BTIG Research Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $499.00

CrowdStrike (NASDAQ:CRWDFree Report) had its price objective cut by BTIG Research from $640.00 to $499.00 in a research note released on Monday,Benzinga reports. They currently have a buy rating on the stock.

Other research analysts have also recently issued research reports about the company. Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Piper Sandler upgraded CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 target price on the stock in a research note on Monday. Susquehanna boosted their price target on shares of CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a report on Wednesday, December 3rd. HSBC raised their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a report on Thursday, December 4th. Finally, Stephens set a $465.00 target price on shares of CrowdStrike in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $509.49.

Check Out Our Latest Analysis on CRWD

CrowdStrike Stock Up 4.2%

Shares of NASDAQ CRWD opened at $407.68 on Monday. 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 1 year low of $298.00 and a 1 year high of $566.90. The stock has a market capitalization of $102.78 billion, a P/E ratio of -550.91, a P/E/G ratio of 22.02 and a beta of 1.06. The company has a 50-day moving average price of $433.61 and a 200-day moving average price of $468.86.

CrowdStrike (NASDAQ:CRWDGet Free Report) last issued 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. CrowdStrike had a negative return on equity of 0.15% and a negative net margin of 3.81%.The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the business earned $1.03 EPS. The business’s revenue was up 23.8% on a year-over-year basis. On average, equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,247 shares of company stock worth $45,722,274 in the last ninety days. Insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after acquiring an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its position in shares of CrowdStrike by 3.6% in the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after buying an additional 169 shares in the last quarter. Hunter Associates Investment Management LLC bought a new stake in CrowdStrike during the second quarter valued at $284,000. AlphaQuest LLC purchased a new position in CrowdStrike during the second quarter worth about $26,000. Finally, Assetmark Inc. increased its stake in CrowdStrike by 622.7% in the 2nd quarter. Assetmark Inc. now owns 4,560 shares of the company’s stock worth $2,322,000 after acquiring an additional 3,929 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key CrowdStrike News

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

About CrowdStrike

(Get Free Report)

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.

Further Reading

Analyst Recommendations for CrowdStrike (NASDAQ:CRWD)

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