Recent chatter on X about Crocs, Inc. (CROX) has centered around the company’s latest quarterly earnings report and subsequent stock price drop. Many users expressed frustration over a significant decline of over 20% in share value following a weaker-than-expected Q3 revenue guidance, despite a strong Q2 performance with double-digit beats on revenue and earnings. The unexpected guidance has sparked debates about the company’s future growth trajectory amidst external uncertainties like tariffs and consumer sentiment.
While some on X highlighted positive aspects, such as debt reduction and share buybacks as signs of financial health, others pointed to declining institutional support and bearish market signals as causes for concern. The discussion reflects a divide, with a mix of optimism for the brand’s core strength and worry over short-term headwinds. This volatility in sentiment keeps the conversation around CROX dynamic and closely watched.
Note: This discussion summary was generated from an AI condensation of post data.
Crocs, Inc. Insider Trading Activity
Crocs, Inc. insiders have traded $CROX stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $CROX stock by insiders over the last 6 months:
- ADAM MICHAELS (EVP, Chief Digital Officer) has made 0 purchases and 2 sales selling 15,000 shares for an estimated $1,600,324.
- THOMAS J SMACH sold 9,139 shares for an estimated $1,000,446
- SHANNON SISLER (EVP, Chief People Officer) sold 4,659 shares for an estimated $511,325
- IAN BICKLEY sold 3,044 shares for an estimated $352,784
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Crocs, Inc. Hedge Fund Activity
We have seen 243 institutional investors add shares of Crocs, Inc. stock to their portfolio, and 260 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PACER ADVISORS, INC. removed 1,336,165 shares (-65.6%) from their portfolio in Q1 2025, for an estimated $141,900,723
- NEW VERNON CAPITAL HOLDINGS II LLC added 712,520 shares (+10520.0%) to their portfolio in Q1 2025, for an estimated $75,669,624
- LSV ASSET MANAGEMENT added 566,847 shares (+180.9%) to their portfolio in Q1 2025, for an estimated $60,199,151
- MILLENNIUM MANAGEMENT LLC added 534,013 shares (+734.0%) to their portfolio in Q1 2025, for an estimated $56,712,180
- WELLINGTON MANAGEMENT GROUP LLP removed 533,876 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $56,697,631
- POINT72 ASSET MANAGEMENT, L.P. removed 532,280 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $56,528,136
- CITADEL ADVISORS LLC added 476,202 shares (+106.1%) to their portfolio in Q1 2025, for an estimated $50,572,652
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Crocs, Inc. Analyst Ratings
Wall Street analysts have issued reports on $CROX in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/07/2025
- Goldman Sachs issued a "Sell" rating on 07/22/2025
- B of A Securities issued a "Buy" rating on 06/30/2025
- Barclays issued a "Overweight" rating on 05/09/2025
- Piper Sandler issued a "Overweight" rating on 04/11/2025
- Stifel issued a "Buy" rating on 04/10/2025
- Loop Capital issued a "Buy" rating on 03/12/2025
To track analyst ratings and price targets for Crocs, Inc., check out Quiver Quantitative's $CROX forecast page.
Crocs, Inc. Price Targets
Multiple analysts have issued price targets for $CROX recently. We have seen 9 analysts offer price targets for $CROX in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Tom Nikic from Needham set a target price of $89.0 on 08/07/2025
- Jay Sole from UBS set a target price of $110.0 on 07/28/2025
- Brooke Roach from Goldman Sachs set a target price of $87.0 on 07/22/2025
- Christopher Nardone from B of A Securities set a target price of $135.0 on 06/30/2025
- Adrienne Yih from Barclays set a target price of $119.0 on 05/09/2025
- Anna Andreeva from Piper Sandler set a target price of $115.0 on 04/11/2025
- Jim Duffy from Stifel set a target price of $127.0 on 04/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
