CrowdStrike (NASDAQ:CRWD) Trading 4.9% Higher – Still a Buy?

Shares of CrowdStrike (NASDAQ:CRWD) rose 4.9% during trading on Friday . The company traded as high as $396.99 and last traded at $395.50. Approximately 4,918,144 shares were traded during trading, an increase of 59% from the average daily volume of 3,084,121 shares. The stock had previously closed at $377.16.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Acquisition: CrowdStrike agreed to buy SGNL for about $740M to strengthen identity and identity‑centric defenses against AI threats — expands product footprint and addresses a hot market vertical. CrowdStrike (CRWD) Acquires SGNL For $740M To Support Identity Security Against AI-Powered Threats
• Positive Sentiment: Commercial pipeline: CrowdStrike signed an MoU with Saudi Aramco to advance Saudi Arabia’s cybersecurity transformation — potential large‑scale reference and revenue opportunity in a major market. CrowdStrike Enters into MoU with Aramco to Advance Saudi Arabia’s Cybersecurity Transformation
• Positive Sentiment: Market positioning: Analyst commentary emphasizes CrowdStrike’s leading posture for AI‑era threats — a structural tailwind that supports long‑term growth expectations. CrowdStrike Remains In Prime Position Amid AI ‘Software Apocalypse:’ Analyst
• Neutral Sentiment: Sector dynamics: Tech/SaaS has been sharply weak (broad 30% SaaS decline cited), and marketwide dip‑buying programs are driving today’s bounce rather than company‑specific fundamental news. 3 SaaS Stocks Worth Buying Despite The Meltdown
• Negative Sentiment: Insider selling — CEO George Kurtz sold ~28,853 shares (~$11.9M) and CFO Burt Podbere sold 7,871 shares (~$3.27M) in early February; the size/timing of Form 4s is pressuring sentiment. SEC Form 4 — George Kurtz Sale
• Negative Sentiment: Valuation & growth concerns: Coverage highlights a ~22% 3‑month slide, slowing revenue growth and rising costs — investors are re‑pricing multiple and debating whether recent growth justifies current levels. CrowdStrike Plunges 22% in 3 Months: Time to Hold or Fold the Stock?
• Negative Sentiment: Short‑term technical pressure: multiple days of declines and headlines about consecutive losing sessions are amplifying volatility and making short‑term momentum unfavorable. CrowdStrike on track to log seventh straight session of losses

Wall Street Analyst Weigh In

A number of research firms recently commented on CRWD. Citizens Jmp reiterated a “market outperform” rating and set a $500.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Wedbush restated an “outperform” rating and set a $600.00 target price on shares of CrowdStrike in a report on Monday, December 1st. Argus lifted their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Oppenheimer increased their price objective on CrowdStrike from $560.00 to $580.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Finally, Berenberg Bank set a $600.00 target price on CrowdStrike and gave the stock a “buy” rating in a report on Friday, January 9th. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $555.21.

CrowdStrike Trading Up 4.9%

The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market cap of $99.70 billion, a price-to-earnings ratio of -313.89, a PEG ratio of 23.77 and a beta of 1.03. The company has a 50-day moving average price of $472.65 and a 200 day moving average price of $475.65.

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. The company had revenue of $1.23 billion for 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 quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.93 EPS. As a group, research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In other news, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction on 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 transaction, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,247 shares of company stock worth $45,722,274 over the last 90 days. 3.32% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Advisory Alpha LLC bought a new stake in CrowdStrike in the fourth quarter worth $415,000. Evoke Wealth LLC lifted its position in shares of CrowdStrike by 3.2% in the fourth quarter. Evoke Wealth LLC now owns 3,719 shares of the company’s stock worth $1,743,000 after buying an additional 115 shares during the last quarter. Mizuho Markets Cayman LP lifted its position in shares of CrowdStrike by 1,373.6% in the fourth quarter. Mizuho Markets Cayman LP now owns 7,412 shares of the company’s stock worth $3,474,000 after buying an additional 6,909 shares during the last quarter. Principle Wealth Partners LLC boosted its stake in shares of CrowdStrike by 27.0% during the 4th quarter. Principle Wealth Partners LLC now owns 1,415 shares of the company’s stock worth $663,000 after acquiring an additional 301 shares in the last quarter. Finally, Keudell Morrison Wealth Management acquired a new position in shares of CrowdStrike during the 4th quarter valued at about $810,000. 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.