Morgan Stanley Upgrades CrowdStrike (NASDAQ:CRWD) to Overweight

CrowdStrike (NASDAQ:CRWD) was upgraded by stock analysts at Morgan Stanley from an “equal weight” rating to an “overweight” rating in a note issued to investors on Tuesday, MarketBeat Ratings reports. The brokerage presently has a $510.00 price objective on the stock, up from their previous price objective of $487.00. Morgan Stanley’s price target indicates a potential upside of 17.48% from the stock’s current price.

Other analysts also recently issued reports about the stock. Wedbush reaffirmed an “outperform” rating and set a $550.00 price objective on shares of CrowdStrike in a report on Wednesday, March 4th. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Truist Financial dropped their target price on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. JPMorgan Chase & Co. reduced their price target on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $555.00 price objective on shares of CrowdStrike in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $506.47.

CrowdStrike Stock Performance

Shares of CRWD opened at $434.13 on Tuesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The company has a market cap of $109.44 billion, a PE ratio of -586.65, a price-to-earnings-growth ratio of 20.96 and a beta of 1.07. The stock has a 50-day moving average price of $430.72 and a 200-day moving average price of $469.43.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the firm posted $1.03 earnings per share. CrowdStrike’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In related news, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Anurag Saha sold 1,530 shares of the business’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $734,063.40. Following the transaction, the chief accounting officer directly owned 44,562 shares in the company, valued at approximately $21,379,956.36. The trade was a 3.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 90,068 shares of company stock valued at $40,447,425. 3.32% of the stock is owned by insiders.

Hedge Funds Weigh In On CrowdStrike

Hedge funds and other institutional investors have recently modified their holdings of the stock. Asset Planning Inc bought a new stake in shares of CrowdStrike in the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike during the third quarter valued at $25,000. Anchor Investment Management LLC purchased a new position in CrowdStrike during the third quarter valued at $25,000. Hanson & Doremus Investment Management boosted its holdings in CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after acquiring an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC purchased a new stake in shares of CrowdStrike in the fourth quarter worth $25,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strong FY‑2026 results and guidance: CrowdStrike reported Q4 revenue of ~$1.31B, a GAAP net income print (first positive GAAP net income reported), an EPS beat, and record net new annual recurring revenue above $1B — metrics that support ongoing subscription growth and justify the recent rally. CrowdStrike Holdings, Inc. (CRWD) Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Product adoption and AI/security momentum: Management highlighted strong adoption of Falcon Flex and AI‑driven security offerings; multiple outlets point to AI security tailwinds as a driver of subscription growth and recent share gains. CrowdStrike Stock Hits $428
• Positive Sentiment: European expansion: CrowdStrike tapped STACKIT to pursue GDPR‑focused growth in Europe, which could support international subscription expansion and reduce regional regulatory friction. CrowdStrike Taps STACKIT To Pursue GDPR Focused Growth In Europe
• Neutral Sentiment: Trademark suit vs. AiStrike: CrowdStrike filed a trademark‑infringement lawsuit against rival AiStrike. This can protect brand/IP but also carries litigation risk and uncertain financial impact. CrowdStrike sues rival AiStrike for trademark infringement
• Neutral Sentiment: Short‑interest data appears unreliable: Recent reporting shows odd/zero short‑interest figures and a 0.0 days‑to‑cover — likely a data anomaly with limited informational value for near‑term trading. (internal/market data note)
• Negative Sentiment: Valuation and cautionary analyst notes: Multiple outlets warn that CRWD still trades at a premium despite the beat; some analysts urge caution given stretched multiples, which could cap further upside. CRWD Stock Rises 10% Post Q4 Results
• Negative Sentiment: Analyst stance: Mizuho moved to a ‘Hold’, signaling that at least some institutional views consider current valuation to be fairly priced and not a buy catalyst near term. CrowdStrike Gets a Hold from Mizuho

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.