CrowdStrike (NASDAQ:CRWD) Earns “Buy” Rating from Rosenblatt Securities

CrowdStrike (NASDAQ:CRWD)‘s stock had its “buy” rating reiterated by Rosenblatt Securities in a research report issued on Wednesday,Benzinga reports. They currently have a $555.00 price objective on the stock. Rosenblatt Securities’ target price would indicate a potential upside of 30.23% from the company’s previous close.

CRWD has been the topic of a number of other research reports. Scotiabank reissued an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Royal Bank Of Canada set a $550.00 price objective on CrowdStrike in a report on Wednesday, February 11th. Cantor Fitzgerald reissued an “overweight” rating and issued a $520.00 target price on shares of CrowdStrike in a report on Wednesday. Loop Capital set a $550.00 price target on CrowdStrike in a research note on Thursday, December 11th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $500.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $505.98.

CrowdStrike Price Performance

Shares of NASDAQ:CRWD opened at $426.16 on Wednesday. The firm has a market capitalization of $107.43 billion, a PE ratio of -575.88, a PEG ratio of 22.89 and a beta of 1.06. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The business’s 50 day moving average is $432.60 and its 200-day moving average is $468.57.

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

Insider Buying and Selling

In related news, Director Sameer K. Gandhi sold 1,879 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total transaction of $991,191.29. Following the transaction, the director owned 763,027 shares in the company, valued at $402,504,372.77. This represents a 0.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $5,498,758.58. Following the sale, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 91,947 shares of company stock valued at $41,438,616. Insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Large investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in CrowdStrike by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock worth $11,351,748,000 after buying an additional 340,047 shares in the last quarter. State Street Corp increased its stake in shares of CrowdStrike by 2.2% in the 4th quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after buying an additional 239,428 shares during the period. Geode Capital Management LLC raised its position in shares of CrowdStrike by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock worth $2,777,227,000 after acquiring an additional 137,224 shares during the last quarter. Laurel Wealth Advisors LLC lifted its stake in shares of 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. Finally, Price T Rowe Associates Inc. MD lifted its stake in shares of CrowdStrike by 1.3% during 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 and hedge funds.

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.