CrowdStrike (NASDAQ:CRWD – Get Free Report) had its price target reduced by research analysts at Deutsche Bank Aktiengesellschaft from $475.00 to $440.00 in a report issued on Wednesday,MarketScreener reports. The firm currently has a “hold” rating on the stock. Deutsche Bank Aktiengesellschaft’s price objective would suggest a potential upside of 3.25% from the stock’s current price.
Several other analysts have also recently weighed in on the stock. Capital One Financial reduced their target price on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Jefferies Financial Group dropped their price objective on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. BNP Paribas Exane decreased their price objective on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Wednesday. Wedbush reaffirmed an “outperform” rating and set a $550.00 price objective on shares of CrowdStrike in a research report on Wednesday. Finally, Stephens boosted their price objective on shares of CrowdStrike from $465.00 to $490.00 and gave the stock an “overweight” rating in a research report 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $505.98.
Read Our Latest Report on CrowdStrike
CrowdStrike Stock Performance
CrowdStrike (NASDAQ:CRWD – Get Free Report) last released its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) 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 period last year, the business posted $1.03 earnings per share. CrowdStrike’s revenue was up 23.8% compared to the same quarter last year. As a group, equities analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.
Insider Activity at CrowdStrike
In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction on Wednesday, February 4th. The shares were 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 in the company, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 91,947 shares of company stock worth $41,438,616 in the last three months. Company insiders own 3.32% of the company’s stock.
Institutional Inflows and Outflows
Several large investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its position in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of CrowdStrike by 3.6% in the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after purchasing an additional 169 shares in the last quarter. AlphaQuest LLC acquired a new stake in shares of CrowdStrike in the second quarter valued at about $26,000. Assetmark Inc. boosted its holdings in CrowdStrike by 622.7% during the second quarter. Assetmark Inc. now owns 4,560 shares of the company’s stock worth $2,322,000 after buying an additional 3,929 shares in the last quarter. Finally, South Dakota Investment Council grew its position in CrowdStrike by 71.4% during the second quarter. South Dakota Investment Council now owns 1,200 shares of the company’s stock worth $611,000 after buying an additional 500 shares during the period. Hedge funds and other institutional investors own 71.16% of the company’s stock.
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.
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