CrowdStrike (NASDAQ:CRWD) Downgraded to Hold Rating by Zacks Research

Zacks Research cut shares of CrowdStrike (NASDAQ:CRWD) from a strong-buy rating to a hold rating in a report issued on Wednesday morning,Zacks.com reports.

A number of other equities analysts have also weighed in on CRWD. Macquarie restated a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Morgan Stanley boosted their price target on shares of CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 18th. BNP Paribas Exane increased their price objective on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a report on Wednesday, December 3rd. Robert W. Baird raised their price objective on CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Finally, Stifel Nicolaus boosted their target price on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, November 17th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $555.10.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $481.19 on Wednesday. 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 has a 12-month low of $298.00 and a 12-month high of $566.90. The stock has a 50-day moving average price of $514.28 and a 200 day moving average price of $482.64. The stock has a market capitalization of $121.31 billion, a P/E ratio of -381.90, a P/E/G ratio of 114.76 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the previous year, the firm earned $0.93 EPS. The firm’s revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. The trade was a 41.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, President Michael Sentonas sold 20,000 shares of the firm’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total value of $10,000,000.00. Following the completion of the sale, the president owned 379,116 shares of the company’s stock, valued at approximately $189,558,000. This represents a 5.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 117,559 shares of company stock valued at $59,246,587 in the last quarter. 3.32% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Pilgrim Partners Asia Pte Ltd purchased a new stake in CrowdStrike in the third quarter worth about $25,000. Asset Planning Inc purchased a new stake in shares of CrowdStrike in the 3rd quarter worth approximately $25,000. Anchor Investment Management LLC bought a new position in shares of CrowdStrike during the third quarter valued at approximately $25,000. AlphaQuest LLC purchased a new position in CrowdStrike during the second quarter valued at approximately $26,000. Finally, Logan Capital Management Inc. bought a new position in CrowdStrike in the third quarter worth approximately $26,000. 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: Wedbush reiterated a bullish view, highlighting CrowdStrike’s AI integration across its platform and positioning CRWD as a leader in AI-driven cybersecurity, which supports revenue growth and margin improvement expectations. CrowdStrike Stock in Focus — Wedbush Calls It ‘AI Cybersecurity Leader’ Ahead of 2026
• Positive Sentiment: Additional media coverage echoes Wedbush’s bullish stance, reinforcing investor attention on AI-driven product differentiation and subscription revenue expansion. CrowdStrike sees bullish views at Wedbush heading into 2026
• Positive Sentiment: Sector-level research (Zacks) lists CrowdStrike among four cybersecurity names with strong demand and durable moats for 2026, which supports multiple expansion narratives for leading vendors in the space. 4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
• Positive Sentiment: Retail coverage that includes CRWD on lists of stocks poised for strong growth helps retail interest and momentum chasing. Top 10 stocks poised for explosive growth
• Neutral Sentiment: Market quote pages and snapshots (Economic Times) reflect routine price tracking and do not add new fundamental information. CrowdStrike Holdings (CRWD) share price
• Neutral Sentiment: Reported short-interest data shows a nonsensical “0 shares / NaN” change and a 0.0 days-to-cover figure — likely a data/reporting error and not a reliable signal of bearish positioning. (Watch for corrected filings.)
• Negative Sentiment: The CFO sold roughly $5.08M of CRWD stock, which can be perceived negatively by investors as opportunistic insider selling even if it’s routine RSU diversification. CrowdStrike (NASDAQ:CRWD) CFO Sells $5,082,698.28 in Stock
• Negative Sentiment: The company’s President also sold about $5.5M of stock, adding to near-term supply pressure and investor concern about insider timing. Monitor SEC Form 4 details for context (planned sale vs. opportunistic). CrowdStrike (NASDAQ:CRWD) President Sells $5,498,758.58 in Stock

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.