CrowdStrike (NASDAQ:CRWD) Given Buy Rating at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of CrowdStrike (NASDAQ:CRWD) in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have a $555.00 price objective on the stock.

CRWD has been the subject of a number of other research reports. HSBC increased their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. Stifel Nicolaus reduced their price target on CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. Wedbush reaffirmed an “outperform” rating and set a $600.00 price objective on shares of CrowdStrike in a research report on Monday, December 1st. Berenberg Bank set a $600.00 target price on CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Finally, Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $509.49.

CrowdStrike Trading Up 4.2%

Shares of CRWD opened at $407.68 on Wednesday. The firm has a 50-day moving average price of $433.61 and a 200 day moving average price of $468.86. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $102.78 billion, a P/E ratio of -550.91, a P/E/G ratio of 22.02 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.03 EPS. Sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction 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 completion of the transaction, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 7,871 shares of CrowdStrike stock in a transaction dated 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 completion of the sale, the chief financial officer directly owned 169,613 shares in the company, valued at approximately $70,521,693.14. The trade was a 4.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On CrowdStrike

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

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.