CrowdStrike (NASDAQ:CRWD) Price Target Cut to $475.00 by Analysts at Needham & Company LLC

CrowdStrike (NASDAQ:CRWD) had its price target reduced by research analysts at Needham & Company LLC from $575.00 to $475.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. Needham & Company LLC’s price objective suggests a potential upside of 21.35% from the company’s previous close.

Several other equities analysts also recently issued reports on the stock. Zacks Research downgraded shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research note on Monday, February 2nd. The Goldman Sachs Group upped their target price on CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Susquehanna upped their target price on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a report on Wednesday, December 3rd. Morgan Stanley dropped their price target on shares of CrowdStrike from $537.00 to $487.00 and set an “equal weight” rating for the company in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft increased their target price on shares of CrowdStrike from $435.00 to $475.00 and gave the stock a “hold” rating in a research report on Wednesday, December 3rd. One 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 company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $513.94.

CrowdStrike Price Performance

NASDAQ:CRWD opened at $391.42 on Wednesday. The stock’s fifty day moving average is $434.98 and its two-hundred day moving average is $469.29. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $98.68 billion, a P/E ratio of -310.65, a P/E/G ratio of 21.65 and a beta of 1.06. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data 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. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.03 earnings per share. Equities analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling

In related news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, President Michael Sentonas sold 11,461 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by insiders.

Hedge Funds Weigh In On CrowdStrike

A number of institutional investors have recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares during the period. Empowered Funds LLC increased its stake in shares of CrowdStrike by 3.6% in the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after buying an additional 169 shares in the last quarter. AlphaQuest LLC acquired a new position in CrowdStrike during the 2nd quarter worth $26,000. Assetmark Inc. lifted its holdings in CrowdStrike by 622.7% in the second quarter. Assetmark Inc. now owns 4,560 shares of the company’s stock valued at $2,322,000 after buying an additional 3,929 shares during the period. Finally, South Dakota Investment Council boosted its holdings in CrowdStrike by 71.4% during the second quarter. South Dakota Investment Council now owns 1,200 shares of the company’s stock worth $611,000 after buying an additional 500 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

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.