Scotiabank Increases Earnings Estimates for CrowdStrike

CrowdStrike (NASDAQ:CRWD) – Equities research analysts at Scotiabank lifted their FY2027 EPS estimates for shares of CrowdStrike in a research note issued on Thursday, March 5th. Scotiabank analyst P. Colville now expects that the company will earn $0.87 per share for the year, up from their previous estimate of $0.81. Scotiabank currently has a “Outperform” rating on the stock. The consensus estimate for CrowdStrike’s current full-year earnings is $0.55 per share.

A number of other research firms have also recently issued reports on CRWD. BTIG Research cut their target price on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research note on Monday, March 2nd. Truist Financial dropped their price target on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. HSBC lifted their price objective on CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research report on Thursday, December 4th. Capital One Financial reduced their price objective on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. Finally, 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 report on Wednesday. One equities research 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 stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Price Performance

Shares of CrowdStrike stock opened at $428.99 on Friday. The stock has a market capitalization of $108.15 billion, a price-to-earnings ratio of -579.71, a P/E/G ratio of 20.82 and a beta of 1.06. The firm’s 50-day moving average price is $431.56 and its two-hundred day moving average price is $468.58. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the company posted $1.03 EPS. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis.

Insider Activity at CrowdStrike

In related news, CFO Burt W. Podbere sold 7,871 shares of CrowdStrike stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the sale, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the business’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 sale, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 91,947 shares of company stock valued at $41,438,616 over the last quarter. 3.32% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently modified their holdings of the business. Asset Planning Inc acquired a new position in shares of CrowdStrike in the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of CrowdStrike in the 3rd quarter valued at $25,000. Anchor Investment Management LLC acquired a new stake in CrowdStrike during the 3rd quarter worth $25,000. Hanson & Doremus Investment Management raised its stake in CrowdStrike by 170.0% during the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after buying an additional 34 shares during the period. Finally, Basepoint Wealth LLC bought a new position in CrowdStrike during the fourth quarter worth about $25,000. Institutional investors and hedge funds 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 showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

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.