CrowdStrike (NASDAQ:CRWD) Trading 3.5% Higher on Analyst Upgrade

Shares of CrowdStrike (NASDAQ:CRWD) rose 3.5% during trading on Monday after DA Davidson raised their price target on the stock from $425.00 to $455.00. DA Davidson currently has a buy rating on the stock. CrowdStrike traded as high as $387.15 and last traded at $384.86. Approximately 3,747,489 shares were traded during trading, a decline of 2% from the average daily volume of 3,839,430 shares. The stock had previously closed at $371.98.

Several other equities analysts have also issued reports on CRWD. Daiwa Securities Group lifted their target price on CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research note on Tuesday, December 9th. Piper Sandler raised shares of CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price objective on the stock in a research report on Monday. Canaccord Genuity Group decreased their target price on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a research report on Wednesday. Needham & Company LLC lowered their target price on shares of CrowdStrike from $575.00 to $475.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, BNP Paribas Exane reduced their price target on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $509.49.

Insiders Place Their Bets

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the transaction, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the sale, the director 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. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 100,247 shares of company stock valued at $45,722,274. Insiders own 3.32% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

Institutional Investors Weigh In On CrowdStrike

Several hedge funds have recently added to or reduced their stakes in the business. Laurel Wealth Advisors LLC grew its holdings in CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Norges Bank acquired a new stake in shares of CrowdStrike during the 4th quarter worth approximately $1,699,545,000. Vestor Capital LLC increased its holdings in shares of CrowdStrike by 269,840.3% during the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after purchasing an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in shares of CrowdStrike by 310.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock valued at $408,989,000 after purchasing an additional 659,705 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after buying an additional 596,007 shares in the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Trading Up 4.2%

The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The company’s 50-day moving average is $434.98 and its 200 day moving average is $469.29. The company has a market cap of $102.78 billion, a price-to-earnings ratio of -323.56, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $1.30 billion. During the same period in the prior year, the company posted $1.03 EPS. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. Research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

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.