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

CrowdStrike (NASDAQ:CRWD) had its price target lowered by equities researchers at UBS Group from $590.00 to $525.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. UBS Group’s price target points to a potential upside of 23.19% from the company’s current price.

Other equities analysts have also recently issued research reports about the stock. Sanford C. Bernstein raised their target price on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a report on Wednesday. Weiss Ratings restated a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. HSBC upped their price objective on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research note on Thursday, December 4th. Evercore reduced their price target on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. Finally, Argus upped their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, CrowdStrike has a consensus rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Stock Performance

Shares of CRWD 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 12-month low of $298.00 and a 12-month high of $566.90. The business’s fifty day moving average price is $432.60 and its 200 day moving average price is $468.57. The stock 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.

CrowdStrike (NASDAQ:CRWD) last issued 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 net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period in the prior year, the company earned $1.03 earnings per share. The firm’s revenue was up 23.8% compared to the same quarter last year. Equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In related news, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 91,947 shares of company stock valued at $41,438,616. Corporate insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

Several institutional investors and hedge funds have recently added to or reduced their stakes in CRWD. Disciplined Equity Management Inc. increased its holdings in shares of CrowdStrike by 0.8% in the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after buying an additional 20 shares in the last quarter. TD Private Client Wealth LLC grew its holdings in shares of CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after acquiring an additional 20 shares during the last quarter. Financially Speaking Inc raised its position in shares of CrowdStrike by 26.7% during the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after purchasing an additional 20 shares during the period. Catalyst Financial Partners LLC boosted its position in shares of CrowdStrike by 1.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after purchasing an additional 20 shares during the period. Finally, Fire Capital Management LLC raised its holdings in CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after buying an additional 21 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

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

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.