Argus Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $520.00

CrowdStrike (NASDAQ:CRWD) had its target price lowered by equities researchers at Argus from $600.00 to $520.00 in a report issued on Thursday,MarketScreener reports. The brokerage currently has a “buy” rating on the stock. Argus’ price target suggests a potential upside of 28.66% from the stock’s previous close.

Other research analysts have also recently issued research reports about the stock. DA Davidson increased their target price on shares of CrowdStrike from $425.00 to $455.00 and gave the stock a “buy” rating in a report on Wednesday. Stifel Nicolaus lowered their price objective on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Barclays cut their target price on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. BTIG Research lowered their price target on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a report on Monday. Finally, Wedbush reissued an “outperform” rating and set a $550.00 price objective on shares of CrowdStrike in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $404.16 on Thursday. The stock has a market capitalization of $101.89 billion, a PE ratio of -546.15, a P/E/G ratio of 22.02 and a beta of 1.06. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The business has a fifty day moving average price of $433.61 and a two-hundred day moving average price of $468.86.

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 3.81% and a negative return on equity of 0.15%. 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. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Transactions at CrowdStrike

In related news, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction that occurred on 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 directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This represents a 5.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 100,247 shares of company stock worth $45,722,274. Corporate insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

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

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Record ARR, Q4 beats and strong guidance — CrowdStrike reported revenue of ~$1.31B, adjusted EPS that slightly beat consensus, ending ARR above $5B and record net new ARR; management issued FY27 guidance that supports continued ARR expansion. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: EU sovereign-cloud partnership expands addressable market — CrowdStrike will deliver Falcon on Schwarz Digits’ STACKIT cloud to meet EU data‑sovereignty requirements, easing adoption by regulated European customers. CrowdStrike Lands EU-Sovereign Cloud Deal
• Positive Sentiment: New AI-native products and partner ecosystem — CrowdStrike launched FalconID (passwordless, AI‑resistant auth) and announced partnerships (NVIDIA, VAST Data, Qualtrics) that position it across the AI data and infrastructure stack. These expand product monetization levers. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Geopolitical tailwind for cybersecurity demand — heightened conflict concerns have driven safe‑haven flows into defense/cyber names and reinforced urgency around enterprise security budgets. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Mixed analyst reactions — several firms raised ratings/targets (Wells Fargo upgrade, DA Davidson lift), while others trimmed price targets; overall sell‑side view remains constructive but more guarded on valuation. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Negative Sentiment: Valuation & AI-as-threat debate — investors and some analysts warn that agentic AI could compress software pricing/contract scopes over time, creating a headwind for premium SaaS multiples. That concern capped upside despite the beat. CrowdStrike Earnings: Another Blow To AI-As-A-Threat Narrative
• Negative Sentiment: Analyst price-target cuts and margin scrutiny — several banks trimmed targets and some models show pressure on near-term margins/earnings despite revenue strength, keeping volatility likely. CrowdStrike Posts Record Q4, Guidance Shows Growth In Emerging Products
• Negative Sentiment: Insider selling and mixed institutional flows flagged by data vendors — some data sources show sizable insider sales and portfolio rebalancing, which can add selling pressure or headline risk. QuiverQuant: CrowdStrike Releases Q4 2026 Earnings

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.