CrowdStrike (NASDAQ:CRWD – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the forty-nine analysts that are presently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, fifteen have assigned a hold recommendation, thirty-two have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $506.2553.
A number of research analysts have recently issued reports on CRWD shares. Wells Fargo & Company assumed coverage on shares of CrowdStrike in a research note on Tuesday, March 3rd. They issued an “overweight” rating and a $450.00 target price for the company. UBS Group reaffirmed an “overweight” rating on shares of CrowdStrike in a report on Wednesday, March 4th. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. BNP Paribas Exane reduced their price objective on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 4th. Finally, Oppenheimer decreased their target price on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating on the stock in a report on Tuesday, February 24th.
Get Our Latest Stock Report on CRWD
CrowdStrike News Roundup
- Positive Sentiment: CrowdStrike announced expanded strategic collaborations with IBM and Intel to integrate its Charlotte AI/AgentWorks and Falcon platform into broader SOC and endpoint ecosystems — a material product/GTM push that supports long‑term ARR expansion. CrowdStrike and IBM Expand Strategic Collaboration
- Positive Sentiment: CrowdStrike rolled out AI‑native products and the Charlotte AI AgentWorks ecosystem at RSA 2026, reinforcing its position as an “AI security OS” and creating multiple upsell/service avenues. Autonomous Security and the New AI Arms Race
- Neutral Sentiment: Analyst coverage remains mixed: several firms reaffirm buys but some have trimmed targets — consensus still rates CRWD a moderate buy, suggesting expectations are divergent and the stock is sensitive to news. CRWD analyst coverage and targets
- Negative Sentiment: Reports that Anthropic’s upcoming model could deliver advanced cybersecurity features triggered a sector‑wide selloff, with headlines explicitly citing potential competitive risks for CrowdStrike. CRWD, PANW, OKTA, ZS stocks tumble — what’s the Anthropic connection?
- Negative Sentiment: Earnings/quarterly commentary have disappointed some investors who expected a stronger re‑acceleration; coverage notes this contributed to today’s weakness as growth multiple sentiment cools. CrowdStrike Slides 7%
- Negative Sentiment: Disclosed insider selling (including several executive sales reported March 23–26) has amplified negative sentiment and raised short‑term investor caution. CrowdStrike insider selling
Insider Buying and Selling at CrowdStrike
In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 15,918 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the transaction, the chief financial officer owned 195,523 shares in the company, valued at $80,252,415.35. The trade was a 7.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 116,469 shares of company stock worth $48,369,351 over the last quarter. Corporate insiders own 3.32% of the company’s stock.
Institutional Trading of CrowdStrike
A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC raised its position in shares of CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after acquiring an additional 2,417 shares during the last quarter. Empowered Funds LLC boosted its holdings in CrowdStrike by 3.6% in the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after acquiring an additional 169 shares during the last quarter. WealthBridge Capital Management LLC bought a new position in CrowdStrike in the second quarter valued at about $218,000. Private Management Group Inc. acquired a new stake in CrowdStrike in the second quarter worth about $741,000. Finally, Charles Schwab Investment Management Inc. increased its position in CrowdStrike by 3.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 1,643,335 shares of the company’s stock worth $836,967,000 after purchasing an additional 62,099 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.
CrowdStrike Stock Down 5.9%
CRWD opened at $369.58 on Monday. The firm has a market cap of $93.73 billion, a price-to-earnings ratio of -499.43, a PEG ratio of 17.22 and a beta of 1.06. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The firm’s 50-day simple moving average is $417.65 and its 200-day simple moving average is $468.41. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.
CrowdStrike (NASDAQ:CRWD – Get Free Report) last announced its quarterly 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 firm had revenue of $1.31 billion during 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 0.14%. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period last year, the firm posted $1.03 EPS. Equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.
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.
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