CrowdStrike (NASDAQ:CRWD – Free Report) had its target price decreased by Daiwa Securities Group from $560.00 to $500.00 in a research note issued to investors on Tuesday,MarketScreener reports. Daiwa Securities Group currently has an outperform rating on the stock.
A number of other equities research analysts have also issued reports on the company. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft cut their price target on CrowdStrike from $475.00 to $440.00 and set a “hold” rating for the company in a report on Wednesday, March 4th. DA Davidson upped their price objective on CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research report on Wednesday, March 4th. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. Finally, JPMorgan Chase & Co. dropped their price objective on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $505.19.
Get Our Latest Stock Report on CrowdStrike
CrowdStrike Stock Performance
CrowdStrike (NASDAQ:CRWD – Get Free Report) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating 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 business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same period in the prior year, the business earned $1.03 earnings per share. The company’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.
Insider Buying and Selling at CrowdStrike
In related news, CAO Anurag Saha sold 836 shares of the company’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 in the company, valued at approximately $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 can be accessed through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the 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 transaction, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 90,068 shares of company stock valued at $40,447,425. 3.32% of the stock is currently owned by insiders.
Institutional Trading of CrowdStrike
Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. PeakShares LLC acquired a new position in shares of CrowdStrike during the 4th quarter valued at about $956,000. Corient Private Wealth LLC boosted its position in shares of CrowdStrike by 5.6% in the fourth quarter. Corient Private Wealth LLC now owns 34,972 shares of the company’s stock worth $16,398,000 after acquiring an additional 1,844 shares during the last quarter. Lifetime Wealth Management P.C. acquired a new stake in shares of CrowdStrike in the fourth quarter worth approximately $49,000. Union Savings Bank purchased a new stake in CrowdStrike in the fourth quarter valued at approximately $38,000. Finally, Pure Financial Advisors LLC grew its holdings in CrowdStrike by 7.4% in the fourth quarter. Pure Financial Advisors LLC now owns 1,111 shares of the company’s stock valued at $521,000 after purchasing an additional 77 shares during the period. Hedge funds and other institutional investors own 71.16% of the company’s stock.
Key CrowdStrike News
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: Earnings beat and durable growth — Q4 results beat estimates (EPS $1.12 vs. $1.10; revenue $1.31B), ARR grew ~24% to $5.25B, operating income and cash flow expanded, supporting the view that subscription momentum is accelerating. CrowdStrike Delivered a Blowout Quarter—and the Stock Yawned
- Positive Sentiment: Analyst upgrade fuels demand — Morgan Stanley bumped CRWD to Overweight with a $510 target, a move that helped spark recent rallies and signals growing conviction that CrowdStrike will capture AI-related security spending. CrowdStrike (CRWD) Stock Jumps 17% Following Morgan Stanley’s Top Pick Designation
- Positive Sentiment: AI tailwind recognized by Wall Street — Multiple pieces note that AI expansion should raise demand for advanced endpoint and identity protection, reinforcing CrowdStrike’s addressable market thesis. Why CrowdStrike’s stock just won another fan on Wall Street
- Neutral Sentiment: Mixed price-target moves — Some shops trimmed targets (Daiwa to $500; Citi trimmed its target from $610 to $525 but kept Buy), reflecting differing views on how much premium the market should pay for growth. These conflicting PTs can moderate near-term upside. Daiwa lowers price target on CrowdStrike
- Negative Sentiment: Valuation concerns — Despite strong results, CRWD still trades at a premium (forward multiples well above the market). Analysts warn that sustained high growth will be needed to justify current valuations, which could cap gains if growth decelerates. Down 22%, Is It Time to Buy CrowdStrike Stock on the Dip?
- Negative Sentiment: Legal/competitive risk — CrowdStrike filed a trademark suit against rival AiStrike; litigation or intensified competition could create expenses or distractions. CrowdStrike sues rival AiStrike for trademark infringement
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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