CrowdStrike (NASDAQ:CRWD) Trading Up 1.8% – Still a Buy?

Shares of CrowdStrike (NASDAQ:CRWD) rose 1.8% during mid-day trading on Thursday . The company traded as high as $395.50 and last traded at $392.62. Approximately 2,444,316 shares changed hands during trading, a decline of 38% from the average daily volume of 3,940,740 shares. The stock had previously closed at $385.86.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike announced expanded strategic collaborations with IBM and Intel to integrate its Charlotte AI/AgentWorks and Falcon platform into broader SOC and endpoint ecosystems — a material product/GTM push that supports long‑term ARR expansion. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: CrowdStrike rolled out AI‑native products and the Charlotte AI AgentWorks ecosystem at RSA 2026, reinforcing its position as an “AI security OS” and creating multiple upsell/service avenues. Autonomous Security and the New AI Arms Race
• Neutral Sentiment: Analyst coverage remains mixed: several firms reaffirm buys but some have trimmed targets — consensus still rates CRWD a moderate buy, suggesting expectations are divergent and the stock is sensitive to news. CRWD analyst coverage and targets
• Negative Sentiment: Reports that Anthropic’s upcoming model could deliver advanced cybersecurity features triggered a sector‑wide selloff, with headlines explicitly citing potential competitive risks for CrowdStrike. CRWD, PANW, OKTA, ZS stocks tumble — what’s the Anthropic connection?
• Negative Sentiment: Earnings/quarterly commentary have disappointed some investors who expected a stronger re‑acceleration; coverage notes this contributed to today’s weakness as growth multiple sentiment cools. CrowdStrike Slides 7%
• Negative Sentiment: Disclosed insider selling (including several executive sales reported March 23–26) has amplified negative sentiment and raised short‑term investor caution. CrowdStrike insider selling

Analysts Set New Price Targets

A number of equities analysts have recently commented on CRWD shares. Wells Fargo & Company assumed coverage on CrowdStrike in a report on Tuesday, March 3rd. They issued an “overweight” rating and a $450.00 price target for the company. Sanford C. Bernstein boosted their price objective on CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research note on Wednesday, March 4th. Mizuho cut their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Oppenheimer reduced their target price on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. Finally, UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $506.26.

CrowdStrike Stock Performance

The firm has a market capitalization of $93.73 billion, a PE ratio of -499.43, a PEG ratio of 17.22 and a beta of 1.06. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The company has a 50-day moving average of $417.65 and a 200 day moving average of $468.41.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company’s revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.03 EPS. Equities research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insiders Place Their Bets

In other news, CAO Anurag Saha sold 1,138 shares of the firm’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $467,786.28. Following the sale, the chief accounting officer owned 42,588 shares in the company, valued at approximately $17,506,223.28. This trade represents a 2.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, President Michael Sentonas sold 19,367 shares of CrowdStrike stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the sale, the president directly owned 406,944 shares of the company’s stock, valued at $167,278,400.64. This represents a 4.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 116,469 shares of company stock valued at $48,369,351 over the last three months. Corporate insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in CRWD. Vanguard Group Inc. boosted its holdings in shares of CrowdStrike by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock worth $11,351,748,000 after purchasing an additional 340,047 shares in the last quarter. State Street Corp raised its holdings in shares of CrowdStrike by 2.2% during the 4th quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after buying an additional 239,428 shares in the last quarter. Geode Capital Management LLC lifted its position in CrowdStrike by 2.4% in the 4th quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock worth $2,777,227,000 after buying an additional 137,224 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in 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. Finally, Norges Bank purchased a new stake in CrowdStrike in the fourth quarter worth approximately $1,699,545,000. Institutional investors own 71.16% of the company’s stock.

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.