CrowdStrike (NASDAQ:CRWD – Get Free Report) had its price target dropped by Canaccord Genuity Group from $515.00 to $400.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “hold” rating on the stock. Canaccord Genuity Group’s price target points to a potential downside of 6.14% from the stock’s previous close.
Other analysts have also recently issued reports about the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $520.00 price target on shares of CrowdStrike in a report on Wednesday. Robert W. Baird cut their target price on shares of CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a research note on Monday. Evercore reduced their price target on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 25th. BNP Paribas Exane lifted their price target on CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research note on Wednesday, December 3rd. Finally, Needham & Company LLC cut their price objective on CrowdStrike from $575.00 to $475.00 and set a “buy” rating on the stock in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $505.98.
Check Out Our Latest Research Report on CrowdStrike
CrowdStrike Trading Up 4.5%
CrowdStrike (NASDAQ:CRWD – Get Free Report) last issued its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the firm earned $1.03 EPS. CrowdStrike’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, sell-side analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.
Insider Buying and Selling at CrowdStrike
In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the 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 of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the sale, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 91,947 shares of company stock worth $41,438,616. Corporate insiders own 3.32% of the company’s stock.
Institutional Trading of CrowdStrike
A number of large investors have recently modified their holdings of CRWD. Pure Financial Advisors LLC lifted its position in CrowdStrike by 7.4% in the 4th quarter. Pure Financial Advisors LLC now owns 1,111 shares of the company’s stock valued at $521,000 after purchasing an additional 77 shares during the last quarter. SHP Wealth Management bought a new position in CrowdStrike in the 4th quarter worth about $490,000. Stenger Family Office LLC increased its stake in shares of CrowdStrike by 314.6% in the fourth quarter. Stenger Family Office LLC now owns 8,993 shares of the company’s stock valued at $4,216,000 after purchasing an additional 6,824 shares during the period. Employees Provident Fund Board bought a new stake in shares of CrowdStrike during the fourth quarter valued at approximately $216,342,000. Finally, Tulsa Wealth Advisors INC acquired a new position in shares of CrowdStrike during the fourth quarter worth approximately $317,000. Institutional investors and hedge funds own 71.16% of the company’s stock.
Trending Headlines about 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.
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