CrowdStrike (NASDAQ:CRWD) Trading 1.5% Higher – What’s Next?

Shares of CrowdStrike (NASDAQ:CRWD) shot up 1.5% during mid-day trading on Thursday . The company traded as high as $400.80 and last traded at $399.12. 1,984,337 shares traded hands during mid-day trading, a decline of 49% from the average session volume of 3,906,016 shares. The stock had previously closed at $393.31.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s board authorized an additional $500 million in buybacks, taking the total repurchase program to $1.5 billion — a clear capital-allocation signal that management believes the stock is undervalued and supports EPS/share uplift over time. CrowdStrike Expands Buyback Authorization To $1.5 Billion After Record Q4 FY26
• Positive Sentiment: The buyback follows a strong quarter — management framed the repurchase as a confidence vote after record Q4 performance, reinforcing the thesis that growth and free‑cash‑flow trends support shareholder returns. CrowdStrike Expands Share Repurchase Authorization Following Strong Quarter
• Positive Sentiment: Product credibility: Gartner Peer Insights named CrowdStrike a Customers’ Choice for Managed Detection and Response; Falcon Complete scored a 98% willingness-to-recommend — this supports competitive positioning and could help sustain recurring revenue growth. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Positive Sentiment: Management is leaning into AI-driven security tailwinds — CFO comments tied the buyback to strong AI market opportunity and reiterated an ambitious long-term ARR goal (targeting ~$20B ARR by FY36), signaling conviction in multi‑year growth. CrowdStrike Unveils $500 Million Buyback Boost
• Neutral Sentiment: Context & valuation — some coverage notes the stock is trading nearer recent lows and that analysts still see upside (examples cite ~ $505 targets), so near-term price moves may reflect a mix of buyback optimism and broader valuation/tech-market headwinds. CrowdStrike (CRWD) Boosts Share Buyback to $1.5B as Stock Trades Near Lows

Wall Street Analysts Forecast Growth

CRWD has been the topic of a number of recent research reports. Truist Financial lowered their target price on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Stifel Nicolaus cut their price target on CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Morgan Stanley raised shares of CrowdStrike from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $487.00 to $510.00 in a report on Tuesday, March 10th. Finally, Needham & Company LLC cut their target price on shares of CrowdStrike from $575.00 to $475.00 and set a “buy” rating for the company in a research report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $504.98.

CrowdStrike Trading Down 0.1%

The stock’s 50-day simple moving average is $411.92 and its two-hundred day simple moving average is $467.32. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The firm has a market capitalization of $101.09 billion, a P/E ratio of -538.65, a price-to-earnings-growth ratio of 17.51 and a beta of 1.07.

CrowdStrike (NASDAQ:CRWD) last released 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 company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the previous year, the company earned $1.03 EPS. CrowdStrike’s revenue for the quarter was up 23.8% on a year-over-year basis. Equities research analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Insiders Place Their Bets

In other CrowdStrike news, CAO Anurag Saha sold 1,138 shares of the stock in a transaction that occurred 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 completion of the sale, the chief accounting officer directly owned 42,588 shares of the company’s stock, valued at $17,506,223.28. This trade represents a 2.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 68,636 shares of company stock worth $28,690,657 over the last ninety days. 3.32% of the stock is owned by company insiders.

Institutional Trading of CrowdStrike

Hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in shares of CrowdStrike by 1.4% during the fourth quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after purchasing an additional 340,047 shares in the last quarter. State Street Corp boosted 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 buying an additional 239,428 shares during the last quarter. Geode Capital Management LLC boosted its stake 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 buying an additional 137,224 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings in CrowdStrike by 1.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock valued at $2,002,398,000 after buying an additional 53,813 shares in the last quarter. Finally, Norges Bank purchased a new position in CrowdStrike during the 4th quarter valued at approximately $1,699,545,000. Hedge funds and other 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.