CrowdStrike (NASDAQ:CRWD) Trading Up 2.8% on Analyst Upgrade

CrowdStrike (NASDAQ:CRWD) traded up 2.8% during trading on Monday after Wolfe Research upgraded the stock from a peer perform rating to an outperform rating. Wolfe Research now has a $450.00 price target on the stock. CrowdStrike traded as high as $390.49 and last traded at $380.06. 4,367,115 shares traded hands during mid-day trading, an increase of 10% from the average session volume of 3,969,193 shares. The stock had previously closed at $369.58.

A number of other analysts have also recently issued reports on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $555.00 target price on shares of CrowdStrike in a research note on Wednesday, March 4th. Oppenheimer dropped their price target on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. Wells Fargo & Company began coverage on shares of CrowdStrike in a report on Tuesday, March 3rd. They set an “overweight” rating and a $450.00 price target on the stock. Stifel Nicolaus reduced their price objective on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. Finally, Robert W. Baird decreased their price objective on shares of CrowdStrike from $550.00 to $450.00 and set a “neutral” rating for the company in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $505.08.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 31,915 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $411.88, for a total transaction of $13,145,150.20. Following the completion of the transaction, the chief executive officer owned 2,162,415 shares of the company’s stock, valued at $890,655,490.20. The trade was a 1.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Anurag Saha sold 1,138 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $467,786.28. Following the sale, the chief accounting officer owned 42,588 shares of the company’s stock, valued at $17,506,223.28. This trade represents a 2.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 116,469 shares of company stock worth $48,369,351 in the last quarter. 3.32% of the stock is owned by corporate insiders.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Major bank praise: Morgan Stanley named CrowdStrike a top AI security bet, calling out its AI-driven endpoint leadership and reinforcing conviction in the company’s position to benefit from rising AI-related threats. CrowdStrike Gains 4% as Morgan Stanley Names It a Top AI Security Bet
• Positive Sentiment: Analyst upgrade: Wolfe Research upgraded CRWD to “outperform” and set a $450 price target (~20–22% upside from recent levels), citing stronger cybersecurity demand as AI threats intensify. That upgrade is a near-term catalyst supporting the stock rebound. CrowdStrike jumps as analyst flags 20% upside amid AI fears
• Positive Sentiment: Broader analyst backing: Morgan Stanley maintained its Buy and other analysts have reiterated the thesis that agentic/AI threats increase enterprise spend on endpoint and detection tooling, creating a favorable demand backdrop for CRWD. Anthropic Can Spark “Machine-Speed Cyberwar”: CrowdStrike Stock (CRWD) Advances on Backing
• Neutral Sentiment: Trading strategies and market reaction: Options traders and commentators are discussing “sell the rip” tactics after upgrades and rallies, suggesting some traders view today’s move as a short-term bounce rather than a sustained trend. CRWD “Sell the Rip” Options Strategy on Upgrade & Rally
• Negative Sentiment: Recent pullback and competitive risk: CRWD has experienced a significant correction from its highs, and analysts/commentary note the risk that new AI-native security tools could undercut incumbents’ economics or slow spending recovery. That ongoing uncertainty is a headwind to multiple-quarter outlooks. I’ve Changed My Mind on CrowdStrike Stock. The Agentic AI Boom Changes Everything.
• Negative Sentiment: Reassessment calls: Market coverage includes pieces urging investors to reassess CRWD after the pullback and recent cyber-incident headlines, highlighting near-term volatility and the need to monitor guidance, customer metrics, and competitive developments. Is It Time To Reassess CrowdStrike (CRWD) After Recent Pullback And Cyber Incident News

Institutional Trading of CrowdStrike

Several hedge funds have recently added to or reduced their stakes in the business. J. Derek Lewis & Associates Inc. acquired a new position in shares of CrowdStrike during the fourth quarter worth approximately $304,000. Cornerstone Planning LLC acquired a new stake in shares of CrowdStrike in the fourth quarter worth $692,000. Forty three Eighteen Advisors LLC bought a new position in CrowdStrike during the fourth quarter worth $255,000. Rockefeller Capital Management L.P. raised its stake in CrowdStrike by 16.7% during the 4th quarter. Rockefeller Capital Management L.P. now owns 511,354 shares of the company’s stock valued at $239,702,000 after purchasing an additional 73,053 shares during the last quarter. Finally, Osbon Capital Management LLC acquired a new position in CrowdStrike during the 4th quarter valued at $434,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Trading Up 2.8%

The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The business’s fifty day simple moving average is $417.65 and its two-hundred day simple moving average is $469.03. The stock has a market capitalization of $96.39 billion, a P/E ratio of -513.59, a P/E/G ratio of 16.21 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.02. The company 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 0.14%. The business’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.03 EPS. As a group, analysts forecast 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.