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

CrowdStrike (NASDAQ:CRWD) had its price target dropped by equities researchers at Evercore from $460.00 to $375.00 in a research report issued on Wednesday,MarketScreener reports. The firm currently has an “equal weight” rating on the stock. Evercore’s target price points to a potential downside of 1.60% from the company’s current price.

A number of other equities analysts have also recently commented on CRWD. Arete Research set a $706.00 target price on CrowdStrike in a report on Tuesday, October 28th. Susquehanna boosted their price target on CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a research report on Wednesday, December 3rd. Barclays decreased their price objective on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Oppenheimer dropped their target price on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday. Finally, Stephens set a $465.00 target price on shares of CrowdStrike in a research report on Wednesday. Thirty equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, CrowdStrike has a consensus rating of “Moderate Buy” and an average target price of $530.87.

CrowdStrike Trading Up 4.9%

Shares of CrowdStrike stock opened at $381.10 on Wednesday. The firm has a 50-day simple moving average of $440.88 and a two-hundred day simple moving average of $469.71. 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 has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a market cap of $96.08 billion, a P/E ratio of -302.46, a price-to-earnings-growth ratio of 20.44 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS 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 business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the previous year, the business earned $0.93 earnings per share. The business’s revenue was up 21.8% compared to the same quarter last year. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president directly owned 342,655 shares in the company, valued at $164,399,015.90. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 over the last three months. 3.32% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Asset Planning Inc acquired a new position in CrowdStrike during the third quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike during the third quarter worth approximately $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike in the 3rd quarter valued at $25,000. Hanson & Doremus Investment Management raised its position in CrowdStrike by 170.0% in the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after purchasing an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC acquired a new stake in CrowdStrike during the 4th quarter worth $25,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing‑resistant, risk‑aware MFA extension for the Falcon platform that directly targets AI‑accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582→472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal‑weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short‑term risk if AI narratives turn negative again. Article Title

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.