BNP Paribas Exane Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $400.00

CrowdStrike (NASDAQ:CRWD) had its price target lowered by research analysts at BNP Paribas Exane from $450.00 to $400.00 in a research note issued on Wednesday, MarketBeat reports. The brokerage currently has a “neutral” rating on the stock. BNP Paribas Exane’s price target points to a potential downside of 6.14% from the company’s previous close.

Several other analysts have also issued reports on the stock. HSBC upped their price target on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research report on Thursday, December 4th. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Evercore reduced their price target on CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 25th. Susquehanna lifted their price target on CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a research note on Wednesday, December 3rd. Finally, Mizuho dropped their price objective on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $505.98.

CrowdStrike Stock Up 4.5%

Shares of NASDAQ CRWD opened at $426.16 on Wednesday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.81. The firm’s 50 day simple moving average is $432.60 and its two-hundred day simple moving average is $468.57. The stock has a market capitalization of $107.43 billion, a P/E ratio of -575.88, a PEG ratio of 22.89 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period in the previous year, the business posted $1.03 EPS. The business’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 1,879 shares of the company’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the completion of the transaction, the director directly owned 763,027 shares in the company, valued at approximately $402,504,372.77. This represents a 0.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the sale, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 91,947 shares of company stock valued at $41,438,616 over the last 90 days. Company insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Institutional investors have recently bought and sold shares of the stock. Asset Planning Inc bought a new position in shares of CrowdStrike in the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in CrowdStrike in the third quarter worth $25,000. Anchor Investment Management LLC bought a new position in CrowdStrike in the third quarter worth $25,000. AlphaQuest LLC bought a new position in CrowdStrike in the second quarter worth $26,000. Finally, Logan Capital Management Inc. purchased a new position in CrowdStrike during the third quarter valued at $26,000. 71.16% of the stock is owned by institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat expectations: revenue and EPS slightly topped estimates; ending ARR topped $5.25B and net new ARR was a record, supporting the company’s platform-led growth thesis. Guidance for FY27 was roughly in line with Street expectations, which helped sentiment. CrowdStrike Beats, But AI Concerns Persist
• Positive Sentiment: Company messaging highlights AI-native products (Falcon enhancements, identity/AI protections) and partnerships that extend its addressable market — reinforcing investor views that CrowdStrike is positioned to capture AI-driven cybersecurity spending. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Strategic win in Europe: a partnership to deliver Falcon on Schwarz Digits’ STACKIT sovereign cloud with EU data residency — helps EU public-sector and regulated-enterprise sales. CrowdStrike and Schwarz Digits Partner on STACKIT
• Positive Sentiment: Institutional interest: Baron Global Opportunity Fund increased its stake and Wells Fargo initiated/upgraded coverage (strong-buy/overweight commentary), signaling buy-side conviction following the quarter. Baron Global Opportunity Fund Increased Its Holding
• Neutral Sentiment: Investor outreach: CrowdStrike presented at the Morgan Stanley TMT conference (adds visibility but no new material guidance). CRWD Presents at Morgan Stanley TMT Conference
• Neutral Sentiment: Reported short-interest data in feeds was inconsistent/zero (likely a reporting artifact) and thus provides no clear directional signal to traders today.
• Negative Sentiment: Analysts are split and many lowered price targets after the release (Citigroup, Argus, UBS, Deutsche Bank and others trimmed targets even while some kept “buy” ratings) — this mixed/trimmed estimate backdrop limits upside and suggests the Street is wrestling with valuation vs. growth. Citigroup Adjusts Price Target on CrowdStrike Argus Adjusts Price Target on CrowdStrike These Analysts Cut Their Forecasts On CrowdStrike
• Negative Sentiment: Ongoing concern: some investors worry that “agentic AI” and software pricing dynamics could pressure long-term per-customer spend if AI reduces demand for multiple modules — a valuation risk for a high-multiple security vendor. CrowdStrike Beats, But AI Concerns Persist

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.