CrowdStrike (NASDAQ:CRWD) Trading 1.3% Higher on Analyst Upgrade

CrowdStrike (NASDAQ:CRWD)’s stock price shot up 1.3% during mid-day trading on Wednesday after DZ Bank upgraded the stock from a sell rating to a buy rating. DZ Bank now has a $490.00 price target on the stock. CrowdStrike traded as high as $452.00 and last traded at $442.03. 2,848,268 shares changed hands during mid-day trading, a decline of 30% from the average session volume of 4,047,525 shares. The stock had previously closed at $436.33.

CRWD has been the topic of several other research reports. Macquarie Infrastructure reiterated a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a research note on Tuesday, January 27th. Canaccord Genuity Group cut their target price on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a research report on Wednesday, March 4th. UBS Group reaffirmed an “overweight” rating on shares of CrowdStrike in a report on Wednesday, March 4th. Mizuho decreased their price target on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. Finally, Capital One Financial dropped their price target on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, CrowdStrike currently has an average rating of “Moderate Buy” and a consensus target price of $506.26.

Insider Activity at CrowdStrike

In other news, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the sale, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. This trade represents a 1.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,068 shares of company stock worth $40,447,425 in the last 90 days. Insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

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

Institutional Investors Weigh In On CrowdStrike

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of CrowdStrike by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock worth $11,351,748,000 after acquiring an additional 340,047 shares during the period. State Street Corp raised its stake in CrowdStrike by 2.2% during the 4th quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after purchasing an additional 239,428 shares during the period. Geode Capital Management LLC lifted its holdings in CrowdStrike by 2.4% in the 4th quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock worth $2,777,227,000 after purchasing an additional 137,224 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its stake in CrowdStrike by 1.3% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock worth $2,002,398,000 after purchasing an additional 53,813 shares during the period. 71.16% of the stock is owned by institutional investors.

CrowdStrike Stock Up 1.3%

The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The company has a 50 day simple moving average of $429.94 and a two-hundred day simple moving average of $469.54. The firm has a market capitalization of $111.44 billion, a P/E ratio of -597.33, a P/E/G ratio of 22.76 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the business posted $1.03 earnings per share. The company’s revenue for the quarter was up 23.8% compared to the same quarter last year. On average, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.