Stifel Nicolaus Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $480.00

CrowdStrike (NASDAQ:CRWD) had its price target reduced by Stifel Nicolaus from $600.00 to $480.00 in a research note published on Monday, MarketBeat.com reports. They currently have a buy rating on the stock.

A number of other analysts have also recently commented on CRWD. Arete Research set a $706.00 price target on shares of CrowdStrike in a research report on Tuesday, October 28th. Oppenheimer boosted their price objective on CrowdStrike from $560.00 to $580.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Needham & Company LLC raised their target price on CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Finally, Barclays dropped their price target on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Thirty research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $538.28.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $363.31 on Monday. The company has a market capitalization of $91.59 billion, a PE ratio of -288.34, a P/E/G ratio of 19.70 and a beta of 1.03. The company has a 50 day simple moving average of $442.81 and a two-hundred day simple moving average of $470.33. 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 has a fifty-two week low of $298.00 and a fifty-two week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the previous year, the company earned $0.93 EPS. The company’s revenue for the quarter was up 21.8% on a year-over-year basis. Research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Activity

In related news, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total value of $3,994,660.00. Following the sale, the director owned 10,816 shares in the company, valued at $5,574,999.04. This represents a 41.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the transaction, the president directly 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by insiders.

Institutional Trading of CrowdStrike

Several institutional investors and hedge funds have recently modified their holdings of CRWD. Advyzon Investment Management LLC increased its position in CrowdStrike by 142.9% in the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after buying an additional 533 shares during the last quarter. Carnegie Investment Counsel lifted its position in shares of CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after buying an additional 1,428 shares during the last quarter. Silver Oak Securities Incorporated grew its stake in shares of CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after acquiring an additional 2,357 shares during the period. Traynor Capital Management Inc. increased its holdings in CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after acquiring an additional 5,205 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC increased its holdings in CrowdStrike by 7.3% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock worth $10,912,000 after acquiring an additional 1,512 shares during the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnerships and integrations that expand CrowdStrike’s ecosystem and telemetry reach — VAST Data announced a strategic partnership to embed CrowdStrike telemetry into its AI OS, which could increase enterprise adoption; this was also covered by Business Wire. VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle
• Positive Sentiment: Product integrations that simplify deployments and broaden endpoint coverage — Splashtop announced integration with the Falcon platform, which can help with sensor deployment and operational visibility. Splashtop Announces Integration with the CrowdStrike Falcon Platform
• Positive Sentiment: CrowdStrike’s 2026 Global Threat Report highlights accelerating AI-powered threats and faster eCrime breakout times — a data point investors view as supportive of continued demand for Falcon and managed detection/response. 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface
• Positive Sentiment: Several bullish analyst write-ups and upgrades argue the AI-driven selloff was overdone and reiterate CrowdStrike’s durable competitive advantages (Falcon platform, data flywheel, switching costs). These pieces help support a rebound in sentiment. CrowdStrike: A Ridiculous Overreaction To AI Fears (Upgrade)
• Neutral Sentiment: Analysts trimmed price targets (TD Cowen, Oppenheimer and Stifel reduced PTs from prior levels) but many maintained Buy/Outperform ratings — that lowers implied upside but keeps institutional conviction intact. TD Cowen Adjusts Price Target on CrowdStrike
• Neutral Sentiment: Short-interest data in recent reporting appears negligible/unreliable (reported as zero), so short squeezes or large short-covering moves are not driving today’s action.
• Negative Sentiment: Sector-wide selloff triggered by Anthropic’s launch of Claude Code Security (an AI code-scanning tool) sparked fears of AI disintermediation in parts of security, sending cybersecurity stocks lower earlier in the week — that pressure prompted downgrades and heavier selling. Cybersecurity stocks tank after Anthropic unveils Claude Code Security
• Negative Sentiment: Some analysts and press pieces warn the correction may continue given rotation away from high-multiple software names and macro/AI uncertainty; this keeps near-term downside risk. Why The CrowdStrike Stock Correction Isn’t Over Yet

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.