Royal Bank Of Canada reaffirmed their outperform rating on shares of CrowdStrike (NASDAQ:CRWD – Free Report) in a report released on Tuesday morning,Benzinga reports. The brokerage currently has a $550.00 target price on the stock.
A number of other equities research analysts also recently weighed in on CRWD. Mizuho dropped their price target on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. UBS Group reaffirmed an “overweight” rating on shares of CrowdStrike in a report on Wednesday, March 4th. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Sanford C. Bernstein increased their price target on CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research note on Wednesday, March 4th. Finally, Evercore reduced their price target on CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and a consensus target price of $506.26.
Get Our Latest Stock Analysis on CRWD
CrowdStrike Trading Up 2.2%
CrowdStrike (NASDAQ:CRWD – Get Free Report) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping 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 company earned $1.03 earnings per share. The company’s revenue was up 23.8% on a year-over-year basis. As a group, research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.
Insiders Place Their Bets
In related news, CAO Anurag Saha sold 1,530 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $734,063.40. Following the completion of the sale, the chief accounting officer owned 44,562 shares of the company’s stock, valued at $21,379,956.36. This represents a 3.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 90,024 shares of company stock valued at $40,424,241 over the last 90 days. 3.32% of the stock is owned by company insiders.
Institutional Investors Weigh In On CrowdStrike
Several institutional investors and hedge funds have recently added to or reduced their stakes in CRWD. Asset Planning Inc acquired a new stake in CrowdStrike in the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in CrowdStrike during the third quarter worth about $25,000. Anchor Investment Management LLC acquired a new position in CrowdStrike during the third quarter worth about $25,000. Hanson & Doremus Investment Management lifted its holdings in shares of CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after acquiring an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new position in shares of CrowdStrike in the fourth quarter worth about $25,000. 71.16% of the stock is currently owned by institutional investors.
More CrowdStrike News
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: Morgan Stanley upgraded CRWD to Overweight and named it a Top Pick following Q4 FY26 results, signaling increased institutional conviction. Read More.
- Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating and set a $550 price target, highlighting a sizable upside case versus current levels. Read More.
- Positive Sentiment: Expanded NVIDIA collaboration: CrowdStrike unveiled a Secure‑by‑Design AI blueprint and deepened work on agentic MDR with NVIDIA, claiming faster investigations and improved triage accuracy — these moves embed Falcon into AI toolchains and address a growing enterprise security need. Read More.
- Positive Sentiment: Partnerships with Nebius and World Wide Technology position Falcon on AI‑optimized cloud infrastructure and in an AI proving ground, helping CrowdStrike capture security spend as enterprises deploy large‑scale AI. Read More.
- Positive Sentiment: Product/ARR momentum: Falcon Flex ARR topped $1.69B in Q4 FY26, supporting the narrative that platform adoption is expanding and driving durable recurring revenue growth. Read More.
- Neutral Sentiment: Analyst/industry commentary: Multiple outlets (24/7 Wall St., MarketBeat) are highlighting CrowdStrike as a core AI-security player alongside Okta, framing the company as well‑positioned for growing AI security budgets — this is positive context but not new financial data. Read More.
- Negative Sentiment: Sector headwinds: broader software group weakness and the “SaaS‑pocalypse” narrative remain risks — even with company‑specific positives, macro/valuation pressure on growth names could cap near‑term upside. Read More.
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.
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