Evercore Has Lowered Expectations for CrowdStrike (NASDAQ:CRWD) Stock Price

CrowdStrike (NASDAQ:CRWD) had its target price dropped by equities researchers at Evercore from $460.00 to $375.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the stock. Evercore’s target price would suggest a potential upside of 3.22% from the company’s current price.

Other analysts have also issued research reports about the stock. Stephens set a $465.00 price objective on shares of CrowdStrike in a research note on Wednesday. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the company a “buy” rating in a report on Friday, January 9th. Citizens Jmp restated a “market outperform” rating and set a $500.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. Stifel Nicolaus decreased their price objective on CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a report on Monday. Finally, Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Thirty analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus price target of $534.17.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $363.31 on Wednesday. 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 firm has a market cap of $91.59 billion, a P/E ratio of -288.34, a price-to-earnings-growth ratio of 19.70 and a beta of 1.03. The business’s 50 day moving average is $442.81 and its 200-day moving average is $470.33. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the business posted $0.93 EPS. The company’s revenue was up 21.8% compared to the same quarter last year. Equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the completion of the sale, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 100,247 shares of company stock valued at $45,722,274. Corporate insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Asset Planning Inc bought a new position in shares of CrowdStrike in the third quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike during the third quarter valued at $25,000. Anchor Investment Management LLC purchased a new position in shares of CrowdStrike in the third quarter valued at about $25,000. AlphaQuest LLC bought a new position in shares of CrowdStrike in the second quarter worth about $26,000. Finally, Logan Capital Management Inc. bought a new stake in CrowdStrike during the 3rd quarter valued at approximately $26,000. Institutional investors own 71.16% of the company’s stock.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnership with VAST Data to build a unified security model for the AI lifecycle — strengthens CrowdStrike’s position in AI-era enterprise security by combining data governance with Falcon telemetry. VAST Data and CrowdStrike Partner
• Positive Sentiment: Splashtop announced integration with the Falcon platform to simplify endpoint deployments and visibility in Windows environments — operational partnerships can help adoption and reduce friction for customers. Splashtop Integration
• Positive Sentiment: Brokerage consensus remains constructive — CRWD still carries a “Moderate Buy” consensus from analysts, supporting the view some investors see further upside after the pullback. Consensus Rating
• Neutral Sentiment: Several independent bullish writeups (Seeking Alpha, TipRanks) argue the AI-driven selloff is overdone, noting CrowdStrike’s Falcon data flywheel, network effects and high switching costs — these are opinion pieces that support a buying case but don’t change fundamentals immediately. Seeking Alpha Upgrade
• Neutral Sentiment: TipRanks coverage highlights CrowdStrike widening its moat even as “Claude” (Anthropic) raises investor anxiety — useful context for longer‑term holders but mixed for short‑term price action. TipRanks Moat Piece
• Negative Sentiment: Oppenheimer cut its price target (from $580 to $500) and flagged a more cautious near‑term outlook — a visible analyst PT cut that can pressure sentiment. Oppenheimer Forecast
• Negative Sentiment: TD Cowen lowered its target (to $480 from $580) while maintaining a buy rating — another PT reduction that feeds the near‑term selloff narrative. TD Cowen Forecast
• Negative Sentiment: Market reaction to Anthropic’s Claude Code Security (and other AI tools) sparked an indiscriminate selloff in cybersecurity names; CrowdStrike was reported trading down after an analyst action — AI‑tool announcements are the proximate cause of the drop in sentiment. Anthropic Selloff
• Negative Sentiment: Stifel trimmed its price target to $480 and at least one report notes CRWD traded down ~9.8% after an analyst downgrade — analyst actions and downward PT revisions are amplifying intraday losses. Stifel PT Cut / Trading Down

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.