Needham & Company LLC Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $475.00

CrowdStrike (NASDAQ:CRWD) had its price objective dropped by stock analysts at Needham & Company LLC from $575.00 to $475.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s price objective points to a potential upside of 11.46% from the company’s previous close.

Other analysts also recently issued reports about the stock. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Argus upped their price objective on shares of CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Susquehanna lifted their target price on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a report on Wednesday, December 3rd. BNP Paribas Exane boosted their price target on CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Finally, TD Cowen reduced their price objective on CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Price Performance

CRWD stock opened at $426.16 on Wednesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.81. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The firm has a 50-day moving average of $432.60 and a 200 day moving average of $468.57. The company has a market cap of $107.43 billion, a P/E ratio of -575.88, a PEG ratio of 22.89 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the business earned $1.03 EPS. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction 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 completion of the sale, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Burt W. Podbere sold 7,871 shares of the business’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 completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. This represents a 4.43% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 91,947 shares of company stock worth $41,438,616. Insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

A number of large investors have recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in CrowdStrike by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock worth $11,351,748,000 after purchasing an additional 340,047 shares during the period. State Street Corp grew its holdings 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 during the period. Geode Capital Management LLC increased its position in CrowdStrike by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock valued at $2,777,227,000 after acquiring an additional 137,224 shares during the last quarter. Laurel Wealth Advisors LLC increased its position in CrowdStrike by 54,635.9% during 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 during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its holdings in 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 during the period. 71.16% of the stock is currently owned by institutional investors.

Key Headlines Impacting CrowdStrike

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.