CrowdStrike (NASDAQ:CRWD) Rating Increased to Outperform at Wolfe Research

Wolfe Research upgraded shares of CrowdStrike (NASDAQ:CRWD) from a peer perform rating to an outperform rating in a research note published on Monday, MarketBeat reports. Wolfe Research currently has $450.00 price objective on the stock.

CRWD has been the topic of several other research reports. Loop Capital set a $550.00 price objective on shares of CrowdStrike in a research report on Thursday, December 11th. Berenberg Bank set a $600.00 price target on shares of CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Susquehanna raised their price target on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a report on Wednesday, December 3rd. Argus cut their price target on shares of CrowdStrike from $600.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Finally, Capital One Financial reduced their price objective on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $505.08.

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $380.06 on Monday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The business’s 50-day moving average price is $416.18 and its two-hundred day moving average price is $468.66. The company has a market capitalization of $96.39 billion, a P/E ratio of -513.59, a price-to-earnings-growth ratio of 16.21 and a beta of 1.07.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping 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 return on equity of 0.14% and a negative net margin of 3.81%.The business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period last year, the business earned $1.03 EPS. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO George Kurtz sold 31,915 shares of CrowdStrike stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $411.88, for a total value of $13,145,150.20. Following the transaction, the chief executive officer owned 2,162,415 shares in the company, valued at $890,655,490.20. This trade represents a 1.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, President Michael Sentonas sold 19,367 shares of the business’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the transaction, the president directly owned 406,944 shares of the company’s stock, valued at approximately $167,278,400.64. This represents a 4.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 116,469 shares of company stock valued at $48,369,351 in the last three months. Company insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

A number of institutional investors have recently made changes to their positions in the business. Asset Planning Inc acquired a new stake in CrowdStrike in the 3rd quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of CrowdStrike during the third quarter worth approximately $25,000. Anchor Investment Management LLC bought a new stake in shares of CrowdStrike in the third quarter valued at approximately $25,000. Logan Capital Management Inc. bought a new stake in shares of CrowdStrike in the third quarter valued at approximately $26,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of CrowdStrike in the second quarter worth $27,000. 71.16% of the stock is currently owned by institutional investors.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wolfe Research upgraded CRWD to “outperform” and set a $450 price target (~20–22% upside), a direct catalyst cited for Monday’s rally. CrowdStrike jumps as analyst flags 20% upside amid AI fears
• Positive Sentiment: Morgan Stanley reiterated bullish conviction, naming CrowdStrike a top AI-security pick and keeping its buy stance — supporting the narrative that AI risks could boost security spend. CrowdStrike Gains 4% as Morgan Stanley Names It a Top AI Security Bet
• Positive Sentiment: Analysts cited an escalation in Iranian cyber activity as a bullish demand driver; Benzinga reports a “double upgrade” tied to geopolitical risk raising prospects for more enterprise security spending. CrowdStrike Gets Double Upgrade As Iran’s Cyber Army Escalates Attacks
• Positive Sentiment: Macro and thematic pieces argue the pullback creates an attractive entry given CrowdStrike’s AI-driven endpoint leadership and subscription model — framing the sell-off as a buying opportunity for long-term investors. 3 Reasons CRWD Has Explosive Upside Potential
• Neutral Sentiment: Options and trading commentary suggest some traders plan to “sell the rip” into upgrade-driven rallies, signaling potential short-term volatility even as analyst support grows. CRWD “Sell the Rip” Options Strategy on Upgrade & Rally
• Neutral Sentiment: Insider activity: March filings show ~$28M of CRWD insider sales tied to RSU tax-withholding, which MarketBeat frames as non-bearish but may still concern some investors monitoring insider flows. Cybersecuity Signals: CEO Buys PAWN, Insider Sales Hit CRWD, RBRK
• Negative Sentiment: Broader negative pressure persists from debates that agentic AI tools could displace parts of traditional cybersecurity or compress margins; commentary and recent steep pullbacks highlight execution and secular-risk concerns investors still weigh. I’ve Changed My Mind on CrowdStrike Stock. The Agentic AI Boom Changes Everything.

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.