CrowdStrike (NASDAQ:CRWD) Receives Average Recommendation of “Moderate Buy” from Brokerages

CrowdStrike (NASDAQ:CRWD) has earned a consensus rating of “Moderate Buy” from the forty-nine analysts that are covering the stock, Marketbeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, sixteen have given a hold recommendation and thirty have assigned a buy recommendation to the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $538.2766.

CRWD has been the subject of several research analyst reports. Evercore lifted their price objective on CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a report on Wednesday, December 3rd. Canaccord Genuity Group lifted their price target on shares of CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a research note on Wednesday, December 3rd. DA Davidson reiterated a “buy” rating and issued a $580.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Cantor Fitzgerald dropped their price objective on shares of CrowdStrike from $590.00 to $520.00 and set an “overweight” rating on the stock in a report on Tuesday. Finally, Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnerships and integrations that expand CrowdStrike’s ecosystem and telemetry reach — VAST Data announced a strategic partnership to embed CrowdStrike telemetry into its AI OS, which could increase enterprise adoption; this was also covered by Business Wire. VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle
• Positive Sentiment: Product integrations that simplify deployments and broaden endpoint coverage — Splashtop announced integration with the Falcon platform, which can help with sensor deployment and operational visibility. Splashtop Announces Integration with the CrowdStrike Falcon Platform
• Positive Sentiment: CrowdStrike’s 2026 Global Threat Report highlights accelerating AI-powered threats and faster eCrime breakout times — a data point investors view as supportive of continued demand for Falcon and managed detection/response. 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface
• Positive Sentiment: Several bullish analyst write-ups and upgrades argue the AI-driven selloff was overdone and reiterate CrowdStrike’s durable competitive advantages (Falcon platform, data flywheel, switching costs). These pieces help support a rebound in sentiment. CrowdStrike: A Ridiculous Overreaction To AI Fears (Upgrade)
• Neutral Sentiment: Analysts trimmed price targets (TD Cowen, Oppenheimer and Stifel reduced PTs from prior levels) but many maintained Buy/Outperform ratings — that lowers implied upside but keeps institutional conviction intact. TD Cowen Adjusts Price Target on CrowdStrike
• Neutral Sentiment: Short-interest data in recent reporting appears negligible/unreliable (reported as zero), so short squeezes or large short-covering moves are not driving today’s action.
• Negative Sentiment: Sector-wide selloff triggered by Anthropic’s launch of Claude Code Security (an AI code-scanning tool) sparked fears of AI disintermediation in parts of security, sending cybersecurity stocks lower earlier in the week — that pressure prompted downgrades and heavier selling. Cybersecurity stocks tank after Anthropic unveils Claude Code Security
• Negative Sentiment: Some analysts and press pieces warn the correction may continue given rotation away from high-multiple software names and macro/AI uncertainty; this keeps near-term downside risk. Why The CrowdStrike Stock Correction Isn’t Over Yet

Insider Activity at CrowdStrike

In other news, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the sale, the director owned 10,816 shares in the company, valued at $5,574,999.04. The trade was a 41.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 100,247 shares of company stock worth $45,722,274. Corporate insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Tempo Wealth LLC bought a new stake in shares of CrowdStrike in the fourth quarter worth $705,000. Thryve Wealth Management LLC acquired a new stake in shares of CrowdStrike in the fourth quarter valued at about $379,000. MidFirst Bank bought a new position in shares of CrowdStrike during the fourth quarter worth about $7,349,000. Walser Wealth Management Company A Ltd Liability Co acquired a new position in shares of CrowdStrike in the fourth quarter worth approximately $210,000. Finally, Copos Capital S.a r.l. acquired a new position in shares of CrowdStrike in the fourth quarter worth approximately $32,000. 71.16% of the stock is owned by institutional investors.

CrowdStrike Stock Up 3.7%

Shares of NASDAQ CRWD opened at $363.31 on Thursday. The business has a fifty day moving average of $442.81 and a two-hundred day moving average of $470.33. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The stock has a market cap of $91.59 billion, a PE ratio of -288.34, a PEG ratio of 19.70 and a beta of 1.03.

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

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.