CrowdStrike (NASDAQ:CRWD) Shares Up 1.1% – Still a Buy?

CrowdStrike (NASDAQ:CRWD) shares were up 1.1% during mid-day trading on Monday . The stock traded as high as $417.43 and last traded at $413.31. Approximately 3,550,288 shares traded hands during mid-day trading, a decline of 11% from the average daily volume of 3,987,508 shares. The stock had previously closed at $409.00.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike announced Falcon Next‑Gen SIEM will ingest and correlate Microsoft Defender for Endpoint telemetry, reducing sensor complexity for Microsoft customers and expanding TAM through tighter Microsoft compatibility. CrowdStrike Unveils Falcon Next-Gen SIEM Support for Microsoft Defender for Endpoint, Advancing Open Security Architecture
• Positive Sentiment: CrowdStrike rolled out new Falcon capabilities positioning the endpoint as the “epicenter for AI security” (AI agent discovery, shadow AI governance, runtime threat detection) — messaging that reinforces its leadership in AI‑driven security and could drive upsells of cloud/AI modules. CrowdStrike Establishes the Endpoint as the Epicenter for AI Security
• Positive Sentiment: Brokerage/industry commentary is supportive: Wedbush framed 2026 as an AI “inflection year” and highlighted CrowdStrike’s ongoing expansion into cloud, data protection and AI modules as reasons to own the stock. Wedbush Says 2026 Is the “Inflection Year” for Artificial Intelligence (AI). Here’s the Stock to Own.
• Positive Sentiment: Consensus analyst positioning remains constructive with brokerages assigning a “Moderate Buy” consensus — a signal of continued institutional support as product momentum is digested. CrowdStrike (NASDAQ:CRWD) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Zacks flagged CrowdStrike as a trending stock and summarized key facts investors should weigh (growth profile, recent product launches, and risks) — useful as background but not new company-specific catalysts. CrowdStrike (CRWD) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Valuation and technicals remain potential constraints: CRWD still trades below its 50‑ and 200‑day moving averages, has a large market cap with negative net margin and reported a negative P/E, and today’s volume is below its average — factors that could limit near‑term upside despite product momentum.

Analyst Upgrades and Downgrades

CRWD has been the subject of several recent analyst reports. Loop Capital set a $550.00 target price on shares of CrowdStrike in a research note on Thursday, December 11th. Sanford C. Bernstein increased their price target on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a report on Wednesday, March 4th. Oppenheimer reduced their price objective on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Macquarie Infrastructure reaffirmed a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a report on Tuesday, January 27th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $555.00 target price on shares of CrowdStrike in a research report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $506.26.

CrowdStrike Stock Performance

The stock’s 50-day moving average price is $424.66 and its 200-day moving average price is $470.10. The company has a market capitalization of $104.82 billion, a price-to-earnings ratio of -558.52, a P/E/G ratio of 17.94 and a beta of 1.07. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.03 EPS. As a group, equities research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In related news, CEO George Kurtz sold 28,853 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,967 shares of company stock valued at $20,660,502 over the last 90 days. 3.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Carnegie Investment Counsel grew its position in shares of CrowdStrike by 6.7% in the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after purchasing an additional 1,428 shares during the period. Silver Oak Securities Incorporated boosted its stake in CrowdStrike by 394.8% in the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after buying an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. boosted its stake in CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after buying an additional 5,205 shares during the last quarter. GPS Wealth Strategies Group LLC grew its holdings in CrowdStrike by 7.3% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after buying an additional 1,512 shares during the period. Finally, Perpetual Ltd increased its stake in shares of CrowdStrike by 205.9% during the 3rd quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock valued at $762,000 after acquiring an additional 1,046 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

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.