UBS Group Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $525.00

CrowdStrike (NASDAQ:CRWD) had its target price decreased by equities research analysts at UBS Group from $590.00 to $525.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. UBS Group’s target price suggests a potential upside of 35.43% from the stock’s current price.

Other equities research analysts have also issued reports about the company. Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 target price on the stock in a research report on Monday. Rosenblatt Securities reissued a “buy” rating and issued a $555.00 price target on shares of CrowdStrike in a research note on Wednesday. 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 research note on Wednesday, February 25th. Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a report on Monday, February 2nd. Finally, Citizens Jmp reissued a “market outperform” rating and issued a $500.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $508.85.

CrowdStrike Price Performance

NASDAQ CRWD traded down $3.76 on Wednesday, reaching $387.66. The company’s stock had a trading volume of 3,146,557 shares, compared to its average volume of 3,908,065. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The firm’s 50 day moving average is $434.98 and its two-hundred day moving average is $469.29. The stock has a market cap of $97.73 billion, a PE ratio of -307.67, a PEG ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion during 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 business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the business earned $1.03 earnings per share. As a group, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling

In other news, 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 transaction of $3,272,604.38. Following the sale, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the sale, the director owned 76,082 shares in the company, 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. 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 company insiders.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently bought and sold shares of the company. Asset Planning Inc bought a new stake in CrowdStrike during the 3rd quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of CrowdStrike in the third quarter valued at about $25,000. Anchor Investment Management LLC acquired a new stake in shares of CrowdStrike during the 3rd quarter worth about $25,000. Hanson & Doremus Investment Management boosted its holdings in shares of CrowdStrike by 170.0% during the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after buying an additional 34 shares during the period. Finally, Basepoint Wealth LLC acquired a new position in shares of CrowdStrike in the fourth quarter valued at approximately $25,000. Institutional investors own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and forward guidance impressed — CrowdStrike reported revenue of ~$1.31B, record ARR (~$5.25B) and an EPS beat, then issued Q1 and FY‑2027 guidance well above Street consensus (Q1 EPS and FY EPS ranges materially higher than analysts expected). This is the main bullish catalyst behind the intraday strength. BusinessWire: Q4 results
• Positive Sentiment: Several firms reaffirmed/upgraded ratings and high targets after the print (e.g., Rosenblatt re‑affirmed Buy with a $555 target; Cantor Fitzgerald kept Overweight at $520), supporting the rally from buy‑side analysts. Benzinga: analyst notes
• Neutral Sentiment: Market context: sector volatility and the broader AI‑disruption debate remain key — some coverage notes CrowdStrike “holding steady” despite mixed software moves elsewhere, so macro/sector flows could mute follow‑through. 247WallSt: CrowdStrike holds steady
• Neutral Sentiment: Analysts’ revisions are mixed — some firms trimmed price targets or moved to neutral while others kept Buy/Outperform calls; that creates a mixed signal even as headline guidance is strong. Benzinga: analysts cut forecasts
• Negative Sentiment: Several notable price‑target cuts and more cautious stances (e.g., Needham lowered $575→$475; Canaccord $515→$400; Morgan Stanley and BMO trimmed targets) are pressuring sentiment and could cap gains. Benzinga: price target moves
• Negative Sentiment: Insider selling remains notable in filings reported by data providers (multiple recent insider sales), which investors may view negatively if they interpret it as profit‑taking or reduced insider conviction. Quiver Quant: earnings & insider activity

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.