CrowdStrike (NASDAQ:CRWD) Price Target Raised to $368.00 at Sanford C. Bernstein

CrowdStrike (NASDAQ:CRWD) had its price target boosted by stock analysts at Sanford C. Bernstein from $353.00 to $368.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “market perform” rating on the stock. Sanford C. Bernstein’s price target points to a potential downside of 5.98% from the company’s previous close.

Several other research analysts also recently issued reports on the company. TD Cowen cut their price target on CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. Royal Bank Of Canada set a $550.00 target price on shares of CrowdStrike in a research report on Wednesday, February 11th. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Stephens set a $465.00 price objective on shares of CrowdStrike in a research note on Wednesday, February 25th. Finally, Morgan Stanley lifted their price objective on CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $513.94.

CrowdStrike Trading Up 1.7%

Shares of CrowdStrike stock opened at $391.42 on Wednesday. The company has a 50-day moving average of $434.98 and a two-hundred day moving average of $469.29. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market cap of $98.68 billion, a PE ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last released its quarterly 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 return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the prior year, the firm posted $1.03 EPS. The company’s revenue was up 23.8% compared to the same quarter last year. On average, research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the completion of the transaction, the chief executive officer directly owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through 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 value of $5,498,758.58. Following the transaction, the president owned 342,655 shares in the company, valued at $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by company insiders.

Institutional Trading of CrowdStrike

Institutional investors have recently made changes to their positions in the stock. Asset Planning Inc purchased a new stake in CrowdStrike during the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike during the 3rd quarter worth approximately $25,000. Anchor Investment Management LLC purchased a new position in CrowdStrike in the third quarter valued at approximately $25,000. Hanson & Doremus Investment Management lifted its position in CrowdStrike by 170.0% during the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after buying an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC purchased a new stake in CrowdStrike during the fourth quarter worth approximately $25,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

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.