CrowdStrike (NASDAQ:CRWD – Get Free Report) had its price target dropped by equities research analysts at Oppenheimer from $580.00 to $500.00 in a report issued on Tuesday,MarketScreener reports. The firm currently has an “outperform” rating on the stock. Oppenheimer’s price target would suggest a potential upside of 42.41% from the stock’s current price.
CRWD has been the subject of a number of other reports. Cantor Fitzgerald set a $520.00 price objective on shares of CrowdStrike in a research note on Tuesday. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Stephens restated an “overweight” rating and set a $590.00 target price on shares of CrowdStrike in a report on Thursday, December 18th. Wedbush reiterated an “outperform” rating and issued a $600.00 price target on shares of CrowdStrike in a report on Monday, December 1st. Finally, Stifel Nicolaus decreased their price objective on CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research note on Monday. Thirty equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus target price of $540.94.
Get Our Latest Stock Analysis on CrowdStrike
CrowdStrike Stock Performance
CrowdStrike (NASDAQ:CRWD – Get Free Report) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.CrowdStrike’s revenue was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.93 earnings per share. As a group, equities analysts predict that CrowdStrike will post 0.55 EPS for the current year.
Insider Activity
In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by corporate insiders.
Institutional Trading of CrowdStrike
Several institutional investors have recently bought and sold shares of the business. Asset Planning Inc purchased a new stake in CrowdStrike in the 3rd quarter worth $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of CrowdStrike in the third quarter valued at about $25,000. Anchor Investment Management LLC purchased a new stake in shares of CrowdStrike during the third quarter worth about $25,000. Hanson & Doremus Investment Management increased its stake in shares of CrowdStrike by 170.0% during the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC acquired a new position in shares of CrowdStrike during the 4th quarter worth about $25,000. 71.16% of the stock is owned by institutional investors and hedge funds.
Key CrowdStrike News
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: CrowdStrike published its 2026 Global Threat Report showing AI is accelerating adversaries and shrinking detection windows — a market argument that enterprises will need more endpoint, cloud and AI-hardened defenses. 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface
- Positive Sentiment: TD Cowen/other Wall Street checks remain constructive — TipRanks notes analysts are reiterating Buy views, citing Falcon Flex momentum and reaccelerating growth prospects. CrowdStrike: Falcon Flex Momentum and Rising Cyber Threats Underpin Reaccelerating Growth and Buy Rating
- Positive Sentiment: High-profile commentator support — Jim Cramer said he’d raise CrowdStrike’s numbers, a signal that influential retail/institutional voices see upside beyond the recent selloff. I Would Raise CrowdStrike (CRWD)’s Numbers, Says Jim Cramer
- Neutral Sentiment: Stifel lowered its price target (from $600 to $480) but kept a Buy rating — shows continued analyst conviction though with trimmed near-term upside. Stifel Adjusts Price Target on CrowdStrike to 480 from 600; Maintains Buy Rating
- Negative Sentiment: Anthropic’s Claude Code Security (an AI vulnerability scanner that automates code reviews/patch suggestions) sparked fears it could displace or compress parts of incumbent vendors’ offerings, triggering a broad cybersecurity selloff that pressured CRWD. CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic’s AI tool launch
- Negative Sentiment: Market commentary describes the move as an “indiscriminate” or “ghost” trade — short-term sentiment and volatility are elevated even as some analysts call the rout overdone. Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
- Negative Sentiment: Valuation scrutiny: multiple analyses are re-examining CrowdStrike’s premium multiple if AI tools commoditize some security tasks, raising near-term downside risk until clarity on competitive impact. A Look At CrowdStrike Holdings’s Valuation After Claude Code Security Sparks AI Disruption Fears
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.
Featured Stories
- Five stocks we like better than CrowdStrike
- Elon’s Secret AI Partner?
- Elon Musk already made me a “wealthy man”
- Silver $500? The “Deficit Math” says it’s possible.
- Unlocked: Elon Musk’s Next Big IPO
- America’s 1776 happening again
Receive News & Ratings for CrowdStrike Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CrowdStrike and related companies with MarketBeat.com's FREE daily email newsletter.
