The Goldman Sachs Group Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $500.00

CrowdStrike (NASDAQ:CRWD) had its price target lowered by The Goldman Sachs Group from $564.00 to $500.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm currently has a “buy” rating on the stock. The Goldman Sachs Group’s target price suggests a potential upside of 27.23% from the stock’s current price.

Several other equities analysts have also commented on the stock. HSBC increased their target price on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a report on Thursday, December 4th. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Berenberg Bank set a $600.00 price target on CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Susquehanna increased their price target on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research report on Wednesday, December 3rd. Finally, Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $511.30.

CrowdStrike Price Performance

CRWD stock opened at $393.00 on Wednesday. The firm has a market capitalization of $99.08 billion, a P/E ratio of -311.90, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The firm has a 50 day moving average of $434.98 and a 200-day moving average of $469.29. 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 announced 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. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period in the previous year, the business posted $1.03 earnings per share. CrowdStrike’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, sell-side analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In other news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Burt W. Podbere sold 7,871 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the sale, the chief financial officer directly owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 100,247 shares of company stock worth $45,722,274 over the last 90 days. Company insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

A number of large investors have recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in CrowdStrike by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after purchasing an additional 340,047 shares in the last quarter. State Street Corp boosted its position in shares of CrowdStrike by 2.2% in the 4th quarter. State Street Corp now owns 11,161,718 shares of the company’s stock worth $5,232,167,000 after buying an additional 239,428 shares in the last quarter. Geode Capital Management LLC increased its holdings in CrowdStrike by 2.4% during the 4th quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock valued at $2,777,227,000 after acquiring an additional 137,224 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in shares of CrowdStrike by 1.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock valued at $2,002,398,000 after purchasing an additional 53,813 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and forward guidance impressed — CrowdStrike reported revenue of ~$1.31B, record ARR (~$5.25B) and an EPS beat, then issued Q1 and FY‑2027 guidance well above Street consensus (Q1 EPS and FY EPS ranges materially higher than analysts expected). This is the main bullish catalyst behind the intraday strength. BusinessWire: Q4 results
• Positive Sentiment: Several firms reaffirmed/upgraded ratings and high targets after the print (e.g., Rosenblatt re‑affirmed Buy with a $555 target; Cantor Fitzgerald kept Overweight at $520), supporting the rally from buy‑side analysts. Benzinga: analyst notes
• Neutral Sentiment: Market context: sector volatility and the broader AI‑disruption debate remain key — some coverage notes CrowdStrike “holding steady” despite mixed software moves elsewhere, so macro/sector flows could mute follow‑through. 247WallSt: CrowdStrike holds steady
• Neutral Sentiment: Analysts’ revisions are mixed — some firms trimmed price targets or moved to neutral while others kept Buy/Outperform calls; that creates a mixed signal even as headline guidance is strong. Benzinga: analysts cut forecasts
• Negative Sentiment: Several notable price‑target cuts and more cautious stances (e.g., Needham lowered $575→$475; Canaccord $515→$400; Morgan Stanley and BMO trimmed targets) are pressuring sentiment and could cap gains. Benzinga: price target moves
• Negative Sentiment: Insider selling remains notable in filings reported by data providers (multiple recent insider sales), which investors may view negatively if they interpret it as profit‑taking or reduced insider conviction. Quiver Quant: earnings & insider activity

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.