CrowdStrike (NASDAQ:CRWD) Now Covered by Analysts at Wells Fargo & Company

Wells Fargo & Company began coverage on shares of CrowdStrike (NASDAQ:CRWD) in a report released on Tuesday, MarketBeat reports. The brokerage issued an overweight rating and a $450.00 target price on the stock.

Several other research analysts have also recently weighed in on CRWD. Citizens Jmp restated a “market outperform” rating and set a $500.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. TD Cowen lowered their price objective on CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research note on Tuesday, February 24th. Daiwa Securities Group raised their target price on CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. The Goldman Sachs Group lifted their price target on CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Finally, Scotiabank reissued an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Thirty-one equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and three have given 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 $520.43.

CrowdStrike Trading Up 1.7%

Shares of CRWD opened at $391.42 on Tuesday. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The stock has a market cap of $98.68 billion, a PE ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06. The firm’s fifty day moving average is $434.98 and its two-hundred day moving average is $469.29. 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 (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period last year, the firm posted $1.03 earnings per share. Research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity at CrowdStrike

In related news, Director Denis Oleary sold 7,750 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This trade represents a 41.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were 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 of the company’s stock, 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 valued at $45,722,274 over the last quarter. 3.32% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the company. Employees Provident Fund Board purchased a new stake in shares of CrowdStrike in the 4th quarter valued at $216,342,000. Tulsa Wealth Advisors INC acquired a new position in CrowdStrike in the 4th quarter valued at about $317,000. Reflection Asset Management purchased a new stake in CrowdStrike during the fourth quarter worth about $156,000. Tobam lifted its position in shares of CrowdStrike by 1,682.0% during the fourth quarter. Tobam now owns 2,869 shares of the company’s stock worth $1,345,000 after purchasing an additional 2,708 shares in the last quarter. Finally, Clearwave Capital LLC purchased a new position in shares of CrowdStrike in the fourth quarter valued at approximately $610,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s CEO said demand for the Falcon platform is “elevated” in the AI era and management gave an upbeat earnings outlook, signaling confidence in subscription growth and enterprise spending on cybersecurity. Read More.
• Positive Sentiment: Q4/FY26 results showed continued top-line strength: revenue roughly $1.31B (+~23% YoY) and management highlighted record milestones (ending ARR ~$5.25B and ~$1.01B net new ARR). The company reported adjusted EPS that topped consensus by a small margin. Those metrics reinforce subscription durability and ARR expansion. Read More.
• Positive Sentiment: Multiple sell‑side shops updated coverage ahead of results (including upgrades/overweight calls and new coverage from Wells Fargo and Piper Sandler), which supports constructive analyst sentiment and helped intraday buying. Read More.
• Neutral Sentiment: Options-implied volatility signaled a large expected post‑earnings move (~8% swing), so price action may continue to be choppy even with a beat. Traders should expect elevated volatility around the release. Read More.
• Neutral Sentiment: Some coverage and data aggregators emphasize different accounting views (adjusted vs. GAAP): while non‑GAAP metrics looked solid, at least one third‑party summary highlighted weaker GAAP operating results and a year‑over‑year EPS decline on a GAAP basis — important for interpreting headline beats. Read More.
• Negative Sentiment: Ongoing market concerns about AI‑driven disruption to cybersecurity incumbents have pressured CRWD shares in recent weeks; investors remain sensitive to any guidance that slows or fails to reaccelerate growth. Geopolitical risk and broader tech weakness also weighed on sentiment into the print. Read More.
• Negative Sentiment: Quiver/third‑party data flagged heavy insider selling and notable institutional trimming in recent quarters — a potential governance/positioning signal that can add selling pressure if macro or guidance disappoints. Read More.

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.