CrowdStrike’s (CRWD) “Buy” Rating Reiterated at BTIG Research

BTIG Research reaffirmed their buy rating on shares of CrowdStrike (NASDAQ:CRWD) in a report issued on Tuesday,Benzinga reports. They currently have a $640.00 price target on the stock.

CRWD has been the topic of a number of other research reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Morgan Stanley increased their price target on CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research note on Thursday, December 18th. Truist Financial lifted their price target on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Tuesday, November 18th. Needham & Company LLC upped their price objective on CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Berenberg Bank set a $600.00 price target on shares of CrowdStrike and gave the company a “buy” rating in a report on Friday, January 9th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $555.21.

CrowdStrike Price Performance

Shares of CRWD opened at $455.00 on Tuesday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The stock’s fifty day moving average is $496.45 and its 200-day moving average is $480.70. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The firm has a market capitalization of $114.71 billion, a price-to-earnings ratio of -361.11, a price-to-earnings-growth ratio of 110.81 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike’s 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. Equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction dated 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 completion of the sale, the president directly owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Sameer K. Gandhi sold 1,879 shares of CrowdStrike stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $527.51, for a total transaction of $991,191.29. Following the completion of the transaction, the director directly owned 763,027 shares in the company, valued at approximately $402,504,372.77. This trade represents a 0.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 71,048 shares of company stock worth $35,767,887. 3.32% of the stock is owned by company insiders.

Institutional Trading of CrowdStrike

Large investors have recently added to or reduced their stakes in the company. Asset Planning Inc acquired a new position in CrowdStrike during the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike in the 3rd quarter valued at about $25,000. AlphaQuest LLC acquired a new position in shares of CrowdStrike in the 2nd quarter valued at about $26,000. Finally, Miller Global Investments LLC purchased a new stake in shares of CrowdStrike in the fourth quarter worth approximately $26,000. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to buy SGNL for $740M to beef up continuous identity capabilities — a strategic, large-scale deal that strengthens Falcon’s identity/security posture for AI-driven environments and supports the company’s platform story. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is expanding into browser security via the Seraphic acquisition, extending Falcon to address AI-driven risks inside browser sessions — another bolt‑on that broadens addressable market and cross‑sell potential. CRWD to Acquire Seraphic: Is Browser Security the Next Growth Engine?
• Positive Sentiment: Legal overhang reduced: a federal judge dismissed the shareholder lawsuit over the 2024 outage — removes a regulatory/legal risk and should be viewed as a positive for shareholder clarity. CrowdStrike defeats shareholder lawsuit over huge software outage
• Positive Sentiment: Analyst support remains strong: BTIG reiterated a Buy with a $640 target and other firms have recently reaffirmed bullish views, helping underpin upside expectations despite the pullback. BTIG Research Reiterates “Buy” Rating for CrowdStrike (NASDAQ:CRWD)
• Neutral Sentiment: Capital One trimmed its price target slightly to $590 from $600 but kept an Overweight rating — a modest downgrade in target but still positive on balance. Capital One Securities adjusts CrowdStrike price target to $590 from $600; maintains Overweight
• Neutral Sentiment: KeyCorp published a series of quarterly/annual EPS forecasts and left a Sector Weight rating — useful for modeling but not an immediate catalyst.
• Negative Sentiment: Shares have pulled back from November highs and remain under pressure on valuation concerns; some short‑term selling persists even after positive strategic moves, suggesting market is still digesting pace/price of M&A. Here’s Why CrowdStrike Holdings (CRWD) Fell More Than Broader Market
• Negative Sentiment: Market reaction has been uneven — headlines note shares dipped even after the lawsuit dismissal and amid CEO comments cautioning about unpredictable AI agents, highlighting investor sensitivity to execution risk and valuation. CrowdStrike’s CEO Calls AI a ‘Drunken Intern’ amid Acquisition Spree

CrowdStrike Company Profile

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.