CrowdStrike’s (CRWD) Overweight Rating Reaffirmed at Cantor Fitzgerald

Cantor Fitzgerald reaffirmed their overweight rating on shares of CrowdStrike (NASDAQ:CRWD) in a report released on Wednesday morning, MarketBeat Ratings reports. Cantor Fitzgerald currently has a $520.00 target price on the stock.

A number of other brokerages have also issued reports on CRWD. Capital One Financial cut their price target on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. BNP Paribas Exane raised their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $353.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. HSBC boosted their price target on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research note on Thursday, December 4th. Finally, KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $509.49.

CrowdStrike Trading Up 4.2%

CrowdStrike stock opened at $407.68 on Wednesday. The firm has a 50 day moving average of $433.61 and a 200 day moving average of $468.86. The firm has a market capitalization of $102.78 billion, a price-to-earnings ratio of -550.91, a P/E/G ratio of 22.02 and a beta of 1.06. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results 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. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.03 earnings per share. As a group, research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Activity at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction 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 transaction, the director owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% 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, President Michael Sentonas sold 11,461 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 in the last ninety days. Corporate insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Laurel Wealth Advisors LLC grew its position in CrowdStrike by 54,635.9% in the 2nd 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 last quarter. Norges Bank purchased a new stake in shares of CrowdStrike during the fourth quarter valued at $1,699,545,000. Vestor Capital LLC grew its holdings in shares of CrowdStrike by 269,840.3% in the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after purchasing an additional 976,822 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in CrowdStrike by 310.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after buying an additional 659,705 shares during the period. Finally, Vanguard Group Inc. increased its stake in CrowdStrike by 2.6% in the 2nd 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 during the period. Institutional investors own 71.16% 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

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.