CrowdStrike (NASDAQ:CRWD) Trading Up 3.7% – What’s Next?

Shares of CrowdStrike (NASDAQ:CRWD) shot up 3.7% during mid-day trading on Wednesday . The stock traded as high as $365.98 and last traded at $363.31. 5,648,157 shares were traded during mid-day trading, an increase of 51% from the average session volume of 3,741,773 shares. The stock had previously closed at $350.25.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnership with VAST Data to integrate VAST’s AI operating system governance with CrowdStrike Falcon, strengthening CrowdStrike’s position in securing AI data and pipelines — positive for enterprise demand and platform stickiness. VAST Data and CrowdStrike Partner
• Positive Sentiment: Splashtop announced integration with the CrowdStrike Falcon platform to streamline endpoint deployments and visibility in Windows environments — an operational win that can broaden Falcon adoption. Splashtop Integrates with Falcon
• Positive Sentiment: CrowdStrike’s 2026 Global Threat Report warns that AI is accelerating attacks and shortening breakout times — a data point that supports continued enterprise spending on detection/response solutions like Falcon. 2026 Global Threat Report
• Neutral Sentiment: Several sell‑side firms trimmed price targets (Oppenheimer, TD Cowen) but largely kept buy/outperform ratings, indicating confidence in longer‑term fundamentals despite near‑term re‑rating. TD Cowen Adjusts PT
• Negative Sentiment: Market panic from Anthropic’s launch of Claude Code Security last week spurred an indiscriminate selloff across cybersecurity names, raising investor concerns about AI tools compressing addressable market or changing product mixes. That event remains a headline risk. Anthropic Tool Sparks Selloff
• Negative Sentiment: Recent analyst moves (Stifel lowering its target; reports of trading down after downgrades) add short‑term pressure and headline risk, even where analysts retain constructive views longer term. Stifel Lowers PT

Analyst Ratings Changes

CRWD has been the subject of several research analyst reports. BMO Capital Markets raised their price target on CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Morgan Stanley increased their target price on CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research report on Thursday, December 18th. KeyCorp reissued a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. BNP Paribas Exane upped their price target on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Finally, Barclays lowered their price objective on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research report on Friday, February 20th. Thirty research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $538.28.

CrowdStrike Stock Up 3.7%

The company has a market cap of $91.59 billion, a P/E ratio of -288.34, a price-to-earnings-growth ratio of 19.71 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The business’s fifty day moving average is $444.94 and its two-hundred day moving average is $471.09.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business’s revenue was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.93 EPS. Equities analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the sale, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 over the last three months. Company insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

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

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.