BNP Paribas Exane Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $400.00

CrowdStrike (NASDAQ:CRWD) had its price objective lowered by BNP Paribas Exane from $450.00 to $400.00 in a research report released on Wednesday morning, MarketBeat reports. BNP Paribas Exane currently has a neutral rating on the stock.

Several other research analysts have also commented on CRWD. TD Cowen decreased their price objective on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Argus lifted their target price on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Morgan Stanley reduced their price target on shares of CrowdStrike from $537.00 to $487.00 and set an “equal weight” rating on the stock in a research report on Wednesday. DA Davidson set a $425.00 price objective on shares of CrowdStrike in a report on Thursday, February 26th. Finally, Piper Sandler upgraded shares of CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price objective for the company in a report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Price Performance

CRWD opened at $428.99 on Wednesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.81 and a current ratio of 1.77. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The stock has a market capitalization of $108.15 billion, a PE ratio of -579.71, a price-to-earnings-growth ratio of 20.82 and a beta of 1.06. The stock’s 50 day moving average price is $431.56 and its 200-day moving average price is $468.58.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the company earned $1.03 earnings per share. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, equities research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the firm’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 transaction of $1,385,820.00. Following the transaction, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 91,947 shares of company stock worth $41,438,616 over the last 90 days. Corporate insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

A number of hedge funds have recently made changes to their positions in the stock. Laurel Wealth Advisors LLC increased its position in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after buying an additional 4,285,640 shares in the last quarter. Norges Bank bought a new stake in CrowdStrike in the fourth quarter worth $1,699,545,000. Vestor Capital LLC boosted its holdings in CrowdStrike by 269,840.3% in the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after acquiring an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of CrowdStrike by 310.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after acquiring an additional 659,705 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after acquiring an additional 596,007 shares during the last quarter. 71.16% of the stock is owned by institutional investors.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

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.