Morgan Stanley Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $487.00

CrowdStrike (NASDAQ:CRWD) had its price objective trimmed by Morgan Stanley from $537.00 to $487.00 in a research report report published on Wednesday morning,Benzinga reports. The firm currently has an equal weight rating on the stock.

Other equities research analysts have also recently issued reports about the company. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Truist Financial reduced their target price on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. Piper Sandler upgraded shares of CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price target on the stock in a report on Monday. Mizuho cut their price objective on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. Finally, TD Cowen reduced their price objective on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Stock Performance

CRWD stock opened at $428.99 on Wednesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.81. The business has a 50-day moving average price of $431.56 and a 200 day moving average price of $468.58. The company has a market capitalization of $108.15 billion, a P/E ratio of -579.71, a PEG ratio of 20.82 and a beta of 1.06. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.03 EPS. As a group, equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity

In related news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This represents a 3.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. This trade represents a 4.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 91,947 shares of company stock valued at $41,438,616. 3.32% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of CRWD. Disciplined Equity Management Inc. increased its holdings in CrowdStrike by 0.8% in the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after buying an additional 20 shares during the period. TD Private Client Wealth LLC boosted its holdings in shares of CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after acquiring an additional 20 shares during the last quarter. Financially Speaking Inc increased its stake in shares of CrowdStrike by 26.7% in the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after acquiring an additional 20 shares during the period. Catalyst Financial Partners LLC increased its stake in shares of CrowdStrike by 1.6% in the third quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after acquiring an additional 20 shares during the period. Finally, Fire Capital Management LLC raised its holdings in shares of CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares during the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

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.