CrowdStrike (NASDAQ:CRWD) Stock Rating Upgraded by Zacks Research

CrowdStrike (NASDAQ:CRWD) was upgraded by equities research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a report released on Tuesday,Zacks.com reports.

Several other research firms have also recently weighed in on CRWD. Daiwa Securities Group increased their price objective on CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research report on Tuesday, December 9th. BMO Capital Markets cut their target price on shares of CrowdStrike from $555.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday. Oppenheimer reduced their price target on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. BTIG Research dropped their price objective on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a report on Monday. Finally, Wells Fargo & Company initiated coverage on shares of CrowdStrike in a research report on Tuesday. They set an “overweight” rating and a $450.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus price target of $505.98.

CrowdStrike Stock Performance

CrowdStrike stock traded up $12.41 on Tuesday, reaching $420.09. 4,256,200 shares of the stock were exchanged, compared to its average volume of 4,042,559. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The firm has a fifty day moving average price of $433.61 and a two-hundred day moving average price of $468.86. The stock has a market cap of $105.90 billion, a PE ratio of -567.68, a PEG ratio of 22.02 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The business 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 0.15% and a negative net margin of 3.81%.The firm’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.03 EPS. Sell-side analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Transactions at CrowdStrike

In related news, CEO George Kurtz sold 28,853 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer directly owned 2,054,902 shares in the company, valued at $848,695,075.02. This trade represents a 1.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director directly owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This trade represents a 41.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On CrowdStrike

A number of large investors have recently made changes to their positions in the company. Pure Financial Advisors LLC grew its position in CrowdStrike by 7.4% during the fourth quarter. Pure Financial Advisors LLC now owns 1,111 shares of the company’s stock worth $521,000 after buying an additional 77 shares in the last quarter. SHP Wealth Management bought a new stake in shares of CrowdStrike during the 4th quarter valued at $490,000. Stenger Family Office LLC grew its holdings in shares of CrowdStrike by 314.6% during the 4th quarter. Stenger Family Office LLC now owns 8,993 shares of the company’s stock worth $4,216,000 after purchasing an additional 6,824 shares in the last quarter. Employees Provident Fund Board bought a new position in shares of CrowdStrike in the fourth quarter worth $216,342,000. Finally, Tulsa Wealth Advisors INC acquired a new position in CrowdStrike in the fourth quarter valued at about $317,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike beat Q4 estimates, posted record net new ARR and ended fiscal 2026 with ARR above $5B; management issued FY27 guidance roughly in line with expectations — a core fundamental reason the stock is rallying. Q4 Results
• Positive Sentiment: CrowdStrike announced a strategic EU sovereign-cloud partnership (Schwarz Digits / STACKIT) to deliver its AI‑native Falcon platform on a Europe‑operated cloud — supports international revenue expansion and EU data‑sovereignty demand. STACKIT Partnership
• Positive Sentiment: Institutional interest: Baron Global Opportunity Fund increased its CRWD holding, a signal of conviction from a sizable active manager. Baron Increased Holding
• Positive Sentiment: Wells Fargo initiated/started coverage with an overweight/positive stance, adding another bullish institutional voice on the platform story. Wells Fargo Coverage
• Neutral Sentiment: Some boutiques raised targets after the print (e.g., DA Davidson nudged its PT higher), reflecting split analyst views despite the beat. DA Davidson Lift
• Neutral Sentiment: Zacks moved CRWD from “strong sell” to “hold” — a modest upgrade but not a full endorsement, so impact is limited. Zacks Update
• Negative Sentiment: Several major banks cut price targets after the quarter (Citigroup to $525, Argus to $520, UBS and others trimmed theirs) — these downward target revisions introduce headline risk and weigh on near‑term sentiment. Citigroup PT Cut Argus PT Cut
• Negative Sentiment: Market concerns about AI-driven pricing pressure and “agentic AI” reducing software consumption persist — analysts warn the long‑term pricing model could be challenged, keeping valuations under scrutiny. AI Concerns
• Negative Sentiment: Coverage is mixed overall: while many firms remain buyers, a notable subset cut targets or moved to neutral — that split amplifies volatility even after a solid quarter. Analyst Cuts Summary

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.