CrowdStrike (NASDAQ:CRWD) Price Target Lowered to $400.00 at Canaccord Genuity Group

CrowdStrike (NASDAQ:CRWD) had its price objective trimmed by Canaccord Genuity Group from $515.00 to $400.00 in a report published on Wednesday,Benzinga reports. The brokerage currently has a hold rating on the stock.

CRWD has been the subject of several other reports. Morgan Stanley dropped their target price on shares of CrowdStrike from $537.00 to $487.00 and set an “equal weight” rating for the company in a research report on Wednesday. Jefferies Financial Group lowered their price objective on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a report on Friday, February 27th. BTIG Research cut their price objective on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a research report on Monday. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Finally, Mizuho dropped their price target on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $509.49.

CrowdStrike Price Performance

Shares of CRWD stock opened at $407.68 on Wednesday. The firm has a market cap of $102.78 billion, a P/E ratio of -550.91, a P/E/G ratio of 22.02 and a beta of 1.06. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The business’s 50 day moving average price is $433.61 and its 200-day moving average price is $468.86. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. The company 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 0.15% and a negative net margin of 3.81%.The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.03 earnings per share. On average, equities research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Transactions at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares in the company, valued at $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Institutional investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its position in shares of CrowdStrike by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after acquiring an additional 340,047 shares during the last quarter. State Street Corp raised its stake in CrowdStrike by 2.2% during the fourth quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after purchasing an additional 239,428 shares in the last quarter. Geode Capital Management LLC lifted its position in CrowdStrike by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock valued at $2,777,227,000 after purchasing an additional 137,224 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after buying an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its holdings in shares of CrowdStrike by 1.3% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock worth $2,002,398,000 after buying an additional 53,813 shares during the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.