CrowdStrike (NASDAQ:CRWD) Price Target Raised to $490.00 at Stephens

CrowdStrike (NASDAQ:CRWD) had its target price boosted by Stephens from $465.00 to $490.00 in a report published on Wednesday morning,MarketScreener reports. They currently have an overweight rating on the stock.

A number of other equities analysts have also issued reports on the company. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. Mizuho decreased their target price on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of CrowdStrike from $435.00 to $475.00 and gave the company a “hold” rating in a report on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. lowered their price objective on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $509.49.

CrowdStrike Trading Up 4.2%

NASDAQ:CRWD opened at $407.68 on Wednesday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The firm has a 50 day moving average of $433.61 and a 200 day moving average of $468.86. 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 stock has a market capitalization of $102.78 billion, a price-to-earnings ratio of -550.91, a PEG ratio of 22.02 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.15% and a negative net margin of 3.81%.The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period in the previous year, the business earned $1.03 EPS. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In related news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction 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 in the company, 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. Over the last three months, insiders have sold 100,247 shares of company stock worth $45,722,274. Insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Institutional investors and hedge funds have recently modified their holdings of the company. Disciplined Equity Management Inc. grew its position in CrowdStrike by 0.8% in the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after acquiring an additional 20 shares in the last quarter. TD Private Client Wealth LLC increased its position in shares of CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after purchasing an additional 20 shares during the last quarter. Financially Speaking Inc raised its stake in CrowdStrike by 26.7% in the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock valued at $47,000 after buying an additional 20 shares in the last quarter. Catalyst Financial Partners LLC raised its position in shares of CrowdStrike by 1.6% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after acquiring an additional 20 shares in the last quarter. Finally, Fire Capital Management LLC raised its holdings in CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.