CrowdStrike (NASDAQ:CRWD) Trading 1.5% Higher – Still a Buy?

CrowdStrike (NASDAQ:CRWD) rose 1.5% during trading on Friday . The stock traded as high as $475.98 and last traded at $470.61. Approximately 2,393,284 shares traded hands during trading, a decline of 16% from the average daily volume of 2,849,015 shares. The stock had previously closed at $463.87.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Berenberg upgraded CRWD to Buy after the share pullback, signaling renewed confidence from a European sell-side shop and providing near-term buying support. Berenberg upgrades CrowdStrike to Buy after stock pullback
• Positive Sentiment: William Blair reiterated a Buy stance, underscoring confidence in CrowdStrike’s Falcon platform expansion and identity/security strategy as consistent with long-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Analysts highlighting strong Q2 metrics and Falcon adoption (including Cantor Fitzgerald’s bullish read) argue there’s meaningful upside if NNARR and multi-module adoption continue to accelerate. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike announced a strategic acquisition of identity-security startup SGNL for roughly $740M to beef up real-time identity protections against AI-driven threats — a clear strategic fit but one that requires integration and capital deployment. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Negative Sentiment: Market reaction to the SGNL deal included an intraweek sell-off as some investors punished CRWD for the cash outlay and near-term dilution risks. M&A News: CrowdStrike Stock (CRWD) Gets Knocked Despite $740M Purchase of ID Management Startup SGNL
• Negative Sentiment: Critical commentary highlights CrowdStrike’s stretched valuation and limited margin of safety despite renewed growth — a risk for investors if growth slows or acquisition benefits take time to materialize. CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum – Minimal Margin Of Safety
• Negative Sentiment: Recent headlines and market notes (Zacks, Benzinga) recorded short-term share weakness as the market digests deal details and valuation questions. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on CRWD. Morgan Stanley upped their price objective on CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 18th. Citizens Jmp reaffirmed a “market outperform” rating and set a $500.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Macquarie reiterated a “neutral” rating and issued a $485.00 price target on shares of CrowdStrike in a research note on Wednesday, December 3rd. Barclays boosted their price objective on shares of CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a research note on Friday, November 14th. Finally, Canaccord Genuity Group raised their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a research note on Wednesday, December 3rd. Thirty-three investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $555.10.

CrowdStrike Stock Up 1.5%

The firm has a market cap of $118.64 billion, a P/E ratio of -373.50, a P/E/G ratio of 115.19 and a beta of 1.03. The firm’s fifty day moving average is $503.93 and its 200 day moving average is $481.77. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the business posted $0.93 earnings per share. The business’s revenue for the quarter 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. As a group, equities research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the transaction, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. This trade represents a 1.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO George Kurtz sold 17,550 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $481.38, for a total value of $8,448,219.00. Following the completion of the sale, the chief executive officer owned 2,090,532 shares of the company’s stock, valued at approximately $1,006,340,294.16. This trade represents a 0.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 73,395 shares of company stock valued at $36,920,217 in the last 90 days. 3.32% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CrowdStrike

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Laurel Wealth Advisors LLC raised its holdings in shares of CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after buying an additional 4,285,640 shares in the last quarter. Norges Bank acquired a new stake in CrowdStrike in the second quarter valued at about $1,638,365,000. Vestor Capital LLC grew its position in CrowdStrike by 269,840.3% in the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after acquiring an additional 976,822 shares during the last quarter. Vanguard Group Inc. raised its stake in CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after acquiring an additional 596,007 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its stake in CrowdStrike by 232.5% during the fourth quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after acquiring an additional 499,353 shares in the last quarter. 71.16% of the stock is currently owned by institutional investors.

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.