CrowdStrike (NASDAQ:CRWD) Shares Up 2.8% on Analyst Upgrade

CrowdStrike (NASDAQ:CRWD)’s share price shot up 2.8% during mid-day trading on Monday after Wolfe Research upgraded the stock from a peer perform rating to an outperform rating. Wolfe Research now has a $450.00 price target on the stock. CrowdStrike traded as high as $390.49 and last traded at $380.06. 4,367,115 shares were traded during trading, an increase of 10% from the average session volume of 3,969,193 shares. The stock had previously closed at $369.58.

Other analysts have also issued research reports about the company. DZ Bank raised CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 price objective on the stock in a research report on Wednesday, March 11th. TD Cowen lowered their target price on CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. Robert W. Baird cut their price target on CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a report on Monday, March 2nd. Wells Fargo & Company started coverage on CrowdStrike in a research report on Tuesday, March 3rd. They issued an “overweight” rating and a $450.00 price target on the stock. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $555.00 price objective on shares of CrowdStrike in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $505.08.

Insider Transactions at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 15,918 shares of CrowdStrike stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $410.45, for a total value of $6,533,543.10. Following the sale, the chief financial officer directly owned 195,523 shares of the company’s stock, valued at $80,252,415.35. This trade represents a 7.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 116,469 shares of company stock valued at $48,369,351 over the last ninety days. Company insiders own 3.32% of the company’s stock.

Trending Headlines about 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.

Hedge Funds Weigh In On CrowdStrike

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Disciplined Equity Management Inc. boosted its stake in CrowdStrike by 0.8% in the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after buying an additional 20 shares in the last quarter. TD Private Client Wealth LLC raised its stake in CrowdStrike by 6.4% during the third quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after acquiring an additional 20 shares in the last quarter. Financially Speaking Inc raised its stake in CrowdStrike by 26.7% during the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after acquiring an additional 20 shares in the last quarter. Catalyst Financial Partners LLC lifted its holdings in shares of CrowdStrike by 1.6% during the third quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after acquiring an additional 20 shares during the period. Finally, Fire Capital Management LLC lifted its holdings in shares of CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after acquiring an additional 21 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Price Performance

The company’s 50 day moving average price is $416.18 and its 200 day moving average price is $468.66. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The company has a market cap of $96.39 billion, a price-to-earnings ratio of -513.59, a P/E/G ratio of 16.21 and a beta of 1.07.

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. On average, equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.