CrowdStrike (NASDAQ:CRWD) Shares Down 1% on Analyst Downgrade

Shares of CrowdStrike (NASDAQ:CRWD) were down 1% during mid-day trading on Thursday after Rosenblatt Securities lowered their price target on the stock from $630.00 to $555.00. Rosenblatt Securities currently has a buy rating on the stock. CrowdStrike traded as low as $402.29 and last traded at $411.54. Approximately 3,486,535 shares were traded during trading, an increase of 13% from the average daily volume of 3,086,275 shares. The stock had previously closed at $415.81.

CRWD has been the topic of a number of other reports. Arete Research set a $706.00 price objective on shares of CrowdStrike in a report on Tuesday, October 28th. Piper Sandler boosted their price target on shares of CrowdStrike from $450.00 to $520.00 and gave the stock a “neutral” rating in a report on Wednesday, December 3rd. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Wedbush reissued an “outperform” rating and set a $600.00 target price on shares of CrowdStrike in a research report on Monday, December 1st. Finally, The Goldman Sachs Group boosted their target price on CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $552.17.

Insiders Place Their Bets

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the completion of the sale, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $515.44, for a total value of $3,994,660.00. Following the transaction, the director directly owned 10,816 shares in the company, valued at $5,574,999.04. This represents a 41.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 100,247 shares of company stock valued at $45,722,274 in the last quarter. 3.32% of the stock is currently owned by company insiders.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

Institutional Trading of CrowdStrike

Several hedge funds and other institutional investors have recently modified their holdings of CRWD. Asset Planning Inc purchased a new stake in shares of CrowdStrike during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of CrowdStrike during the 3rd quarter valued at $25,000. Anchor Investment Management LLC purchased a new stake in CrowdStrike during the 3rd quarter worth about $25,000. AlphaQuest LLC bought a new position in CrowdStrike in the 2nd quarter worth about $26,000. Finally, Logan Capital Management Inc. purchased a new position in CrowdStrike during the 3rd quarter valued at about $26,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Performance

The stock has a market capitalization of $108.31 billion, a P/E ratio of -340.98, a PEG ratio of 23.55 and a beta of 1.03. 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 has a 50-day moving average price of $460.54 and a two-hundred day moving average price of $473.27.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter in the previous year, the company earned $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 21.8% on a year-over-year basis. Equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

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.