CrowdStrike (NASDAQ:CRWD) Now Covered by Analysts at Benchmark

Investment analysts at Benchmark assumed coverage on shares of CrowdStrike (NASDAQ:CRWD) in a research note issued on Wednesday,MarketScreener reports. The brokerage set a “buy” rating and a $500.00 price target on the stock. Benchmark’s target price would indicate a potential upside of 27.36% from the stock’s current price.

Several other equities research analysts have also weighed in on CRWD. Jefferies Financial Group cut their target price on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating on the stock in a report on Friday, February 27th. Sanford C. Bernstein upped their price objective on shares of CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research report on Wednesday, March 4th. Mizuho dropped their price objective on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. BTIG Research reduced their target price on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a report on Monday, March 2nd. Finally, TD Cowen decreased their target price on CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus price target of $504.98.

CrowdStrike Price Performance

CrowdStrike stock opened at $392.59 on Wednesday. The firm has a market capitalization of $99.56 billion, a P/E ratio of -534.55, a PEG ratio of 16.67 and a beta of 1.06. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The business has a 50-day moving average of $415.13 and a 200-day moving average of $468.33. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last announced 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 business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the company posted $1.03 EPS. CrowdStrike’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity

In related news, CEO George Kurtz sold 31,915 shares of CrowdStrike stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $411.88, for a total value of $13,145,150.20. Following the sale, the chief executive officer owned 2,162,415 shares of the company’s stock, valued at approximately $890,655,490.20. The trade was a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Michael Sentonas sold 19,367 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $411.06, for a total value of $7,960,999.02. Following the sale, the president owned 406,944 shares in the company, valued at $167,278,400.64. The trade was a 4.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 116,469 shares of company stock worth $48,369,351. 3.32% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of CRWD. Disciplined Equity Management Inc. grew its stake in shares of CrowdStrike by 0.8% in the third 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 stake 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 holdings in shares of CrowdStrike by 26.7% during the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after buying an additional 20 shares in the last quarter. Catalyst Financial Partners LLC lifted 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 buying an additional 20 shares during the last quarter. Finally, Fire Capital Management LLC lifted its position in shares of CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after buying an additional 21 shares during the last quarter. 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: Wolfe Research upgraded CRWD to “Outperform,” citing an Anthropic/AI model catalyst and assigning a $450 price target — a direct analyst push that helped re-rate the stock. Read More.
• Positive Sentiment: Morgan Stanley and other firms highlighted CrowdStrike as a top AI-security play, reinforcing investor conviction that AI-driven threats boost demand for endpoint/cloud security. That analyst attention has driven notable intraday rallies. Read More.
• Positive Sentiment: CrowdStrike expanded strategic AI-powered partnerships (HCLTech; integrations with IBM and Intel have been publicized) to scale threat-exposure and AI security services internationally — a revenue and enterprise-sales positive. Read More.
• Positive Sentiment: High-profile bullish coverage (Jim Cramer, Seeking Alpha pieces) reinforces the narrative that CrowdStrike’s platform and AI roadmap strengthen retention and ARR growth, supporting investor sentiment. Read More.
• Neutral Sentiment: Insider filings show roughly $28.1M of sales by CrowdStrike insiders in March, but filings state sales were to cover tax withholdings on vested RSUs — a liquidity/administrative motive rather than an explicit negative signal. Read More.
• Negative Sentiment: Broader cybersecurity sector volatility and prior pullbacks remain a risk: CRWD has been materially off its highs, and that technical/market-pressure backdrop can cap near-term gains despite the positive catalysts. Read More.

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.