CrowdStrike (NASDAQ:CRWD) Stock Price Up 4.4% – Still a Buy?

CrowdStrike (NASDAQ:CRWD)’s share price was up 4.4% during trading on Friday . The company traded as high as $432.85 and last traded at $429.64. Approximately 3,437,081 shares traded hands during mid-day trading, an increase of 11% from the average daily volume of 3,098,608 shares. The stock had previously closed at $411.54.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike is expanding beyond enterprise into consumer and national cybersecurity deals, signaling TAM expansion and more diversified recurring-revenue opportunities. CrowdStrike Expands From Enterprise To Consumer And National Cybersecurity Deals
• Positive Sentiment: NordVPN selected CrowdStrike to power Threat Protection for millions of consumers — a material reseller/partner relationship that accelerates consumer revenue and brand reach. NordVPN Selects CrowdStrike
• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights for User Authentication—strong product validation that supports retention and enterprise upsell. Gartner Customers’ Choice
• Positive Sentiment: Benzinga highlights an analyst turning bullish on CrowdStrike among top upgrades, adding to positive coverage and buy-side interest. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: High-profile media endorsement (Jim Cramer) and equities write-ups naming CrowdStrike as an attractive long-term growth name are supporting retail/institutional sentiment. Jim Cramer: I love CrowdStrike
• Neutral Sentiment: Options flow shows significant speculative/“smart money” activity in CRWD options — could amplify moves but is ambiguous on direction until positions are revealed. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Short-interest reports in the feed show anomalous zero/NaN values — the data appears unreliable and shouldn’t be treated as evidence of meaningful short-pressure. (Market data note)
• Negative Sentiment: Rosenblatt lowered its price target from $630 to $555 while keeping a buy rating — a downgrade to upside expectations that can cap near-term upside despite the maintained positive view. Rosenblatt Lowers Price Target
• Negative Sentiment: Analysts and outlets note CrowdStrike is exposed to the broader software sell-off; sector rotation could pressure the stock even as company-specific signals remain constructive. CrowdStrike Caught in Software Sell-Off

Analysts Set New Price Targets

CRWD has been the topic of a number of recent research reports. Susquehanna raised their price target on shares of CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a research report on Wednesday, December 3rd. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Citigroup lifted their target price on CrowdStrike from $595.00 to $610.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Morgan Stanley increased their price target on CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 18th. Finally, BNP Paribas Exane raised their price target on CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a report on Wednesday, December 3rd. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $552.17.

CrowdStrike Trading Up 4.4%

The firm has a market capitalization of $108.31 billion, a P/E ratio of -340.98, a PEG ratio of 23.80 and a beta of 1.03. The business’s 50 day moving average is $462.19 and its two-hundred day moving average is $473.57. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike’s quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter last year, the company earned $0.93 EPS. Analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In related news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 2,054,902 shares in the company, valued at $848,695,075.02. The trade was a 1.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Burt W. Podbere sold 10,516 shares of the 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 owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This trade represents a 5.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 100,247 shares of company stock valued at $45,722,274. Corporate insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Hedge funds and other institutional investors have recently modified their holdings of the stock. Advyzon Investment Management LLC lifted its stake in CrowdStrike by 142.9% in the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after purchasing an additional 533 shares during the last quarter. Carnegie Investment Counsel increased its stake in shares of CrowdStrike by 6.7% in the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after buying an additional 1,428 shares during the period. Silver Oak Securities Incorporated raised its holdings in CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after purchasing an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. grew its holdings in CrowdStrike by 10.9% during the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after acquiring an additional 5,205 shares during the period. Finally, GPS Wealth Strategies Group LLC lifted its stake in CrowdStrike by 7.3% in the third quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after buying an additional 1,512 shares during the period. Institutional investors and hedge funds 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.