DA Davidson Increases CrowdStrike (NASDAQ:CRWD) Price Target to $455.00

CrowdStrike (NASDAQ:CRWD) had its price target lifted by equities researchers at DA Davidson from $425.00 to $455.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. DA Davidson’s target price indicates a potential upside of 6.77% from the stock’s current price.

Several other research analysts also recently issued reports on CRWD. Stifel Nicolaus dropped their target price on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Capital One Financial cut their target price on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. Daiwa Securities Group boosted their price target on CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. Finally, Argus increased their price objective on CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Stock Up 4.5%

Shares of NASDAQ:CRWD opened at $426.16 on Wednesday. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17. The stock has a fifty day simple moving average of $432.60 and a two-hundred day simple moving average of $468.57. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The stock has a market capitalization of $107.43 billion, a price-to-earnings ratio of -575.88, a PEG ratio of 22.89 and a beta of 1.06.

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

Insider Activity at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. 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 90 days. 3.32% of the stock is owned by company insiders.

Institutional Trading of CrowdStrike

Several large investors have recently added to or reduced their stakes in the business. Laurel Wealth Advisors LLC raised its holdings 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 period. Norges Bank purchased a new stake in shares of CrowdStrike during the fourth quarter worth about $1,699,545,000. Vestor Capital LLC raised its stake in CrowdStrike by 269,840.3% during the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after purchasing an additional 976,822 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in CrowdStrike by 310.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after purchasing an additional 659,705 shares in the last quarter. Finally, Vanguard Group Inc. boosted its stake in CrowdStrike by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after purchasing an additional 596,007 shares during the period. 71.16% of the stock is currently owned by institutional investors.

Key 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

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.