CrowdStrike (NASDAQ:CRWD) Upgraded at Wells Fargo & Company

Wells Fargo & Company upgraded shares of CrowdStrike (NASDAQ:CRWD) to a strong-buy rating in a research report sent to investors on Monday,Zacks.com reports.

A number of other research analysts have also issued reports on CRWD. Loop Capital set a $550.00 target price on CrowdStrike in a report on Thursday, December 11th. DA Davidson set a $425.00 price target on CrowdStrike in a research report on Thursday, February 26th. Needham & Company LLC boosted their price objective on CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Wedbush reaffirmed an “outperform” rating and issued a $600.00 target price on shares of CrowdStrike in a report on Monday, December 1st. Finally, BTIG Research decreased their price target on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $509.49.

CrowdStrike Stock Up 4.2%

Shares of NASDAQ:CRWD opened at $407.68 on Monday. The firm has a market capitalization of $102.78 billion, a PE ratio of -550.91, a price-to-earnings-growth ratio of 22.02 and a beta of 1.06. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The firm’s 50-day moving average is $433.61 and its two-hundred day moving average is $468.86.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The business’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.03 earnings per share. Analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling

In related news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction that occurred 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. The trade was 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 through this link. Also, CFO Burt W. Podbere sold 7,871 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the transaction, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. This represents a 4.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 100,247 shares of company stock worth $45,722,274 in the last three months. Company insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently made changes to their positions in CRWD. Advyzon Investment Management LLC raised its stake in CrowdStrike by 142.9% during the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after purchasing an additional 533 shares during the period. Carnegie Investment Counsel grew its stake in shares of CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after buying an additional 1,428 shares during the period. Silver Oak Securities Incorporated increased its holdings in shares of CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after buying an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. raised its position in shares of CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after buying an additional 5,205 shares during the period. Finally, GPS Wealth Strategies Group LLC boosted its holdings in CrowdStrike by 7.3% in the third quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after acquiring an additional 1,512 shares during the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.