CrowdStrike (NASDAQ:CRWD) Price Target Lowered to $487.00 at Morgan Stanley

CrowdStrike (NASDAQ:CRWD) had its price target reduced by equities researchers at Morgan Stanley from $537.00 to $487.00 in a note issued to investors on Wednesday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Morgan Stanley’s price objective would indicate a potential upside of 24.42% from the company’s previous close.

A number of other equities analysts have also weighed in on the stock. Sanford C. Bernstein boosted their price objective on shares of CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research report on Wednesday. Capital One Financial lowered their target price on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. Daiwa Securities Group increased their price target on CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Finally, Royal Bank Of Canada set a $550.00 target price on CrowdStrike in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $513.94.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $391.42 on Wednesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The business has a fifty day moving average of $434.98 and a 200-day moving average of $469.29. The stock has a market cap of $98.68 billion, a price-to-earnings ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the company earned $1.03 earnings per share. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other CrowdStrike news, CAO Anurag Saha sold 836 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the sale, the chief accounting officer owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. This represents a 1.88% 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 CrowdStrike stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the transaction, the director directly owned 76,082 shares in the company, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 100,247 shares of company stock worth $45,722,274 over the last ninety days. Company insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently added to or reduced their stakes in CRWD. Laurel Wealth Advisors LLC lifted its holdings in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Norges Bank acquired a new stake in CrowdStrike in the 4th quarter valued at approximately $1,699,545,000. Vestor Capital LLC lifted its stake in CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after acquiring an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in CrowdStrike by 310.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after acquiring an additional 659,705 shares during the last quarter. Finally, Vanguard Group Inc. boosted its position in CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after acquiring an additional 596,007 shares during the last quarter. 71.16% of the stock is owned by institutional investors.

Key Headlines Impacting CrowdStrike

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

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.