Morgan Stanley Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $487.00

CrowdStrike (NASDAQ:CRWD) had its price objective cut by equities researchers at Morgan Stanley from $537.00 to $487.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Morgan Stanley’s target price points to a potential upside of 14.28% from the stock’s current price.

A number of other brokerages have also recently commented on CRWD. DA Davidson set a $425.00 price objective on shares of CrowdStrike in a research note on Thursday, February 26th. Sanford C. Bernstein increased their target price on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research note on Wednesday. TD Cowen decreased their price objective on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a report on Tuesday, February 24th. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Finally, Jefferies Financial Group lowered their price target on CrowdStrike from $600.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $505.98.

CrowdStrike Stock Up 4.5%

NASDAQ:CRWD opened at $426.16 on Wednesday. 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 company’s fifty day moving average price is $432.60 and its 200-day moving average price is $468.57. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The firm 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 posted 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. The company 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 firm’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.03 earnings per share. As a group, equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the firm’s 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 approximately $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 91,947 shares of company stock valued at $41,438,616 in the last three months. Company insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

Institutional investors have recently made changes to their positions in the company. Asset Planning Inc purchased a new stake in CrowdStrike in the 3rd quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in CrowdStrike during the third quarter worth $25,000. Anchor Investment Management LLC purchased a new position in shares of CrowdStrike during the third quarter worth $25,000. Hanson & Doremus Investment Management grew its stake in shares of CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after buying an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC acquired a new stake in shares of CrowdStrike in the fourth quarter valued at $25,000. Hedge funds and other institutional investors 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.