CrowdStrike (NASDAQ:CRWD) Price Target Cut to $480.00 by Analysts at Stifel Nicolaus

CrowdStrike (NASDAQ:CRWD) had its price target trimmed by Stifel Nicolaus from $600.00 to $480.00 in a research note issued to investors on Monday, Marketbeat.com reports. The firm currently has a buy rating on the stock.

A number of other analysts also recently issued reports on CRWD. Sanford C. Bernstein restated a “market perform” rating and set a $353.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Berenberg Bank set a $600.00 price objective on CrowdStrike and gave the stock a “buy” rating in a research report on Friday, January 9th. Zacks Research cut CrowdStrike from a “hold” rating to a “strong sell” rating in a research note on Monday, February 2nd. Robert W. Baird lifted their target price on CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Finally, Truist Financial decreased their price target on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Thirty research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average target price of $546.26.

CrowdStrike Stock Down 9.8%

NASDAQ CRWD opened at $350.33 on Monday. The business’s fifty day simple moving average is $447.71 and its 200-day simple moving average is $471.61. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market cap of $88.32 billion, a PE ratio of -278.04, a P/E/G ratio of 21.86 and a beta of 1.03. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the prior year, the firm posted $0.93 earnings per share. CrowdStrike’s quarterly revenue was up 21.8% on a year-over-year basis. As a group, equities analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of CrowdStrike 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 completion of the transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. The trade was a 1.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the sale, the chief accounting officer owned 43,726 shares in the company, valued at $20,849,868.58. This trade represents a 1.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in CrowdStrike by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock worth $11,351,748,000 after buying an additional 340,047 shares in the last quarter. State Street Corp grew its stake in shares of CrowdStrike by 2.2% in the fourth quarter. State Street Corp now owns 11,161,718 shares of the company’s stock worth $5,232,167,000 after acquiring an additional 239,428 shares in the last quarter. Geode Capital Management LLC increased its position in shares of CrowdStrike by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock worth $2,777,227,000 after acquiring an additional 137,224 shares during the period. Laurel Wealth Advisors LLC raised its stake in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in shares of CrowdStrike by 1.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock valued at $2,002,398,000 after acquiring an additional 53,813 shares in the last quarter. 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: Recent operating fundamentals and growth remain solid: CrowdStrike reported strong revenue growth (Q3 revenue +22% YoY) and continued cash generation, which underpins the longer-term thesis for the Falcon platform. Is CrowdStrike Stock a Buy After Falling 17% Year to Date?
• Positive Sentiment: Partnerships and channel momentum (Microsoft, Qualtrics and others) are cited as catalysts to expand Falcon’s reach and drive next-phase growth, helping offset short‑term headline risk. Can Strategic Partnerships Drive CrowdStrike’s Next Growth Phase?
• Positive Sentiment: Several bulls call the selloff an overreaction (“ghost trade”) and see buying opportunities; high‑profile analysts and investors still view CRWD as a leader in endpoint/cloud security. ‘AI Ghost Trade’ Fears Slam CrowdStrike, Palo Alto Stock — But Dan Ives Sees Winners
• Neutral Sentiment: Stifel lowered its price target (from $600 to $480) but kept a Buy rating — a sign of continued analyst support, but also that some upside expectations have been trimmed. Stifel Adjusts Price Target on CrowdStrike to $480 from $600, Maintains Buy Rating
• Negative Sentiment: Anthropic’s Claude Code Security launch directly triggered a broad selloff in cybersecurity names as investors reassess whether AI tools could replace or commoditize parts of incumbent vendors’ offerings. CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic’s AI tool launch
• Negative Sentiment: News coverage and market chatter widened fears (second‑day drops reported) that AI could disrupt security workflows and pricing, pressuring sentiment and driving indiscriminate selling. Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
• Negative Sentiment: Analyst and media coverage is framing the move as a rapid, sentiment‑driven plunge (multiple headlines cite consecutive days of declines), which can amplify volatility even if fundamentals remain intact. Why CrowdStrike Plunged For the Second Day In A Row

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.