CrowdStrike (NASDAQ:CRWD) Receives “Buy” Rating from BTIG Research

BTIG Research restated their buy rating on shares of CrowdStrike (NASDAQ:CRWD) in a research report released on Tuesday morning,Benzinga reports. The firm currently has a $640.00 price objective on the stock.

CRWD has been the topic of a number of other research reports. Jefferies Financial Group upped their price target on shares of CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. BMO Capital Markets upped their target price on shares of CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Rosenblatt Securities reiterated a “buy” rating and set a $630.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. JPMorgan Chase & Co. boosted their price objective on shares of CrowdStrike from $500.00 to $580.00 and gave the stock an “overweight” rating in a report on Monday, December 1st. Finally, Berenberg Bank set a $600.00 price objective on CrowdStrike and gave the company a “buy” rating in a research report on Friday. Thirty-two investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $555.42.

CrowdStrike Stock Performance

Shares of CRWD opened at $468.02 on Tuesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market cap of $117.99 billion, a P/E ratio of -371.44, a P/E/G ratio of 112.32 and a beta of 1.03. The business’s 50 day moving average price is $499.47 and its 200-day moving average price is $481.02. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

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

Insider Buying and Selling

In related news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 179,114 shares in the company, valued at $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,048 shares of company stock valued at $35,767,887 over the last ninety days. 3.32% of the stock is owned by insiders.

Institutional Trading of CrowdStrike

Several large investors have recently added to or reduced their stakes in the business. Brighton Jones LLC grew its position in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after acquiring an additional 2,417 shares during the period. Empowered Funds LLC grew its holdings in CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after purchasing an additional 169 shares during the period. Goldstone Financial Group LLC grew its holdings in CrowdStrike by 24.0% during the second quarter. Goldstone Financial Group LLC now owns 1,267 shares of the company’s stock valued at $651,000 after purchasing an additional 245 shares during the period. Webster Bank N. A. increased its position in CrowdStrike by 51.7% in the second quarter. Webster Bank N. A. now owns 827 shares of the company’s stock worth $421,000 after buying an additional 282 shares in the last quarter. Finally, Little House Capital LLC raised its stake in shares of CrowdStrike by 28.4% in the second quarter. Little House Capital LLC now owns 5,156 shares of the company’s stock worth $2,626,000 after buying an additional 1,141 shares during the period. 71.16% of the stock is currently owned by institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire identity-security startup SGNL (reported price ~$740M), positioning identity protection as a new growth pillar for the Falcon platform — a move analysts say could expand addressable market and cross-sell opportunities. CRWD to Acquire SGNL
• Positive Sentiment: Analysts have broadly applauded the SGNL deal and reiterated buy ratings, signaling continued sell-side support for CrowdStrike’s growth strategy tied to identity/security expansion. Analysts Applaud SGNL Deal
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity—this expands go-to-market options and could accelerate penetration in a large segment. CrowdStrike and Nord Security Partnership
• Positive Sentiment: BTIG reaffirmed a Buy on CRWD with a $640 price target — a sizable upside from current levels — which supports upside expectations among some institutional investors. BTIG Reaffirms Buy
• Neutral Sentiment: Benzinga compiled 39 analyst reviews of CrowdStrike; the summary highlights mixed views on growth vs. valuation, useful for context but not a single market-moving change. Demystifying CrowdStrike: 39 Analyst Reviews
• Neutral Sentiment: Zacks and other outlets note heavy investor interest and broker commentary; these pieces reiterate fundamentals and analyst sentiment but don’t introduce a new catalyst. Brokers Suggest Investing in CrowdStrike
• Negative Sentiment: KeyBanc downgraded CrowdStrike (and flagged concerns about lower security budgets and lack of AI tailwinds), which is a direct bearish signal that can pressure the stock short-term. KeyBanc Downgrades CrowdStrike
• Negative Sentiment: Independent pieces (Seeking Alpha, others) caution that while growth is reaccelerating, valuation remains a constraint — a common theme that may cap upside until proof of sustained margin/earnings expansion appears. Growth Reaccelerating but Valuation Constraint

About CrowdStrike

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.