Jefferies Financial Group Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $500.00

CrowdStrike (NASDAQ:CRWD) had its target price reduced by research analysts at Jefferies Financial Group from $600.00 to $500.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has a “buy” rating on the stock. Jefferies Financial Group’s price objective points to a potential upside of 34.69% from the stock’s current price.

Several other equities research analysts have also commented on the stock. Wedbush restated an “outperform” rating and issued a $600.00 price target on shares of CrowdStrike in a research note on Monday, December 1st. Piper Sandler raised their target price on CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Barclays reduced their price target on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research report on Friday, February 20th. TD Cowen cut their price objective on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, 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. Thirty investment 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $528.74.

CrowdStrike Price Performance

CRWD opened at $371.22 on Friday. The firm has a market cap of $93.58 billion, a price-to-earnings ratio of -294.62, a price-to-earnings-growth ratio of 20.44 and a beta of 1.03. The company’s 50-day moving average price is $440.88 and its 200 day moving average price is $469.71. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results 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. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the business posted $0.93 EPS. The business’s revenue was up 21.8% on a year-over-year basis. As a group, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer directly 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares in the company, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 100,247 shares of company stock valued at $45,722,274 in the last three months. Insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Several hedge funds have recently bought and sold shares of CRWD. Vanguard Group Inc. boosted its holdings in CrowdStrike by 1.4% during the fourth quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after acquiring an additional 340,047 shares during the period. State Street Corp boosted its position in shares of CrowdStrike by 2.2% during the 4th quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after acquiring an additional 239,428 shares in the last quarter. Geode Capital Management LLC boosted its holdings in CrowdStrike by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock valued at $2,777,227,000 after purchasing an additional 137,224 shares in the last quarter. Laurel Wealth Advisors LLC grew its position in CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of CrowdStrike by 1.3% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock worth $2,002,398,000 after purchasing an additional 53,813 shares during the last quarter. 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 launched FalconID (phishing‑resistant, risk‑aware MFA) now generally available — strengthens identity security offering and helps monetize AI‑era demand for authentication protection. CrowdStrike FalconID Release
• Positive Sentiment: Strategic partnerships expanding Falcon platform in AI stacks — VAST Data integration and Splashtop integration broaden telemetry, governance and endpoint management touchpoints that can drive adoption and sticky revenue. VAST Data Partnership
• Positive Sentiment: Positive commentary from market influencers helped sentiment — Nvidia CEO remarks easing AI cannibalization fears and Jim Cramer spotlighting CrowdStrike supported the intraday bounce. These headlines can draw momentum buyers back into CRWD. Shares Skyrocket After Nvidia Comments
• Neutral Sentiment: Stock moved higher on above‑average volume, but analysts note recent earnings‑estimate revision trends could cap near‑term upside — the trade is now balancing product/partnership tailwinds against estimate momentum. Earnings Estimate Revision Note
• Neutral Sentiment: CrowdStrike will present at investor conferences and run Fal.Con Gov (March) — increased visibility to institutional and public‑sector buyers is a midterm positive but not an immediate revenue read. Investor Conference & Fal.Con Gov
• Negative Sentiment: Analyst price‑target adjustments and pessimistic notes. Evercore cut its PT to $375 and moved to equal weight; other shops (Oppenheimer, TD Cowen) issued cautious forecasts — these changes increase near‑term downside risk and can pressure sentiment. Evercore Price Target Cut
• Negative Sentiment: AI vendor moves (Anthropic/Claude headlines) have spooked parts of the cybersecurity group and amplified volatility; some investors view this as a near‑term risk despite CrowdStrike’s expanding moat. Claude Risk & Market Reaction

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.