CrowdStrike (NASDAQ:CRWD) Price Target Cut to $500.00 by Analysts at Oppenheimer

CrowdStrike (NASDAQ:CRWD) had its price target reduced by equities researchers at Oppenheimer from $580.00 to $500.00 in a report released on Tuesday,MarketScreener reports. The firm presently has an “outperform” rating on the stock. Oppenheimer’s price objective points to a potential upside of 42.41% from the stock’s previous close.

A number of other research firms have also weighed in on CRWD. BMO Capital Markets raised their target price on shares of CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. UBS Group increased their price target on CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Royal Bank Of Canada set a $550.00 target price on CrowdStrike in a report on Wednesday, February 11th. Macquarie Infrastructure reiterated a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a report on Tuesday, January 27th. Finally, Argus upped their price objective on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a report on Friday, December 5th. Thirty equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $540.94.

CrowdStrike Stock Up 0.2%

NASDAQ CRWD opened at $351.11 on Tuesday. The business has a fifty day moving average price of $447.71 and a 200 day moving average price of $471.61. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The company has a market cap of $88.52 billion, a P/E ratio of -276.90, a P/E/G ratio of 21.86 and a beta of 1.03. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.93 earnings per share. Research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Transactions at CrowdStrike

In related news, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This trade represents a 5.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 completion of the sale, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 100,247 shares of company stock valued at $45,722,274 over the last three months. 3.32% of the stock is owned by corporate insiders.

Institutional Trading of CrowdStrike

A number of large investors have recently made changes to their positions in CRWD. Walser Wealth Management Company A Ltd Liability Co acquired a new position in CrowdStrike during the fourth quarter worth approximately $210,000. Copos Capital S.a r.l. purchased a new stake in CrowdStrike in the 4th quarter valued at $32,000. MV Capital Management Inc. acquired a new stake in CrowdStrike during the 4th quarter worth $188,000. McLaughlin Asset Management Inc. purchased a new position in CrowdStrike during the 4th quarter worth $268,000. Finally, Hamilton Wealth LLC raised its holdings in shares of CrowdStrike by 2.9% in the fourth quarter. Hamilton Wealth LLC now owns 5,536 shares of the company’s stock valued at $2,595,000 after buying an additional 154 shares during the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike published its 2026 Global Threat Report showing AI is accelerating adversaries and shrinking detection windows — a market argument that enterprises will need more endpoint, cloud and AI-hardened defenses. 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface
• Positive Sentiment: TD Cowen/other Wall Street checks remain constructive — TipRanks notes analysts are reiterating Buy views, citing Falcon Flex momentum and reaccelerating growth prospects. CrowdStrike: Falcon Flex Momentum and Rising Cyber Threats Underpin Reaccelerating Growth and Buy Rating
• Positive Sentiment: High-profile commentator support — Jim Cramer said he’d raise CrowdStrike’s numbers, a signal that influential retail/institutional voices see upside beyond the recent selloff. I Would Raise CrowdStrike (CRWD)’s Numbers, Says Jim Cramer
• Neutral Sentiment: Stifel lowered its price target (from $600 to $480) but kept a Buy rating — shows continued analyst conviction though with trimmed near-term upside. Stifel Adjusts Price Target on CrowdStrike to 480 from 600; Maintains Buy Rating
• Negative Sentiment: Anthropic’s Claude Code Security (an AI vulnerability scanner that automates code reviews/patch suggestions) sparked fears it could displace or compress parts of incumbent vendors’ offerings, triggering a broad cybersecurity selloff that pressured CRWD. CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic’s AI tool launch
• Negative Sentiment: Market commentary describes the move as an “indiscriminate” or “ghost” trade — short-term sentiment and volatility are elevated even as some analysts call the rout overdone. Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
• Negative Sentiment: Valuation scrutiny: multiple analyses are re-examining CrowdStrike’s premium multiple if AI tools commoditize some security tasks, raising near-term downside risk until clarity on competitive impact. A Look At CrowdStrike Holdings’s Valuation After Claude Code Security Sparks AI Disruption Fears

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.