CrowdStrike (NASDAQ:CRWD) Price Target Cut to $520.00 by Analysts at Argus

CrowdStrike (NASDAQ:CRWD) had its target price decreased by Argus from $600.00 to $520.00 in a research report sent to investors on Thursday morning,MarketScreener reports. Argus currently has a buy rating on the stock.

Several other equities analysts have also issued reports on the stock. Stephens boosted their price target on shares of CrowdStrike from $465.00 to $490.00 and gave the company an “overweight” rating in a report on Wednesday. Capital One Financial reduced their target price on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Cantor Fitzgerald restated an “overweight” rating and issued a $520.00 price target on shares of CrowdStrike in a report on Wednesday. Morgan Stanley dropped their price target on CrowdStrike from $537.00 to $487.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Finally, Piper Sandler upgraded CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price objective on the stock in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $505.98.

CrowdStrike Stock Performance

Shares of CRWD stock opened at $426.16 on Thursday. The stock has a market cap of $107.43 billion, a PE ratio of -575.88, a price-to-earnings-growth ratio of 22.89 and a beta of 1.06. The stock has a 50-day moving average of $432.60 and a 200-day moving average of $468.57. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the firm earned $1.03 EPS. CrowdStrike’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Activity

In other news, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This trade represents a 1.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Sameer K. Gandhi sold 1,879 shares of CrowdStrike stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total transaction of $991,191.29. Following the completion of the sale, the director owned 763,027 shares in the company, valued at $402,504,372.77. This trade represents a 0.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 91,947 shares of company stock worth $41,438,616. 3.32% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors and hedge funds have recently added to or reduced their stakes in CRWD. Laurel Wealth Advisors LLC increased its position 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 acquiring an additional 4,285,640 shares during the last quarter. Norges Bank acquired a new position in shares of CrowdStrike during the 4th quarter worth approximately $1,699,545,000. Vestor Capital LLC raised its stake in shares of CrowdStrike by 269,840.3% during the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after purchasing an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of CrowdStrike by 310.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock valued at $408,989,000 after buying an additional 659,705 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after buying an additional 596,007 shares in the last quarter. 71.16% of the stock is owned by institutional investors.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat expectations: revenue and EPS slightly topped estimates; ending ARR topped $5.25B and net new ARR was a record, supporting the company’s platform-led growth thesis. Guidance for FY27 was roughly in line with Street expectations, which helped sentiment. CrowdStrike Beats, But AI Concerns Persist
• Positive Sentiment: Company messaging highlights AI-native products (Falcon enhancements, identity/AI protections) and partnerships that extend its addressable market — reinforcing investor views that CrowdStrike is positioned to capture AI-driven cybersecurity spending. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Strategic win in Europe: a partnership to deliver Falcon on Schwarz Digits’ STACKIT sovereign cloud with EU data residency — helps EU public-sector and regulated-enterprise sales. CrowdStrike and Schwarz Digits Partner on STACKIT
• Positive Sentiment: Institutional interest: Baron Global Opportunity Fund increased its stake and Wells Fargo initiated/upgraded coverage (strong-buy/overweight commentary), signaling buy-side conviction following the quarter. Baron Global Opportunity Fund Increased Its Holding
• Neutral Sentiment: Investor outreach: CrowdStrike presented at the Morgan Stanley TMT conference (adds visibility but no new material guidance). CRWD Presents at Morgan Stanley TMT Conference
• Neutral Sentiment: Reported short-interest data in feeds was inconsistent/zero (likely a reporting artifact) and thus provides no clear directional signal to traders today.
• Negative Sentiment: Analysts are split and many lowered price targets after the release (Citigroup, Argus, UBS, Deutsche Bank and others trimmed targets even while some kept “buy” ratings) — this mixed/trimmed estimate backdrop limits upside and suggests the Street is wrestling with valuation vs. growth. Citigroup Adjusts Price Target on CrowdStrike Argus Adjusts Price Target on CrowdStrike These Analysts Cut Their Forecasts On CrowdStrike
• Negative Sentiment: Ongoing concern: some investors worry that “agentic AI” and software pricing dynamics could pressure long-term per-customer spend if AI reduces demand for multiple modules — a valuation risk for a high-multiple security vendor. CrowdStrike Beats, But AI Concerns Persist

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.