CrowdStrike’s (CRWD) “Overweight” Rating Reiterated at Stephens

Stephens reaffirmed their overweight rating on shares of CrowdStrike (NASDAQ:CRWD) in a research note published on Thursday morning,Benzinga reports. The brokerage currently has a $590.00 target price on the stock.

CRWD has been the topic of several other reports. Stifel Nicolaus lifted their target price on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Monday, November 17th. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a report on Thursday, December 11th. UBS Group boosted their price objective on CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. New Street Research set a $460.00 target price on shares of CrowdStrike in a report on Thursday, August 28th. Finally, Piper Sandler upped their price target on shares of CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a report on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $555.10.

CrowdStrike Trading Up 0.9%

Shares of NASDAQ CRWD opened at $481.36 on Thursday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a 50-day moving average of $515.43 and a two-hundred day moving average of $482.24. The company has a market cap of $121.35 billion, a PE ratio of -382.03, a P/E/G ratio of 115.76 and a beta of 1.09. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The business 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 for the quarter was up 21.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, President Michael Sentonas sold 20,000 shares of the stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $500.00, for a total transaction of $10,000,000.00. Following the completion of the transaction, the president directly owned 379,116 shares in the company, valued at $189,558,000. This represents a 5.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Sameer K. Gandhi sold 5,000 shares of CrowdStrike stock in a transaction dated 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 completion of the sale, the director directly owned 765,456 shares in the company, valued at approximately $421,153,891.20. This represents a 0.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 120,595 shares of company stock valued at $61,294,989 in the last quarter. Company 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. Laurel Wealth Advisors LLC boosted its holdings in shares of CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after buying an additional 4,285,640 shares during the last quarter. Norges Bank bought a new stake in CrowdStrike during the second quarter worth $1,638,365,000. Vestor Capital LLC raised its position in CrowdStrike by 269,840.3% during the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after acquiring an additional 976,822 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in CrowdStrike by 52.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock valued at $977,149,000 after acquiring an additional 955,529 shares during the last quarter. Finally, Vanguard Group Inc. grew its position in shares of CrowdStrike by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after acquiring an additional 596,007 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

Key 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

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.