CrowdStrike (NASDAQ:CRWD) Upgraded at Morgan Stanley

Morgan Stanley upgraded shares of CrowdStrike (NASDAQ:CRWD) from an equal weight rating to an overweight rating in a report released on Tuesday, MarketBeat reports. Morgan Stanley currently has $510.00 target price on the stock, up from their prior target price of $487.00.

Several other research analysts have also recently issued reports on the company. UBS Group reissued an “overweight” rating on shares of CrowdStrike in a research note on Wednesday, March 4th. Evercore reduced their price objective on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. DA Davidson increased their target price on shares of CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research report on Wednesday, March 4th. Wells Fargo & Company assumed coverage on shares of CrowdStrike in a research note on Tuesday, March 3rd. They set an “overweight” rating and a $450.00 target price on the stock. Finally, Capital One Financial reduced their price target on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike Price Performance

NASDAQ CRWD opened at $441.54 on Tuesday. The company has a 50-day moving average price of $428.86 and a two-hundred day moving average price of $469.15. The stock has a market cap of $111.31 billion, a price-to-earnings ratio of -596.67, a price-to-earnings-growth ratio of 22.42 and a beta of 1.06. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued 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. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period in the previous year, the firm posted $1.03 earnings per share. The business’s revenue was up 23.8% on a year-over-year basis. Analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO George Kurtz sold 28,853 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 90,024 shares of company stock valued at $40,424,241. Corporate insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Large investors have recently modified their holdings of the stock. Advyzon Investment Management LLC grew its stake in CrowdStrike by 142.9% during the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after acquiring an additional 533 shares in the last quarter. Carnegie Investment Counsel lifted its position in shares of CrowdStrike by 6.7% in the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after purchasing an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated boosted its holdings in shares of CrowdStrike by 394.8% during the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after purchasing an additional 2,357 shares during the period. Traynor Capital Management Inc. grew its position in CrowdStrike by 10.9% during the third quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock valued at $26,047,000 after purchasing an additional 5,205 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC grew its position in CrowdStrike by 7.3% during the third quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after purchasing an additional 1,512 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: Morgan Stanley has doubled down on CrowdStrike, reiterating a bullish stance that funds the buy-side momentum and supports further upside from continued cybersecurity demand. CRWD Stock Alert: Why Morgan Stanley Is Doubling Down on CrowdStrike Here
• Positive Sentiment: CrowdStrike announced a strategic partnership to integrate Falcon Cyber Shield into Perplexity’s Comet (AI) browser — this expands Falcon’s addressable market for AI-native threat protection and highlights product monetization in the AI era. CrowdStrike and Perplexity Partner to Deliver Enhanced Security for Comet Enterprise
• Positive Sentiment: Strong quarterly results: CrowdStrike reported its first profitable quarter, record ARR growth, a $3.1B shelf filing and completed a modest buyback — all materially supportive of long-term growth and capital flexibility. Why CrowdStrike (CRWD) Is Up 11.5% After First Profit, Record ARR, AI Deals And Shelf Filing
• Positive Sentiment: DZ Bank upgraded CRWD to buy with a $490 target, adding a second analyst catalyst that can lift sentiment if other brokers follow. DZ Bank upgrade report
• Neutral Sentiment: Short-interest reports in mid‑March show anomalous ‘0 shares / NaN’ data — appears to be a reporting glitch, so don’t read too much into the published days-to-cover figures yet.
• Neutral Sentiment: Macro/security backdrop: multiple pieces highlight surging cyberattacks and AI-driven risk expansion — a positive demand tailwind but already priced into growth names. With Cyberattacks Surging, Does CrowdStrike or Palo Alto Networks Stand Out?
• Negative Sentiment: Despite the blowout quarter, several articles note the stock’s muted rally — valuation and stretched multiples remain key risks that can cap near-term upside until growth visibility or margin expansion is clearer. CrowdStrike Delivered a Blowout Quarter—and the Stock Yawned

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.