CrowdStrike (NASDAQ:CRWD) Receives Outperform Rating from Royal Bank Of Canada

CrowdStrike (NASDAQ:CRWD)‘s stock had its “outperform” rating reissued by stock analysts at Royal Bank Of Canada in a report issued on Tuesday,Benzinga reports. They presently have a $550.00 price target on the stock. Royal Bank Of Canada’s price target points to a potential upside of 26.11% from the stock’s previous close.

Several other research analysts also recently commented on the stock. BTIG Research lowered their price objective on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research report on Monday, March 2nd. Macquarie Infrastructure reissued a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a report on Tuesday, January 27th. Canaccord Genuity Group dropped their price objective on CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a research report on Wednesday, March 4th. Oppenheimer lowered their target price on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Finally, DA Davidson raised their price target on shares of CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike Price Performance

Shares of CRWD stock traded up $12.28 during trading on Tuesday, hitting $436.12. The company had a trading volume of 859,438 shares, compared to its average volume of 3,903,521. The stock’s 50-day moving average price is $427.97 and its 200 day moving average price is $469.88. The firm has a market capitalization of $110.60 billion, a P/E ratio of -589.94, a price-to-earnings-growth ratio of 19.38 and a beta of 1.07. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the business earned $1.03 earnings per share. CrowdStrike’s revenue was up 23.8% on a year-over-year basis. Equities analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CAO Anurag Saha sold 1,530 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $734,063.40. Following the completion of the transaction, the chief accounting officer owned 44,562 shares in the company, valued at $21,379,956.36. This trade represents a 3.32% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares in the company, 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. Insiders have sold a total of 90,024 shares of company stock valued at $40,424,241 over the last three months. Insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Asset Planning Inc bought a new stake in shares of CrowdStrike in the 3rd quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in CrowdStrike in the third quarter valued at approximately $25,000. Anchor Investment Management LLC bought a new stake in CrowdStrike in the third quarter valued at approximately $25,000. Logan Capital Management Inc. acquired a new stake in CrowdStrike during the 3rd quarter valued at approximately $26,000. Finally, Howard Hughes Medical Institute bought a new position in CrowdStrike during the 2nd quarter worth approximately $27,000. 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: CrowdStrike expanded and deepened its NVIDIA relationship to embed Falcon into NVIDIA’s AI toolkits and agent stack — aiming to secure autonomous AI agents and speed MDR investigations (claims of 5x faster investigations and 3x higher triage accuracy). This accelerates CrowdStrike’s positioning as the de‑facto runtime security layer for enterprise AI. CrowdStrike NVIDIA Alliance Embeds Falcon In AI Agent Security Stack
• Positive Sentiment: CrowdStrike unveiled a Secure‑by‑Design AI blueprint (with NVIDIA/OpenShell) and showcased agentic MDR capabilities — messaging that the Falcon platform will be integrated into AI runtime and infrastructure, which supports product-led upsell into high-value AI deployments. CrowdStrike Unveils Secure-by-Design AI Blueprint for AI Agents Built with NVIDIA
• Positive Sentiment: Strategic partnerships broaden market reach: CrowdStrike partnered with Nebius to deliver Falcon on Nebius AI Cloud and launched a “Securing AI with CrowdStrike” lab with World Wide Technology — moves that extend Falcon into AI‑native infrastructure and enterprise AI proof‑of‑concepts. These partnerships support GTM acceleration into AI cloud projects. CrowdStrike and Nebius Partner to Unify Security Across the Next Generation of AI Cloud Infrastructure
• Positive Sentiment: Product / revenue momentum: Analyst pieces point to Falcon Flex ARR topping $1.69B in Q4 FY26 and record net‑new ARR — evidence that platform usage and flexible pricing are driving the next phase of ARR growth. This underpins longer‑term monetization of AI security demand. Can Falcon Flex Drive CrowdStrike’s Next Phase of ARR Growth?
• Positive Sentiment: Investor sentiment / thematic support: Market commentary positions CrowdStrike (with Okta) as a core AI‑security platform for the emerging “machine workforce,” reinforcing the TAM expansion thesis and why investors may favor CRWD over generic software names. Okta and CrowdStrike Could Be the Backbone of AI Security
• Neutral Sentiment: Analyst/industry voices suggest CrowdStrike is a structural winner as AI raises cybersecurity needs; this is supportive but already partly priced into a premium valuation — monitor execution and cross‑sell metrics. Software Stocks Are Down—Expert Says These 3 Names Still Look Strong
• Negative Sentiment: Competitive risk — a MarketBeat piece on SentinelOne highlights that the rival surpassed $1B revenue, reached operating profitability, and displaced CrowdStrike at a large customer (Cloudflare). Strength and profitability at peers could pressure pricing/market share in some accounts. Track customer wins, churn, and margin trajectory. A Market Divided on SentinelOne’s Future

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.