CrowdStrike (NASDAQ:CRWD) Upgraded at Zacks Research

Zacks Research upgraded shares of CrowdStrike (NASDAQ:CRWD) from a strong sell rating to a hold rating in a research report sent to investors on Tuesday morning,Zacks.com reports.

Several other research firms have also recently weighed in on CRWD. JPMorgan Chase & Co. reduced their price target on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. Capital One Financial cut their price objective on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 14th. Evercore reduced their target price on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. BMO Capital Markets dropped their price target on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, Susquehanna lifted their price target on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research note on Wednesday, December 3rd. One 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 company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Stock Up 4.5%

Shares of CrowdStrike stock opened at $426.16 on Tuesday. The company has a market capitalization of $107.43 billion, a P/E 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 current ratio of 1.77 and a quick ratio of 1.81. The business has a 50-day moving average of $432.60 and a two-hundred day moving average of $468.57. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued 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 business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period in the previous year, the firm earned $1.03 EPS. CrowdStrike’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, equities analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insiders Place Their Bets

In other CrowdStrike news, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Anurag Saha sold 836 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the sale, the chief accounting officer 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 have sold 91,947 shares of company stock valued at $41,438,616 in the last quarter. 3.32% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On CrowdStrike

Several hedge funds and other institutional investors have recently made changes to their positions in CRWD. Asset Planning Inc acquired a new position in shares of CrowdStrike during the 3rd quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike during the third quarter worth about $25,000. Anchor Investment Management LLC acquired a new position in CrowdStrike during the third quarter worth approximately $25,000. Hanson & Doremus Investment Management increased its position in CrowdStrike by 170.0% during the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after buying an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new stake in CrowdStrike in the fourth quarter valued at approximately $25,000. 71.16% of the stock is owned by institutional investors.

CrowdStrike News Roundup

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.