CrowdStrike (NASDAQ:CRWD) Stock Price Up 1.8% – What’s Next?

CrowdStrike (NASDAQ:CRWD) shares were up 1.8% on Thursday . The stock traded as high as $395.50 and last traded at $392.62. Approximately 2,444,316 shares changed hands during trading, a decline of 38% from the average daily volume of 3,940,740 shares. The stock had previously closed at $385.86.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike launched the Charlotte AI AgentWorks ecosystem and new agentic offerings (Agentic MDR, Falcon Data Security) at RSA, positioning Falcon as an “AI security OS” that can drive higher‑margin services and customer expansions. Charlotte AI AgentWorks
• Positive Sentiment: Expanded strategic integrations with IBM (Charlotte AI + IBM ATOM) and an Intel partnership to optimize Falcon for AI PCs should broaden enterprise reach and OEM/channel pull. These moves increase the odds of faster enterprise adoption. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: Broad ecosystem validation (AWS, NVIDIA, OpenAI, Anthropic, Accenture, Deloitte, etc.) around the product launches strengthens GTM distribution and the company’s data‑driven moat. Autonomous Security and the New AI Arms Race
• Neutral Sentiment: CrowdStrike’s startup accelerator named Jazz the winner (with AWS/NVIDIA support) — good PR and ecosystem signal but unlikely to move fundamentals near‑term. CrowdStrike and AWS Announce Jazz as the Winner
• Negative Sentiment: Material insider selling was disclosed (CEO George Kurtz, CFO, President and others sold shares on March 23). Large executive sales frequently amplify investor caution and can weigh on short‑term sentiment. SEC Form 4 (Kurtz sale)
• Negative Sentiment: Analyst trims, premium valuation and technicals (below key short‑term moving averages) leave CRWD exposed in any rotation out of high‑multiple software names; investors are debating whether AI tooling compresses pricing or boosts consolidation. CrowdStrike Stock Outlook

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Evercore lowered their target price on CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 25th. Morgan Stanley upgraded shares of CrowdStrike from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $487.00 to $510.00 in a research report on Tuesday, March 10th. TD Cowen lowered their price objective on CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a report on Tuesday, February 24th. Daiwa Securities Group dropped their target price on CrowdStrike from $560.00 to $500.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 10th. Finally, Jefferies Financial Group cut their price objective on CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a research report on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $506.26.

CrowdStrike Stock Performance

The company has a market capitalization of $99.57 billion, a PE ratio of -530.56, a P/E/G ratio of 17.24 and a beta of 1.06. The stock has a 50-day simple moving average of $420.59 and a 200 day simple moving average of $469.35. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the firm posted $1.03 EPS. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. Equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity

In related news, President Michael Sentonas sold 19,367 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the transaction, the president owned 406,944 shares of the company’s stock, valued at approximately $167,278,400.64. This represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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 approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 116,469 shares of company stock worth $48,369,351 in the last quarter. Corporate insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Asset Planning Inc purchased a new stake in shares of CrowdStrike in the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike in the 3rd quarter worth about $25,000. Anchor Investment Management LLC acquired a new stake in CrowdStrike in the 3rd quarter worth about $25,000. Hanson & Doremus Investment Management grew its holdings in CrowdStrike by 170.0% in the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after buying an additional 34 shares during the period. Finally, Basepoint Wealth LLC acquired a new position in shares of CrowdStrike during the 4th quarter valued at about $25,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.