CrowdStrike (NASDAQ:CRWD) Receives Overweight Rating from Cantor Fitzgerald

CrowdStrike (NASDAQ:CRWD)‘s stock had its “overweight” rating reissued by Cantor Fitzgerald in a report released on Wednesday,Benzinga reports. They presently have a $520.00 price objective on the stock. Cantor Fitzgerald’s price target would indicate a potential upside of 32.85% from the company’s previous close.

Other equities analysts have also issued research reports about the company. Berenberg Bank set a $600.00 price target on CrowdStrike and gave the company a “buy” rating in a research note on Friday, January 9th. Barclays reduced their price objective on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Macquarie Infrastructure reissued a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a research note on Tuesday, January 27th. Robert W. Baird reduced their price target on shares of CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a research note on Monday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $513.94.

CrowdStrike Trading Up 1.7%

CRWD opened at $391.42 on Wednesday. The stock has a market capitalization of $98.68 billion, a price-to-earnings ratio of -310.65, a P/E/G ratio of 21.65 and a beta of 1.06. 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 has a twelve month low of $298.00 and a twelve month high of $566.90. The company has a 50-day simple moving average of $434.98 and a 200 day simple moving average of $469.29.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter last year, the business posted $1.03 EPS. Analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Burt W. Podbere sold 7,871 shares of the 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 sale, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the transaction, the chief accounting officer owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This trade represents a 1.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 100,247 shares of company stock valued at $45,722,274 over the last ninety days. 3.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in CRWD. Asset Planning Inc acquired a new position in CrowdStrike in the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of CrowdStrike in the 3rd quarter worth about $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike in the 3rd quarter valued at about $25,000. Hanson & Doremus Investment Management boosted its position in shares of CrowdStrike by 170.0% during the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after purchasing an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC bought a new stake in shares of CrowdStrike during the 4th quarter valued at about $25,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

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.