CrowdStrike (NASDAQ:CRWD) Shares Up 1.2% – What’s Next?

CrowdStrike (NASDAQ:CRWD) rose 1.2% on Monday . The company traded as high as $438.28 and last traded at $434.13. Approximately 3,788,686 shares changed hands during trading, a decline of 7% from the average daily volume of 4,075,944 shares. The stock had previously closed at $428.99.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Beat and milestone results — CrowdStrike reported an EPS and revenue beat, record annual recurring revenue and its first positive GAAP quarterly net income, with rising operating cash flow and operating income that validate the growth story. Why CrowdStrike (CRWD) Is Up 11.5% After First Profit, Record ARR, AI Deals And Shelf Filing
• Positive Sentiment: Major analyst support — Morgan Stanley upgraded CRWD to Overweight / Top Pick with a $510 target (and earlier coverage triggered a big post-earnings rally), signaling conviction that CrowdStrike benefits from AI-driven security demand. CrowdStrike rises after upgrade at Morgan Stanley
• Positive Sentiment: Additional upgrades — DZ Bank upgraded CRWD from Sell to Buy with a $490 target, adding more analyst tailwind and reinforcing the buy-side narrative. DZ Bank AG upgrade — TickerReport
• Neutral Sentiment: AI product & partnership momentum — New launches (e.g., FalconID) and partnerships (STACKIT sovereign cloud, VAST Data) position CrowdStrike as an AI-era cybersecurity vendor, a structural tailwind but one that demands continued execution. Why CrowdStrike (CRWD) Is Up 11.5% After First Profit, Record ARR, AI Deals And Shelf Filing
• Neutral Sentiment: Shelf filing and buyback notes — CrowdStrike filed a ~$3.10B shelf (primarily for employee plans) and completed a modest $50.6M repurchase; standard corporate actions that can be neutral to mildly dilutive depending on use. Why CrowdStrike (CRWD) Is Up 11.5% After First Profit, Record ARR, AI Deals And Shelf Filing
• Neutral Sentiment: Mixed analyst moves — Citi and Daiwa trimmed price targets (Citi: $525 from $610; Daiwa: $500 from $560) but generally kept favorable ratings, leaving guidance and growth the key drivers rather than unanimous bullishness. Citi Cuts PT on CrowdStrike to $525 — Yahoo Finance
• Neutral Sentiment: Trademark suit — CrowdStrike sued rival AiStrike for trademark infringement; legal action is notable but not likely to be a major stock driver unless it expands. CrowdStrike sues rival AiStrike — Reuters
• Negative Sentiment: Valuation concerns — Several outlets and investors warn CRWD remains expensive (forward multiples still rich versus the broader market), which is why some buyers are pausing despite the strong quarter; this caps upside until growth visibility and margin trajectory are confirmed. CrowdStrike Delivered a Blowout Quarter—and the Stock Yawned — MarketBeat

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on CRWD shares. Berenberg Bank set a $600.00 target price on shares of CrowdStrike and gave the company a “buy” rating in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a research report on Wednesday, March 4th. 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 research report on Monday, March 2nd. TD Cowen lowered their target price on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research note on Tuesday, February 24th. Finally, JPMorgan Chase & Co. dropped their target price on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $506.26.

CrowdStrike Stock Up 1.3%

The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The business’s 50 day moving average price is $429.94 and its 200 day moving average price is $469.54. The firm has a market cap of $111.44 billion, a PE ratio of -597.33, a PEG ratio of 22.76 and a beta of 1.06.

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

Insider Transactions at CrowdStrike

In related news, President Michael Sentonas sold 11,461 shares of the stock in a transaction 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 completion of the transaction, the president directly owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. The trade was a 4.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 90,068 shares of company stock valued at $40,447,425. Insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

A number of hedge funds have recently modified their holdings of the business. Asset Planning Inc purchased a new stake in CrowdStrike during the 3rd quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Anchor Investment Management LLC purchased a new stake in shares of CrowdStrike in the third quarter valued at approximately $25,000. Logan Capital Management Inc. purchased a new stake in shares of CrowdStrike in the third quarter valued at approximately $26,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of CrowdStrike in the second quarter valued at approximately $27,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

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.