CrowdStrike (NASDAQ:CRWD – Free Report) had its price objective cut by Evercore from $460.00 to $375.00 in a research report released on Wednesday,MarketScreener reports. They currently have an equal weight rating on the stock.
Several other brokerages have also commented on CRWD. Morgan Stanley increased their price objective on CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research report on Thursday, December 18th. Stifel Nicolaus cut their price objective on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research note on Monday. Arete Research set a $706.00 price target on shares of CrowdStrike in a research note on Tuesday, October 28th. Wedbush restated an “outperform” rating and set a $600.00 price target on shares of CrowdStrike in a research report on Monday, December 1st. Finally, Loop Capital set a $550.00 price objective on CrowdStrike in a report on Thursday, December 11th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $534.17.
Read Our Latest Analysis on CrowdStrike
CrowdStrike Price Performance
CrowdStrike (NASDAQ:CRWD – Get Free Report) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the previous year, the firm earned $0.93 earnings per share. CrowdStrike’s revenue was up 21.8% on a year-over-year basis. As a group, analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.
Insider Buying and Selling
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 transaction of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the stock in a transaction on 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 completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 100,247 shares of company stock valued at $45,722,274 over the last 90 days. 3.32% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On CrowdStrike
Hedge funds have recently added to or reduced their stakes in the stock. Laurel Wealth Advisors LLC boosted its stake in shares of CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares during the period. Norges Bank purchased a new position in CrowdStrike in the 4th quarter worth about $1,699,545,000. Vestor Capital LLC grew its stake in CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after acquiring an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of CrowdStrike by 310.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after acquiring an additional 659,705 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in shares of CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after purchasing an additional 596,007 shares during the period. 71.16% of the stock is currently owned by hedge funds and other institutional investors.
CrowdStrike News Summary
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: CrowdStrike launched FalconID (general availability), adding phishing‑resistant, risk‑aware multi‑factor authentication to the Falcon platform — strengthens identity security offering and could boost upsell/renewals. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
- Positive Sentiment: Strategic partnership with VAST Data to integrate data‑layer governance with CrowdStrike telemetry — addresses security for the AI lifecycle, expanding TAM relevance as enterprises shore up AI data pipelines. VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle
- Positive Sentiment: Splashtop integration with the Falcon platform improves endpoint deployment and operational visibility — incremental channel/tech partnerships can ease customer onboarding and sensor adoption. Splashtop Announces Integration with the CrowdStrike Falcon Platform
- Neutral Sentiment: CrowdStrike will present at upcoming investor conferences and is hosting Fal.Con Gov on March 18 — helpful for visibility with government and institutional buyers but more of a medium‑term sentiment driver. CrowdStrike to Participate in Upcoming Investor Conference CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
- Neutral Sentiment: Zacks and other outlets published previews and consensus notes on Q4 estimates and broker ratings (consensus: moderate buy) — useful for quarter modeling but not an immediate catalyst. Curious about CrowdStrike (CRWD) Q4 Performance? Explore Wall Street Estimates for Key Metrics
- Negative Sentiment: Several brokers cut price targets and issued more cautious notes: Evercore trimmed its PT to $375 (equal weight) and JPMorgan cut its PT to $472 while keeping an overweight rating — short‑term pressure from target cuts and mixed analyst tone. JPMorgan Adjusts Price Target on CrowdStrike Evercore Adjusts Price Target on CrowdStrike
- Negative Sentiment: Broader analyst pessimism and AI‑fear narratives (Oppenheimer, TD Cowen, media pieces describing AI risks) have driven recent selling and volatility — investors are re‑pricing AI exposure for cybersecurity names. Oppenheimer Issues Pessimistic Forecast for CrowdStrike
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.
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