Cantor Fitzgerald Reaffirms “Overweight” Rating for CrowdStrike (NASDAQ:CRWD)

CrowdStrike (NASDAQ:CRWD)‘s stock had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald in a research report issued on Wednesday, MarketBeat Ratings reports. They presently have a $520.00 price objective on the stock. Cantor Fitzgerald’s price target indicates a potential upside of 22.02% from the company’s previous close.

A number of other research analysts have also weighed in on the company. Capital One Financial reduced their price target on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. Wedbush reissued an “outperform” rating and issued a $600.00 price target on shares of CrowdStrike in a research note on Monday, December 1st. Oppenheimer dropped their price objective on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Stifel Nicolaus cut their price objective on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Finally, Mizuho lowered their target price on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. One 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 issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Price Performance

NASDAQ:CRWD opened at $426.16 on Wednesday. The firm has a market cap of $107.43 billion, a price-to-earnings ratio of -575.88, a price-to-earnings-growth ratio of 22.89 and a beta of 1.06. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17. The company’s 50-day moving average is $432.60 and its two-hundred day moving average is $468.57. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90.

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

Insiders Place Their Bets

In other CrowdStrike 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 value of $11,916,577.53. Following the transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the transaction, the chief financial officer owned 179,114 shares in the company, valued at approximately $86,571,169.62. This represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 91,947 shares of company stock worth $41,438,616. 3.32% of the stock is owned by company insiders.

Hedge Funds Weigh In On CrowdStrike

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Asset Planning Inc acquired a new stake in CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in CrowdStrike during the 3rd quarter worth $25,000. Anchor Investment Management LLC purchased a new position in CrowdStrike in the 3rd quarter valued at about $25,000. Hanson & Doremus Investment Management increased its position in shares of CrowdStrike by 170.0% during the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after acquiring an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC acquired a new stake in CrowdStrike during the 4th quarter valued at approximately $25,000. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike News Roundup

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

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.