Citigroup Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $525.00

CrowdStrike (NASDAQ:CRWD) had its target price dropped by research analysts at Citigroup from $610.00 to $525.00 in a report issued on Wednesday, MarketBeat Ratings reports. The firm presently has a “buy” rating on the stock. Citigroup’s price objective would indicate a potential upside of 23.19% from the stock’s current price.

Several other brokerages have also weighed in on CRWD. Barclays dropped their price objective on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Loop Capital set a $550.00 target price on CrowdStrike in a research report on Thursday, December 11th. Argus cut their price target on CrowdStrike from $600.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday. DA Davidson raised their price objective on CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Jefferies Financial Group decreased their price objective on CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a report on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $505.98.

CrowdStrike Stock Up 4.5%

Shares of NASDAQ:CRWD opened at $426.16 on Wednesday. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The company has a market capitalization of $107.43 billion, a PE ratio of -575.88, a price-to-earnings-growth ratio of 22.89 and a beta of 1.06. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.81 and a current ratio of 1.77. The company has a fifty day moving average of $432.60 and a 200-day moving average of $468.57.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the firm posted $1.03 earnings per share. The firm’s revenue was up 23.8% compared to the same quarter last year. On average, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity at CrowdStrike

In related news, CFO Burt W. Podbere sold 7,871 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares in the company, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Anurag Saha sold 836 shares of CrowdStrike 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 completion of the sale, the chief accounting officer directly owned 43,726 shares in the company, valued at approximately $20,849,868.58. This represents a 1.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 91,947 shares of company stock valued at $41,438,616 in the last ninety days. Insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

Hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC grew its stake in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after acquiring an additional 2,417 shares in the last quarter. Empowered Funds LLC grew its position in shares of CrowdStrike by 3.6% during the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after purchasing an additional 169 shares in the last quarter. AlphaQuest LLC bought a new position in shares of CrowdStrike in the second quarter worth $26,000. Simmons Bank purchased a new stake in shares of CrowdStrike in the second quarter worth $252,000. Finally, First Horizon Advisors Inc. boosted its stake in CrowdStrike by 3.1% during the second quarter. First Horizon Advisors Inc. now owns 1,711 shares of the company’s stock valued at $872,000 after buying an additional 51 shares during the period. Institutional investors own 71.16% of the company’s stock.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat expectations: revenue and EPS slightly topped estimates; ending ARR topped $5.25B and net new ARR was a record, supporting the company’s platform-led growth thesis. Guidance for FY27 was roughly in line with Street expectations, which helped sentiment. CrowdStrike Beats, But AI Concerns Persist
• Positive Sentiment: Company messaging highlights AI-native products (Falcon enhancements, identity/AI protections) and partnerships that extend its addressable market — reinforcing investor views that CrowdStrike is positioned to capture AI-driven cybersecurity spending. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Strategic win in Europe: a partnership to deliver Falcon on Schwarz Digits’ STACKIT sovereign cloud with EU data residency — helps EU public-sector and regulated-enterprise sales. CrowdStrike and Schwarz Digits Partner on STACKIT
• Positive Sentiment: Institutional interest: Baron Global Opportunity Fund increased its stake and Wells Fargo initiated/upgraded coverage (strong-buy/overweight commentary), signaling buy-side conviction following the quarter. Baron Global Opportunity Fund Increased Its Holding
• Neutral Sentiment: Investor outreach: CrowdStrike presented at the Morgan Stanley TMT conference (adds visibility but no new material guidance). CRWD Presents at Morgan Stanley TMT Conference
• Neutral Sentiment: Reported short-interest data in feeds was inconsistent/zero (likely a reporting artifact) and thus provides no clear directional signal to traders today.
• Negative Sentiment: Analysts are split and many lowered price targets after the release (Citigroup, Argus, UBS, Deutsche Bank and others trimmed targets even while some kept “buy” ratings) — this mixed/trimmed estimate backdrop limits upside and suggests the Street is wrestling with valuation vs. growth. Citigroup Adjusts Price Target on CrowdStrike Argus Adjusts Price Target on CrowdStrike These Analysts Cut Their Forecasts On CrowdStrike
• Negative Sentiment: Ongoing concern: some investors worry that “agentic AI” and software pricing dynamics could pressure long-term per-customer spend if AI reduces demand for multiple modules — a valuation risk for a high-multiple security vendor. CrowdStrike Beats, But AI Concerns Persist

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.