $916.16 million. Crocs had a negative net margin of 2.01% and a positive return on equity of 45.17%. The company’s revenue was down 3.3% on a year-over-year basis. During the same period in the prior year, the company posted $2.52 EPS. Crocs has set its FY 2026 guidance at 12.880-13.350 EPS and its Q1 2026 guidance at 2.670-2.770 EPS. On average, equities research analysts predict that Crocs will post 13.2 earnings per share for the current year.

Trending Headlines about Crocs

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q4 results beat expectations and management raised FY‑2026 EPS guidance above consensus, supporting a constructive outlook for earnings growth. Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook
• Positive Sentiment: Management repurchased 6.5M shares ($577M) in 2025 and cites strong free cash flow and debt reduction — supporting buyback-driven EPS accretion. Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook
• Positive Sentiment: Analysts have responded by raising forecasts and price targets (including a Monness Crespi & Hardt raise to $130), boosting buy-side sentiment. Crocs Analysts Boost Their Forecasts After Upbeat Q4 Results
• Neutral Sentiment: International growth and product diversification helped offset North American softness, a mixed signal for how sustainable the recovery is across channels. CROX Q4 deep dive: International growth and product diversification offset North American challenges
• Neutral Sentiment: Management’s earnings call balanced growth ambition with caution — investors must watch channel inventory actions and margin cadence through 2026. Crocs Earnings Call Balances Growth Ambition With Caution
• Neutral Sentiment: Short‑interest data in feeds shows unusual/erroneous zero values and NaN changes — noisy data may create short‑term uncertainty but doesn’t clearly indicate a rising short position.
• Negative Sentiment: Revenue was down year‑over‑year (about 3.3%) and Heydude brand sales declined materially, highlighting uneven end‑market demand and pressuring margin recovery. Crocs’ Q4 Earnings Top Estimates, Direct-to-Consumer Revenues Up 4.7%
• Negative Sentiment: After Thursday’s roughly 15–20% post‑earnings surge, some intraday weakness looks like profit‑taking and rotation; volatile swings can persist while investors reassess execution vs. expectations. Crocs Stock Soared Nearly 20% on Thursday— What Investors Need to Know

Hedge Funds Weigh In On Crocs

Hedge funds have recently made changes to their positions in the stock. Dimensional Fund Advisors LP boosted its holdings in Crocs by 0.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,447,096 shares of the textile maker’s stock valued at $123,760,000 after acquiring an additional 11,630 shares during the last quarter. AQR Capital Management LLC boosted its stake in shares of Crocs by 399.0% in the 3rd quarter. AQR Capital Management LLC now owns 1,266,799 shares of the textile maker’s stock valued at $105,841,000 after purchasing an additional 1,012,943 shares during the last quarter. Alliancebernstein L.P. increased its position in shares of Crocs by 5.8% during the second quarter. Alliancebernstein L.P. now owns 1,180,405 shares of the textile maker’s stock worth $119,551,000 after buying an additional 64,672 shares during the period. Fuller & Thaler Asset Management Inc. raised its stake in Crocs by 78.7% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 907,988 shares of the textile maker’s stock worth $77,651,000 after buying an additional 399,964 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in Crocs by 8.3% in the third quarter. Invesco Ltd. now owns 767,541 shares of the textile maker’s stock valued at $64,128,000 after buying an additional 58,734 shares during the period. 93.44% of the stock is currently owned by institutional investors.

Crocs Company Profile

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.