The Goldman Sachs Group Has Lowered Expectations for CrowdStrike (NASDAQ:CRWD) Stock Price

CrowdStrike (NASDAQ:CRWD) had its price target lowered by equities research analysts at The Goldman Sachs Group from $564.00 to $500.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The brokerage currently has a “buy” rating on the stock. The Goldman Sachs Group’s target price points to a potential upside of 17.33% from the stock’s previous close.

Several other brokerages also recently commented on CRWD. TD Cowen reduced their target price on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Citizens Jmp reiterated a “market outperform” rating and set a $500.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Wells Fargo & Company began coverage on CrowdStrike in a report on Tuesday. They set an “overweight” rating and a $450.00 price target for the company. Finally, Needham & Company LLC decreased their price objective on CrowdStrike from $575.00 to $475.00 and set a “buy” rating on the stock in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $505.98.

CrowdStrike Stock Up 4.5%

CrowdStrike stock opened at $426.16 on Wednesday. The firm has a market capitalization of $107.43 billion, a PE ratio of -575.88, a P/E/G ratio of 22.89 and a beta of 1.06. The company’s 50-day moving average is $432.60 and its 200-day moving average is $468.57. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. 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 (NASDAQ:CRWD) last issued its earnings results 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 net margin of 3.81% and a negative return on equity of 0.14%. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the business posted $1.03 EPS. CrowdStrike’s revenue was up 23.8% on a year-over-year basis. Sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 1,879 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $527.51, for a total transaction of $991,191.29. Following the completion of the sale, the director directly owned 763,027 shares in the company, valued at $402,504,372.77. This represents a 0.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Johanna Flower sold 3,000 shares of the firm’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 directly owned 76,082 shares in the company, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 91,947 shares of company stock valued at $41,438,616. 3.32% of the stock is currently owned by insiders.

Hedge Funds Weigh In On CrowdStrike

Institutional investors have recently added to or reduced their stakes in the stock. Asset Planning Inc acquired a new stake in shares of CrowdStrike during the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike in the third quarter valued at about $25,000. Anchor Investment Management LLC acquired a new stake in shares of CrowdStrike during the third quarter valued at about $25,000. AlphaQuest LLC acquired a new stake in shares of CrowdStrike during the second quarter valued at about $26,000. Finally, Logan Capital Management Inc. bought a new stake in shares of CrowdStrike during the third quarter worth about $26,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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

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.