CrowdStrike (NASDAQ:CRWD) Receives Consensus Recommendation of “Moderate Buy” from Analysts

CrowdStrike (NASDAQ:CRWD) has received a consensus recommendation of “Moderate Buy” from the fifty-two ratings firms that are presently covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, eighteen have issued a hold recommendation and thirty-two have given a buy recommendation to the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $555.1042.

CRWD has been the topic of a number of recent analyst reports. Canaccord Genuity Group increased their target price on CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a research report on Wednesday, December 3rd. Stifel Nicolaus increased their price objective on shares of CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a report on Monday, November 17th. Zacks Research lowered shares of CrowdStrike from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, December 24th. TD Cowen boosted their target price on shares of CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a research note on Friday, October 3rd. Finally, Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th.

CrowdStrike Stock Up 0.4%

CRWD opened at $458.32 on Wednesday. The company has a fifty day moving average of $506.76 and a two-hundred day moving average of $481.92. The stock has a market capitalization of $115.54 billion, a price-to-earnings ratio of -363.75, a PEG ratio of 109.81 and a beta of 1.03. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s quarterly revenue was up 21.8% on a year-over-year basis. During the same period last year, the firm earned $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO George Kurtz sold 17,550 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total value of $8,448,219.00. Following the sale, the chief executive officer owned 2,090,532 shares of the company’s stock, valued at $1,006,340,294.16. The trade was a 0.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 83,395 shares of company stock valued at $42,070,217. 3.32% of the stock is owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Hedge funds have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares during the period. Meiji Yasuda Life Insurance Co grew its stake in shares of CrowdStrike by 0.7% in the 1st quarter. Meiji Yasuda Life Insurance Co now owns 4,320 shares of the company’s stock valued at $1,523,000 after buying an additional 30 shares during the period. Ascent Group LLC purchased a new stake in shares of CrowdStrike in the 1st quarter valued at approximately $1,596,000. MBB Public Markets I LLC acquired a new stake in shares of CrowdStrike during the 1st quarter worth approximately $315,000. Finally, Empowered Funds LLC increased its holdings in shares of CrowdStrike by 3.6% during the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after buying an additional 169 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts repriced CrowdStrike higher after a strong Q4 narrative—MarketBeat notes 40+ bullish updates in Q4, a firmer Moderate Buy consensus and higher price targets implying meaningful upside for 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Product/ARR momentum: Zacks reports Falcon Flex ARR has crossed ~$1.35B, signaling accelerated platform adoption and meaningful recurring-revenue expansion—an important fundamental driver for valuation support. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and ecosystem reach: coverage examines CrowdStrike’s expanded AI security work with AWS and NVIDIA and the company’s accelerator selecting 35 AI/cyber startups—these moves strengthen the AI/cloud security narrative and long-term TAM. Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)? CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation check: recent write-ups reassess CRWD after share-price pressure and multi-year gains—discussion is balanced: growth story intact but stretched multiples keep the stock sensitive to execution. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Neutral Sentiment: CEO extracurricular purchase: coverage of the CEO’s reported ~$300M buy into a Mercedes F1 stake is mostly a governance/PR item—not a direct company catalyst, but worth noting for investor perception. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Neutral Sentiment: Macro/sector context: a Zacks analyst roundup flags defense, tech and cybersecurity among potential beneficiaries from shifting geopolitics—helps explain sector interest but isn’t CRWD-specific. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Negative Sentiment: Competition and relative valuation risk: MarketBeat and The Motley Fool note SentinelOne’s deep-value story and broader concerns that CrowdStrike trades at a premium among AI/security names—heightened competition and “frothy” AI valuation talk can cap upside and make CRWD sensitive to execution misses. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story

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.