CrowdStrike (NASDAQ:CRWD) Shares Up 1.5% – Time to Buy?

CrowdStrike (NASDAQ:CRWD) shares were up 1.5% on Thursday . The stock traded as high as $482.04 and last traded at $477.26. Approximately 1,823,667 shares were traded during mid-day trading, a decline of 46% from the average daily volume of 3,376,261 shares. The stock had previously closed at $470.02.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: J.P. Morgan reaffirmed a Buy rating, citing CrowdStrike’s structural advantages, SIEM displacement opportunity, and continued platform momentum — a catalyst for investor confidence in growth and market share gains. Article Title
• Positive Sentiment: Citizens (reported via InsiderMonkey) maintained a “Market Outperform” stance and a $550 price target, defending CrowdStrike’s premium valuation on the strength of its endpoint leadership — supports upside expectations. Article Title
• Positive Sentiment: Stephens & Co. reiterated an Overweight recommendation and a $590 price target (reported across outlets), signaling significant upside from current levels and reinforcing institutional buy-side interest. Article Title
• Positive Sentiment: Coverage highlights CrowdStrike’s AI/security moat and recent Amazon integrations, which investors view as strengthening its platform differentiation and long-term recurring-revenue profile. Product/partner news like this can support a re-rating of the multiple. Article Title
• Neutral Sentiment: Zacks flagged CrowdStrike as a “trending” stock among its users — increased attention can boost volume and short-term volatility but isn’t a direct fundamental catalyst. Article Title
• Neutral Sentiment: Morgan Stanley reaffirmed a Hold rating — a reminder that some strategists view the valuation as already pricing in significant growth; this can temper a unanimous bullish narrative. Article Title
• Neutral Sentiment: Coverage of options activity and recent intraday outperformance suggests elevated trading interest and positioning by derivatives traders — can amplify moves but doesn’t change fundamentals. Article Title
• Neutral Sentiment: MarketWatch noted the stock’s recent outperformance versus the broader market — reflects the combined effect of analyst notes, product/partnership news, and retail interest rather than a single new fundamental event. Article Title

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. DZ Bank lowered CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price objective for the company. in a research note on Wednesday, September 24th. JMP Securities boosted their price target on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a report on Tuesday, September 23rd. Mizuho upped their price target on CrowdStrike from $475.00 to $540.00 and gave the stock a “hold” rating in a research report on Monday, November 17th. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Evercore ISI boosted their price objective on CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a research note on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and an average target price of $555.10.

CrowdStrike Price Performance

The firm has a 50 day moving average of $515.43 and a 200-day moving average of $482.28. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a market cap of $121.35 billion, a P/E ratio of -382.03, a P/E/G ratio of 114.79 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate 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 revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period in the prior year, the company 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. On average, equities research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 5,000 shares of CrowdStrike stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.20, for a total value of $2,751,000.00. Following the sale, the director directly owned 765,456 shares in the company, valued at approximately $421,153,891.20. The trade was a 0.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Burt W. Podbere sold 10,706 shares of the stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $495.67, for a total transaction of $5,306,643.02. Following the transaction, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at $109,257,564.08. This trade represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 120,595 shares of company stock valued at $61,294,989 in the last ninety days. Corporate insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Several institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of CrowdStrike by 30.2% in the 1st quarter. Wellington Management Group LLP now owns 12,092 shares of the company’s stock worth $4,263,000 after buying an additional 2,807 shares in the last quarter. Tradition Wealth Management LLC grew its stake in shares of CrowdStrike by 16.4% in the 1st quarter. Tradition Wealth Management LLC now owns 987 shares of the company’s stock worth $348,000 after buying an additional 139 shares in the last quarter. Capital Analysts LLC increased its holdings in shares of CrowdStrike by 3.9% in the 1st quarter. Capital Analysts LLC now owns 1,550 shares of the company’s stock worth $546,000 after buying an additional 58 shares during the last quarter. Finally, Dorsey & Whitney Trust CO LLC raised its position in shares of CrowdStrike by 8.0% during the 1st quarter. Dorsey & Whitney Trust CO LLC now owns 2,132 shares of the company’s stock valued at $752,000 after buying an additional 158 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.