CrowdStrike (NASDAQ:CRWD) Shares Up 4.2% Following Earnings Beat

CrowdStrike (NASDAQ:CRWD)’s share price shot up 4.2% during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $408.41 and last traded at $407.68. 8,285,086 shares changed hands during trading, an increase of 105% from the average session volume of 4,037,908 shares. The stock had previously closed at $391.42.

The company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the business earned $1.03 EPS. The business’s revenue was up 23.8% on a year-over-year basis.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 beat, record ARR and strong guidance — CrowdStrike posted revenue and adjusted EPS modestly above consensus, reported ending ARR above $5.2B and provided FY27/Q1 guidance ahead of expectations, which supports continued subscription growth and recurring revenue visibility. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: AI tailwinds and platform strength — Management and analysts highlighted that Falcon was built AI-native, Flex adoption and high retention are driving cross-sell and ARR expansion, reinforcing the secular cybersecurity demand thesis as AI increases attacker sophistication. CrowdStrike Beats, But AI Concerns Persist
• Positive Sentiment: Analyst upgrades and raised targets exist alongside cuts — several firms reiterated buy/overweight ratings or raised targets after results, creating pockets of upside from the current level. Wall Street Just Sent a Split but Bullish Signal on CRWD — Here’s What Four Major Firms Actually Said
• Neutral Sentiment: Market reaction is mixed — the report satisfied expectations but wasn’t a blowout; guidance was solid yet largely inline, so the headline beat lifted sentiment while leaving room for debate on forward acceleration. CrowdStrike Beats, But AI Fears Still Win
• Neutral Sentiment: Geopolitical/cybersecurity tailwinds supported flows — elevated geopolitical risk briefly boosted interest in defense/cyber names, helping volume around the print. CrowdStrike Beats, But AI Concerns Persist
• Negative Sentiment: Valuation and AI disruption fears persist — commentators flagged high multiples and the risk that agentic AI could compress software pricing or simplify some security tasks, keeping some investors cautious. CRWD AI Tailwinds Can’t Shake High Valuation After Mixed Earnings
• Negative Sentiment: Multiple price-target cuts and some hold/trim actions — several firms trimmed targets after the print (UBS, Deutsche, Goldman among others), which tempers near-term upside and feeds volatility. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

Wall Street Analysts Forecast Growth

Several research firms recently commented on CRWD. Susquehanna upped their target price on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research note on Wednesday, December 3rd. Sanford C. Bernstein increased their price objective on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a report on Wednesday. Truist Financial dropped their price target on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Evercore cut their price target on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 25th. Finally, Stifel Nicolaus decreased their price target on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $509.49.

Insider Transactions at CrowdStrike

In related news, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction on 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 completion of the sale, the director owned 10,816 shares in the company, valued at approximately $5,574,999.04. The trade was a 41.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 in the last three months. 3.32% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Asset Planning Inc bought a new stake in shares of CrowdStrike in the 3rd quarter worth $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of CrowdStrike during the third quarter valued at approximately $25,000. Anchor Investment Management LLC purchased a new stake in shares of CrowdStrike in the 3rd quarter valued at approximately $25,000. Hanson & Doremus Investment Management lifted its holdings in shares of CrowdStrike by 170.0% in the fourth 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 purchased a new stake in shares of CrowdStrike in the fourth quarter valued at $25,000. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Trading Up 4.2%

The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market cap of $102.78 billion, a price-to-earnings ratio of -323.56, a PEG ratio of 21.65 and a beta of 1.06. The company has a 50-day moving average price of $434.98 and a 200 day moving average price of $469.29.

About CrowdStrike

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.