CrowdStrike (NASDAQ:CRWD) Rating Increased to Strong-Buy at Berenberg Bank

Berenberg Bank upgraded shares of CrowdStrike (NASDAQ:CRWD) from a hold rating to a strong-buy rating in a report released on Friday morning,Zacks.com reports.

Several other analysts have also commented on CRWD. Arete Research set a $706.00 price target on shares of CrowdStrike in a research report on Tuesday, October 28th. Bank of America increased their target price on shares of CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a research note on Monday, October 20th. Loop Capital set a $550.00 price target on CrowdStrike in a research note on Thursday, December 11th. Wedbush reaffirmed an “outperform” rating and issued a $600.00 price target on shares of CrowdStrike in a report on Monday, December 1st. Finally, Roth Capital reissued a “buy” rating and issued a $510.00 price objective (up from $410.00) on shares of CrowdStrike in a report on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus price target of $555.10.

CrowdStrike Stock Up 1.5%

CrowdStrike stock opened at $470.61 on Friday. The business’s 50-day moving average price is $502.48 and its 200 day moving average price is $481.62. 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 firm has a market cap of $118.64 billion, a price-to-earnings ratio of -373.50, a price-to-earnings-growth ratio of 111.57 and a beta of 1.03. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In related news, CEO George Kurtz sold 17,550 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of the sale, the chief executive officer directly owned 2,090,532 shares in the company, valued at approximately $1,006,340,294.16. The trade was a 0.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 73,395 shares of company stock valued at $36,920,217. 3.32% of the stock is owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Large investors have recently modified their holdings of the business. Asset Planning Inc purchased a new position in shares of CrowdStrike in the third quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike in the 3rd quarter valued at about $25,000. Anchor Investment Management LLC purchased a new position in CrowdStrike in the 3rd quarter worth approximately $25,000. AlphaQuest LLC acquired a new position in shares of CrowdStrike during the 2nd quarter worth approximately $26,000. Finally, Miller Global Investments LLC acquired a new position in shares of CrowdStrike during the 4th quarter worth approximately $26,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Berenberg upgraded CRWD to Buy after the share pullback, signaling renewed confidence from a European sell-side shop and providing near-term buying support. Berenberg upgrades CrowdStrike to Buy after stock pullback
• Positive Sentiment: William Blair reiterated a Buy stance, underscoring confidence in CrowdStrike’s Falcon platform expansion and identity/security strategy as consistent with long-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Analysts highlighting strong Q2 metrics and Falcon adoption (including Cantor Fitzgerald’s bullish read) argue there’s meaningful upside if NNARR and multi-module adoption continue to accelerate. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike announced a strategic acquisition of identity-security startup SGNL for roughly $740M to beef up real-time identity protections against AI-driven threats — a clear strategic fit but one that requires integration and capital deployment. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Negative Sentiment: Market reaction to the SGNL deal included an intraweek sell-off as some investors punished CRWD for the cash outlay and near-term dilution risks. M&A News: CrowdStrike Stock (CRWD) Gets Knocked Despite $740M Purchase of ID Management Startup SGNL
• Negative Sentiment: Critical commentary highlights CrowdStrike’s stretched valuation and limited margin of safety despite renewed growth — a risk for investors if growth slows or acquisition benefits take time to materialize. CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum – Minimal Margin Of Safety
• Negative Sentiment: Recent headlines and market notes (Zacks, Benzinga) recorded short-term share weakness as the market digests deal details and valuation questions. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors

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.