CrowdStrike’s (CRWD) “Buy” Rating Reiterated at BTIG Research

CrowdStrike (NASDAQ:CRWD)‘s stock had its “buy” rating restated by equities researchers at BTIG Research in a note issued to investors on Tuesday,Benzinga reports. They presently have a $640.00 price target on the stock. BTIG Research’s target price would indicate a potential upside of 37.17% from the company’s current price.

Several other research firms have also issued reports on CRWD. BMO Capital Markets lifted their price objective on shares of CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Zacks Research lowered CrowdStrike from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 24th. Mizuho set a $540.00 price target on CrowdStrike in a report on Thursday. Loop Capital set a $550.00 price target on shares of CrowdStrike in a research report on Thursday, December 11th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $555.42.

CrowdStrike Stock Down 0.1%

CRWD traded down $0.43 during trading on Tuesday, reaching $466.57. 1,818,147 shares of the stock traded hands, compared to its average volume of 2,599,706. 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 fifty-two week low of $298.00 and a fifty-two week high of $566.90. The stock’s 50-day simple moving average is $500.78 and its two-hundred day simple moving average is $481.24. The stock has a market cap of $117.62 billion, a price-to-earnings ratio of -370.33, a price-to-earnings-growth ratio of 113.19 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the business earned $0.93 EPS. The business’s quarterly revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity at CrowdStrike

In other news, CAO Anurag Saha sold 836 shares of the business’s 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 directly owned 43,726 shares in the company, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction on 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 in the company, valued at $86,571,169.62. This represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 73,395 shares of company stock worth $36,920,217 in the last three months. Company insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in shares of CrowdStrike by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after buying an additional 445,926 shares during the period. State Street Corp grew its position in CrowdStrike by 1.1% in the third quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after acquiring an additional 117,639 shares during the period. Geode Capital Management LLC raised its stake in CrowdStrike by 5.0% during the second quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after acquiring an additional 273,922 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Finally, Norges Bank acquired a new stake in shares of CrowdStrike in the 2nd quarter valued at $1,638,365,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire SGNL to add real‑time, risk‑based identity and access controls to the Falcon platform — a clear move to build identity security as a new growth pillar. CRWD to Acquire SGNL: Is Identity Security the Next Growth Pillar?
• Positive Sentiment: Sell‑side analysts and some hedge‑fund coverage have applauded the SGNL deal and reiterated Buy ratings, supporting the view that the acquisition strengthens CrowdStrike’s long‑term TAM in identity security. Analysts Applaud CrowdStrike Holdings’ (CRWD) SGNL Deal, Reiterate Buy Ratings
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity — could accelerate customer acquisition and broaden Falcon usage in a large addressable market. CrowdStrike and Nord Security Announce Strategic Partnership to Redefine SMB Cybersecurity
• Positive Sentiment: Broker upgrades and coverage notes (including a recent Berenberg upgrade) provide near‑term sentiment support from the analyst community. CrowdStrike (NASDAQ:CRWD) Upgraded at Berenberg Bank
• Neutral Sentiment: A Seeking Alpha analysis says growth is reaccelerating but flags valuation as a constraint — important for investors focused on multiples and near‑term returns. CrowdStrike: Growth Reaccelerating, But Valuation Still A Constraint
• Neutral Sentiment: Zacks and other outlets note elevated investor interest and discussion of analyst recommendations — signals of attention but not a direct catalyst. Brokers Suggest Investing in CrowdStrike (CRWD): Read This Before Placing a Bet
• Neutral Sentiment: Citations on CrowdStrike as a “high‑growth” stock in group lists attract momentum flows but offer limited fundamental insight. These are high growth stocks | UPST, SOFI, CRWD, DDOG, NET, SNOW, GLBE, SE
• Negative Sentiment: KeyBanc said it is no longer bullish on CrowdStrike, warning of potential lower cybersecurity budgets in 2026 and a lack of AI tailwinds — a short‑term demand risk that could pressure sentiment and multiples. CrowdStrike Analyst No Longer Bullish, Citing Lower Security Budgets And Absence Of AI Tailwinds

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.