Rosenblatt Securities Has Lowered Expectations for CrowdStrike (NASDAQ:CRWD) Stock Price

CrowdStrike (NASDAQ:CRWD) had its price target lowered by stock analysts at Rosenblatt Securities from $630.00 to $555.00 in a note issued to investors on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the stock. Rosenblatt Securities’ price objective suggests a potential upside of 29.18% from the company’s current price.

Other research analysts have also issued research reports about the company. Mizuho set a $540.00 price target on CrowdStrike in a research note on Thursday, January 8th. Sanford C. Bernstein reiterated a “market perform” rating and set a $353.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Evercore raised their price target on CrowdStrike from $430.00 to $460.00 and gave the stock an “in-line” rating in a research note on Wednesday, December 3rd. Citigroup upped their price objective on shares of CrowdStrike from $595.00 to $610.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Finally, The Goldman Sachs Group raised their target price on shares of CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $552.17.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $429.64 on Thursday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The business has a fifty day moving average of $460.54 and a 200-day moving average of $473.27. The stock has a market cap of $108.31 billion, a price-to-earnings ratio of -340.98, a price-to-earnings-growth ratio of 23.55 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the previous year, the company posted $0.93 EPS. The firm’s revenue for the quarter was up 21.8% on a year-over-year basis. As a group, analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Transactions at CrowdStrike

In related news, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer directly owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Burt W. Podbere sold 7,871 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 100,247 shares of company stock worth $45,722,274 in the last quarter. 3.32% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On CrowdStrike

Hedge funds and other institutional investors have recently modified their holdings of the stock. Arete Wealth Advisors LLC raised its stake in CrowdStrike by 4.6% during the fourth quarter. Arete Wealth Advisors LLC now owns 4,012 shares of the company’s stock worth $1,882,000 after acquiring an additional 175 shares during the period. CreativeOne Wealth LLC grew its holdings in shares of CrowdStrike by 2.3% during the fourth quarter. CreativeOne Wealth LLC now owns 5,825 shares of the company’s stock valued at $2,731,000 after purchasing an additional 131 shares during the last quarter. Kestra Advisory Services LLC raised its position in shares of CrowdStrike by 10.9% during the 4th quarter. Kestra Advisory Services LLC now owns 53,882 shares of the company’s stock worth $25,258,000 after purchasing an additional 5,283 shares during the period. Parkside Financial Bank & Trust raised its position in shares of CrowdStrike by 4.1% during the 4th quarter. Parkside Financial Bank & Trust now owns 930 shares of the company’s stock worth $436,000 after purchasing an additional 37 shares during the period. Finally, Fortis Capital Management LLC lifted its holdings in shares of CrowdStrike by 38.0% in the 4th quarter. Fortis Capital Management LLC now owns 697 shares of the company’s stock worth $327,000 after purchasing an additional 192 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

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.