CrowdStrike (NASDAQ:CRWD) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of CrowdStrike (NASDAQ:CRWD) have been assigned a consensus rating of “Moderate Buy” from the forty-nine research firms that are presently covering the firm, Marketbeat reports. Three equities research analysts have rated the stock with a sell rating, fifteen have given a hold rating and thirty-one have issued a buy rating on the company. The average 12 month target price among brokerages that have covered the stock in the last year is $523.6170.

A number of brokerages have recently issued reports on CRWD. Cantor Fitzgerald lowered their price target on shares of CrowdStrike from $590.00 to $520.00 and set an “overweight” rating on the stock in a report on Tuesday, February 24th. Macquarie Infrastructure reaffirmed a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a report on Tuesday, January 27th. The Goldman Sachs Group increased their target price on shares of CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Oppenheimer reduced their price target on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Finally, Capital One Financial decreased their price target on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th.

CrowdStrike Price Performance

CrowdStrike stock opened at $384.86 on Thursday. The firm has a market capitalization of $97.02 billion, a P/E ratio of -305.44, a PEG ratio of 20.93 and a beta of 1.07. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The business has a fifty day moving average price of $436.73 and a 200-day moving average price of $469.55.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm’s quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.93 EPS. As a group, equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insiders Place Their Bets

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 value of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred 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 sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

Institutional Trading of CrowdStrike

A number of hedge funds have recently made changes to their positions in CRWD. Asset Planning Inc bought a new stake in CrowdStrike during the third quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC bought a new stake in CrowdStrike in the 3rd quarter worth approximately $25,000. AlphaQuest LLC bought a new stake in CrowdStrike in the 2nd quarter worth approximately $26,000. Finally, Logan Capital Management Inc. purchased a new stake in CrowdStrike in the third quarter worth approximately $26,000. 71.16% of the stock is owned by institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts arguing the sell-off is overdone and upgrading CRWD have supported buying interest — Piper Sandler and other bulls see AI as a growth opportunity and suggest substantial upside. Why This Analyst Sees Nearly 40% Upside To CrowdStrike Stock
• Positive Sentiment: JPMorgan highlights Falcon Flex adoption as a key growth driver — bullish fundamental catalyst cited by hedge funds and investors. JPMorgan Highlights Falcon Flex Adoption
• Positive Sentiment: Some analysts upgraded or reiterated favorable views into earnings, arguing CrowdStrike’s guidance risk is limited and the sell-off has been excessive — this supportive research is lifting sentiment into the report. Why CrowdStrike’s stock just got an upgrade ahead of earnings
• Neutral Sentiment: Earnings watch: multiple previews (Yahoo Finance, TipRanks, Benzinga) flag Q4 results and KPIs (ARR/Falcon Flex adoption, billings, margins) as key — results could swing the stock either way. Earnings To Watch: CrowdStrike (CRWD) Reports Q4 Results Tomorrow
• Neutral Sentiment: Reported short-interest data is effectively meaningless/zero in the release (no material short-position signal), so short-covering is not driving today’s move. (data entry)
• Negative Sentiment: Several firms trimmed price targets or issued more cautious notes ahead of earnings — Robert W. Baird cut its target to $450 and set a Neutral rating; Jefferies and others also lowered targets, keeping pressure on sentiment. Analyst price target changes
• Negative Sentiment: Reports warn of an AI-disruption trade that has roiled software and cybersecurity names — that selling pressure raises the odds of volatility and downside if CrowdStrike’s results or guidance disappoint. CrowdStrike Q4 Preview: ‘Expect Volatility’ As AI Disruption Trade Roils Shares
• Negative Sentiment: Some downgrades and a reported analyst-driven 2.4% drop earlier show that negative catalyst risk remains if guidance or billings miss expectations. CrowdStrike Stock Price Down on Analyst Downgrade

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.