Sanford C. Bernstein Forecasts Strong Price Appreciation for CrowdStrike (NASDAQ:CRWD) Stock

CrowdStrike (NASDAQ:CRWD) had its target price boosted by analysts at Sanford C. Bernstein from $353.00 to $368.00 in a note issued to investors on Wednesday, MarketBeat reports. The firm presently has a “market perform” rating on the stock. Sanford C. Bernstein’s target price would suggest a potential downside of 13.65% from the company’s previous close.

A number of other research analysts also recently weighed in on the company. BNP Paribas Exane raised their price objective on CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Stifel Nicolaus lowered their price target on CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Daiwa Securities Group boosted their target price on shares of CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 9th. Capital One Financial lowered their price target on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 14th. Finally, Royal Bank Of Canada set a $550.00 price objective on CrowdStrike in a research note on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Stock Performance

CRWD stock opened at $426.16 on Wednesday. The firm has a 50 day moving average of $432.60 and a two-hundred day moving average of $468.57. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a market capitalization of $107.43 billion, a price-to-earnings ratio of -575.88, a P/E/G ratio of 22.89 and a beta of 1.06. 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 (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. CrowdStrike’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.03 EPS. As a group, equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Transactions at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of the stock in a transaction dated Wednesday, December 24th. The shares were 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 owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This represents a 1.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 7,871 shares of CrowdStrike stock in a transaction that occurred 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 sale, the chief financial officer directly 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. Over the last three months, insiders have sold 91,947 shares of company stock worth $41,438,616. 3.32% of the stock is currently owned by company insiders.

Institutional Trading of CrowdStrike

Large investors have recently bought and sold shares of the stock. Asset Planning Inc acquired a new stake in shares of CrowdStrike in the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC bought a new position in CrowdStrike during the 3rd quarter valued at about $25,000. Hanson & Doremus Investment Management boosted its position in 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 bought a new stake in CrowdStrike during the fourth quarter worth about $25,000. 71.16% of the stock is currently owned by institutional investors.

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.