CrowdStrike (NASDAQ:CRWD) Rating Increased to Strong-Buy at Wells Fargo & Company

CrowdStrike (NASDAQ:CRWD) was upgraded by equities researchers at Wells Fargo & Company to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports.

Several other brokerages have also recently commented on CRWD. Argus raised their target price on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. KeyCorp reissued a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Wedbush reaffirmed an “outperform” rating and set a $600.00 target price on shares of CrowdStrike in a research note on Monday, December 1st. Finally, The Goldman Sachs Group increased their price target on shares of CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $520.43.

CrowdStrike Stock Performance

Shares of CRWD opened at $391.42 on Monday. The company has a 50-day moving average of $434.98 and a two-hundred day moving average of $469.29. The stock has a market cap of $98.68 billion, a price-to-earnings ratio of -310.65, a PEG ratio of 21.65 and a beta of 1.06. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the firm earned $1.03 EPS. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. On average, equities research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In other news, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the sale, the chief accounting officer owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. This trade represents a 1.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the sale, the chief financial officer owned 169,613 shares in the company, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 100,247 shares of company stock valued at $45,722,274 over the last quarter. Company insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors and hedge funds have recently bought and sold shares of CRWD. Asset Planning Inc bought a new stake in CrowdStrike in the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of CrowdStrike in the 3rd quarter valued at approximately $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike in the 3rd quarter worth approximately $25,000. Hanson & Doremus Investment Management lifted its position in shares of CrowdStrike by 170.0% during the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after buying an additional 34 shares during the period. Finally, Basepoint Wealth LLC bought a new position in shares of CrowdStrike during the 4th quarter worth approximately $25,000. 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: CrowdStrike’s CEO said demand for the Falcon platform is “elevated” in the AI era and management gave an upbeat earnings outlook, signaling confidence in subscription growth and enterprise spending on cybersecurity. Read More.
• Positive Sentiment: Q4/FY26 results showed continued top-line strength: revenue roughly $1.31B (+~23% YoY) and management highlighted record milestones (ending ARR ~$5.25B and ~$1.01B net new ARR). The company reported adjusted EPS that topped consensus by a small margin. Those metrics reinforce subscription durability and ARR expansion. Read More.
• Positive Sentiment: Multiple sell‑side shops updated coverage ahead of results (including upgrades/overweight calls and new coverage from Wells Fargo and Piper Sandler), which supports constructive analyst sentiment and helped intraday buying. Read More.
• Neutral Sentiment: Options-implied volatility signaled a large expected post‑earnings move (~8% swing), so price action may continue to be choppy even with a beat. Traders should expect elevated volatility around the release. Read More.
• Neutral Sentiment: Some coverage and data aggregators emphasize different accounting views (adjusted vs. GAAP): while non‑GAAP metrics looked solid, at least one third‑party summary highlighted weaker GAAP operating results and a year‑over‑year EPS decline on a GAAP basis — important for interpreting headline beats. Read More.
• Negative Sentiment: Ongoing market concerns about AI‑driven disruption to cybersecurity incumbents have pressured CRWD shares in recent weeks; investors remain sensitive to any guidance that slows or fails to reaccelerate growth. Geopolitical risk and broader tech weakness also weighed on sentiment into the print. Read More.
• Negative Sentiment: Quiver/third‑party data flagged heavy insider selling and notable institutional trimming in recent quarters — a potential governance/positioning signal that can add selling pressure if macro or guidance disappoints. Read More.

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.