CrowdStrike (NASDAQ:CRWD) Stock Price Expected to Rise, Stephens Analyst Says

CrowdStrike (NASDAQ:CRWD) had its target price hoisted by stock analysts at Stephens from $465.00 to $490.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage presently has an “overweight” rating on the stock. Stephens’ target price would indicate a potential upside of 14.98% from the stock’s current price.

Several other brokerages have also issued reports on CRWD. Susquehanna boosted their target price on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research report on Wednesday, December 3rd. Berenberg Bank set a $600.00 price target on CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Rosenblatt Securities restated a “buy” rating and set a $555.00 price objective on shares of CrowdStrike in a report on Wednesday. Sanford C. Bernstein increased their target price on CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research note on Wednesday. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $520.00 target price on shares of CrowdStrike in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $505.98.

CrowdStrike Trading Up 4.5%

CRWD stock opened at $426.16 on Wednesday. The company has a quick ratio of 1.81, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The stock has a market capitalization 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 firm’s fifty day simple moving average is $432.60 and its two-hundred day simple moving average is $468.57.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate 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 quarter last year, the business earned $1.03 EPS. The business’s revenue was up 23.8% on a year-over-year basis. As a group, analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 corporate insiders.

Hedge Funds Weigh In On CrowdStrike

Large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of CrowdStrike by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock worth $11,351,748,000 after buying an additional 340,047 shares during the last quarter. State Street Corp grew its holdings in CrowdStrike by 2.2% in the fourth quarter. State Street Corp now owns 11,161,718 shares of the company’s stock worth $5,232,167,000 after purchasing an additional 239,428 shares during the last quarter. Geode Capital Management LLC grew its holdings in CrowdStrike by 2.4% in the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock worth $2,777,227,000 after purchasing an additional 137,224 shares during the last quarter. Laurel Wealth Advisors LLC increased its position in shares of CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its holdings in shares of CrowdStrike by 1.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock valued at $2,002,398,000 after purchasing an additional 53,813 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors.

Key CrowdStrike News

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.