CrowdStrike (NASDAQ:CRWD) Earns Buy Rating from Rosenblatt Securities

CrowdStrike (NASDAQ:CRWD)‘s stock had its “buy” rating restated by equities research analysts at Rosenblatt Securities in a research report issued to clients and investors on Wednesday,Benzinga reports. They currently have a $555.00 price objective on the stock. Rosenblatt Securities’ target price would indicate a potential upside of 41.79% from the company’s previous close.

Several other equities research analysts also recently issued reports on the company. Truist Financial reduced their price objective on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. The Goldman Sachs Group raised their target price on CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Canaccord Genuity Group decreased their price objective on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a report on Wednesday. Macquarie Infrastructure restated a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a research note on Tuesday, January 27th. Finally, Robert W. Baird decreased their price target on shares of CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $513.94.

CrowdStrike Stock Performance

Shares of CRWD stock opened at $391.42 on Wednesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The firm has a market capitalization of $98.68 billion, a price-to-earnings ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06. The business has a 50 day simple moving average of $434.98 and a 200 day simple moving average of $469.29. 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 (NASDAQ:CRWD) last posted its quarterly earnings data 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 company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. During the same quarter last year, the firm posted $1.03 EPS. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity

In other news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director directly owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. The trade was a 41.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 100,247 shares of company stock valued at $45,722,274. Company insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Asset Planning Inc acquired a new position in shares of CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in CrowdStrike in the third quarter valued at about $25,000. Anchor Investment Management LLC bought a new stake in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Hanson & Doremus Investment Management boosted its holdings in shares of CrowdStrike by 170.0% in the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after purchasing an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC acquired a new stake in CrowdStrike in the fourth quarter valued at about $25,000. 71.16% of the stock is owned by institutional investors.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

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.