CrowdStrike (NASDAQ:CRWD) Earns Overweight Rating from Analysts at Wells Fargo & Company

Wells Fargo & Company initiated coverage on shares of CrowdStrike (NASDAQ:CRWD) in a research report released on Tuesday morning, Marketbeat.com reports. The firm issued an overweight rating and a $450.00 price objective on the stock.

Several other equities research analysts have also commented on the stock. Oppenheimer cut their price target on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. Citigroup boosted their target price on shares of CrowdStrike from $595.00 to $610.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Stifel Nicolaus lowered their price objective on CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. JPMorgan Chase & Co. cut their price objective on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research note on Wednesday, February 25th. Finally, Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 target price for the company in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Price Performance

Shares of CrowdStrike stock opened at $426.16 on Tuesday. The firm has a market cap of $107.43 billion, a PE ratio of -575.88, a P/E/G ratio of 22.89 and a beta of 1.06. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The business has a 50-day moving average price of $432.60 and a 200 day moving average price of $468.57.

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

Insider Activity

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction dated 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 transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares of the company’s stock, 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 sold 91,947 shares of company stock valued at $41,438,616 in the last quarter. Insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Disciplined Equity Management Inc. lifted its position in shares of CrowdStrike by 0.8% during the third 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 in the last quarter. TD Private Client Wealth LLC increased its stake in CrowdStrike by 6.4% during the 3rd 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 period. Financially Speaking Inc lifted its holdings in 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 boosted its position in CrowdStrike by 1.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after buying an additional 20 shares during the period. Finally, Fire Capital Management LLC increased its position in shares of CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after acquiring an additional 21 shares during the period. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat expectations: revenue and EPS slightly topped estimates; ending ARR topped $5.25B and net new ARR was a record, supporting the company’s platform-led growth thesis. Guidance for FY27 was roughly in line with Street expectations, which helped sentiment. CrowdStrike Beats, But AI Concerns Persist
• Positive Sentiment: Company messaging highlights AI-native products (Falcon enhancements, identity/AI protections) and partnerships that extend its addressable market — reinforcing investor views that CrowdStrike is positioned to capture AI-driven cybersecurity spending. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Strategic win in Europe: a partnership to deliver Falcon on Schwarz Digits’ STACKIT sovereign cloud with EU data residency — helps EU public-sector and regulated-enterprise sales. CrowdStrike and Schwarz Digits Partner on STACKIT
• Positive Sentiment: Institutional interest: Baron Global Opportunity Fund increased its stake and Wells Fargo initiated/upgraded coverage (strong-buy/overweight commentary), signaling buy-side conviction following the quarter. Baron Global Opportunity Fund Increased Its Holding
• Neutral Sentiment: Investor outreach: CrowdStrike presented at the Morgan Stanley TMT conference (adds visibility but no new material guidance). CRWD Presents at Morgan Stanley TMT Conference
• Neutral Sentiment: Reported short-interest data in feeds was inconsistent/zero (likely a reporting artifact) and thus provides no clear directional signal to traders today.
• Negative Sentiment: Analysts are split and many lowered price targets after the release (Citigroup, Argus, UBS, Deutsche Bank and others trimmed targets even while some kept “buy” ratings) — this mixed/trimmed estimate backdrop limits upside and suggests the Street is wrestling with valuation vs. growth. Citigroup Adjusts Price Target on CrowdStrike Argus Adjusts Price Target on CrowdStrike These Analysts Cut Their Forecasts On CrowdStrike
• Negative Sentiment: Ongoing concern: some investors worry that “agentic AI” and software pricing dynamics could pressure long-term per-customer spend if AI reduces demand for multiple modules — a valuation risk for a high-multiple security vendor. CrowdStrike Beats, But AI Concerns Persist

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.