CrowdStrike (NASDAQ:CRWD) Trading 4.9% Higher – Time to Buy?

CrowdStrike (NASDAQ:CRWD) shot up 4.9% on Thursday . The company traded as high as $385.09 and last traded at $381.10. 6,111,636 shares were traded during trading, an increase of 61% from the average session volume of 3,805,815 shares. The stock had previously closed at $363.31.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Nvidia CEO Jensen Huang pushed back on the idea that AI will cannibalize enterprise software, a comment that helped lift cybersecurity names including CrowdStrike. The remark reduced the “AI will kill software” narrative and appears to be a near-term sentiment driver for the rally. CrowdStrike (CRWD) Shares Skyrocket, What You Need To Know
• Positive Sentiment: CrowdStrike launched FalconID (phishing-resistant MFA) broadly — a product explicitly marketed to stop AI-accelerated phishing and credential abuse, strengthening its identity-security story and TAM expansion. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Strategic partnerships and integrations (VAST Data to secure the AI lifecycle; Splashtop integration for endpoint ops) reinforce enterprise traction and use-case expansion into AI system security. These tie into the company’s narrative that AI increases, not decreases, demand for security. VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle
• Positive Sentiment: High-profile endorsements and coverage (Jim Cramer and multiple bullish analyst/opinion pieces) are framing recent AI-driven weakness as an overreaction, encouraging buyers. CrowdStrike (CRWD)’s Killing It, Says Jim Cramer
• Neutral Sentiment: CrowdStrike announced Fal.Con Gov 2026 and will present at investor conferences — positive for GOV/visibility but routine and more medium-term in impact. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Negative Sentiment: Several brokers cut price targets (Evercore, JPMorgan trimmed PTs; Stifel lowered PT) and some firms issued pessimistic forecasts recently — these reduce near-term analyst upside and likely pressured the stock earlier. JPMorgan adjusts price target on CrowdStrike holdings to $472
• Negative Sentiment: AI-related headlines (Anthropic/“Claude risk”) provoked a selloff last week; some analysts/voices remain cautious and have lowered ratings or forecasts, leaving downside risk if AI fear narratives re-emerge. Anthropic Mauls CrowdStrike Again. Here’s Why the Cybersecurity Stock Is a Buy

Analysts Set New Price Targets

A number of equities analysts recently issued reports on CRWD shares. BTIG Research reiterated a “buy” rating and issued a $640.00 target price on shares of CrowdStrike in a research report on Tuesday, January 13th. Macquarie Infrastructure reiterated a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a report on Tuesday, January 27th. JPMorgan Chase & Co. lowered their price objective on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research note on Wednesday. Robert W. Baird upped their target price on CrowdStrike from $490.00 to $550.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. Finally, Wedbush reaffirmed an “outperform” rating and set a $600.00 price target on shares of CrowdStrike in a research note on Monday, December 1st. Thirty analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $530.87.

CrowdStrike Trading Up 4.9%

The company’s 50-day moving average is $442.81 and its 200 day moving average is $470.33. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market cap of $96.08 billion, a PE ratio of -302.46, a P/E/G ratio of 19.70 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s revenue was up 21.8% on a year-over-year basis. During the same period in the previous year, the business earned $0.93 EPS. As a group, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity

In other news, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This represents a 1.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, President Michael Sentonas sold 11,461 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 100,247 shares of company stock worth $45,722,274. Corporate insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Institutional investors and hedge funds have recently modified their holdings of the stock. Laurel Wealth Advisors LLC increased its position in 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 purchasing an additional 4,285,640 shares during the last quarter. Norges Bank bought a new stake in shares of CrowdStrike in the 4th quarter valued at approximately $1,699,545,000. Vestor Capital LLC grew its stake in shares of CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after buying an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in CrowdStrike by 310.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after buying an additional 659,705 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after acquiring an additional 596,007 shares in the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

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.