Scotiabank Analysts Boost Earnings Estimates for CrowdStrike

CrowdStrike (NASDAQ:CRWD) – Stock analysts at Scotiabank increased their FY2027 earnings per share estimates for CrowdStrike in a research report issued to clients and investors on Thursday, March 5th. Scotiabank analyst P. Colville now expects that the company will post earnings per share of $0.87 for the year, up from their prior forecast of $0.81. Scotiabank has a “Outperform” rating on the stock. The consensus estimate for CrowdStrike’s current full-year earnings is $0.55 per share.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.02. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.03 EPS.

A number of other equities research analysts have also recently commented on CRWD. Stephens lifted their price objective on CrowdStrike from $465.00 to $490.00 and gave the stock an “overweight” rating in a research note on Wednesday. The Goldman Sachs Group decreased their price objective on shares of CrowdStrike from $564.00 to $500.00 and set a “buy” rating for the company in a report on Wednesday. UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a report on Wednesday. Citizens Jmp reissued a “market outperform” rating and issued a $500.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Finally, Macquarie Infrastructure reaffirmed a “neutral” rating and set a $485.00 price objective on shares of CrowdStrike in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Price Performance

CRWD opened at $426.16 on Friday. The company has a fifty day moving average price of $432.60 and a two-hundred day moving average price of $468.57. The firm has a market capitalization of $107.43 billion, a PE ratio of -575.88, a P/E/G ratio of 22.89 and a beta of 1.06. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.81 and a current ratio of 1.77.

Insider Buying and Selling

In other news, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the sale, the chief accounting officer 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction on 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 completion of the transaction, the chief financial officer directly owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This trade represents a 4.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 91,947 shares of company stock valued at $41,438,616 over the last ninety days. Insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Laurel Wealth Advisors LLC increased its holdings in CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after buying an additional 4,285,640 shares during the last quarter. Norges Bank bought a new stake in shares of CrowdStrike in the 4th quarter valued at about $1,699,545,000. Vestor Capital LLC lifted its stake in CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after purchasing an additional 976,822 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in CrowdStrike by 310.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after purchasing an additional 659,705 shares during the period. Finally, Vanguard Group Inc. increased its position in CrowdStrike by 2.6% during the second 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 last quarter. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat and record ARR: CrowdStrike reported $1.31B revenue and $1.12 adjusted EPS, with ending ARR of ~$5.25B and record net new ARR of $331M — metrics investors prize in recurring-revenue software businesses. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: EU sovereign-cloud partnership and FalconID launch broaden addressable market: A long‑term deal with Schwarz Digits to deliver Falcon on STACKIT (GDPR-compliant sovereign cloud) plus the FalconID AI multifactor auth product target regulated European customers and identity security demand. CrowdStrike and Schwarz Digits Partner to Deliver AI‑Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Analyst support and institutional flows: Scotiabank raised its FY2027 EPS estimate and holds an Outperform/Buy; Baron Global Opportunity Fund increased its CRWD stake and Wells Fargo initiated coverage — all reinforce buy-side interest. CrowdStrike Receives a Buy from Scotiabank
• Neutral Sentiment: Mixed analyst price‑target moves: Several firms raised targets (e.g., Stephens, Rosenblatt, DA Davidson) while others trimmed theirs (Goldman, UBS, Morgan Stanley, BNP/Deutsche Bank). The net effect is continued Wall Street divergence rather than a clear sell‑ or buy‑consensus. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Guidance largely in line: FY2027 revenue and EPS guidance were essentially consistent with analyst expectations — supportive but not a large upside catalyst on its own. CrowdStrike Beats, But AI Concerns Persist
• Negative Sentiment: Valuation and AI‑driven pricing risk: Multiple pieces flag that high multiples and the possibility that agentic AI could compress software pricing or reduce module needs are key risks investors are weighing. Some analysts trimmed forecasts post‑print because of these structural concerns. Why I’m Still Not Buying CrowdStrike Stock
• Negative Sentiment: Mixed analyst downgrades / target cuts: A number of reputable shops lowered price targets after the quarter, signaling caution and limiting near-term upside until proof of durable AI monetization arrives. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.