CrowdStrike (NASDAQ:CRWD) Stock Price Up 1.8% – What’s Next?

CrowdStrike (NASDAQ:CRWD) rose 1.8% on Thursday . The company traded as high as $395.50 and last traded at $392.62. Approximately 2,444,316 shares were traded during trading, a decline of 38% from the average daily volume of 3,940,740 shares. The stock had previously closed at $385.86.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike launched the Charlotte AI AgentWorks ecosystem and new agentic offerings (Agentic MDR, Falcon Data Security) at RSA, positioning Falcon as an “AI security OS” that can drive higher‑margin services and customer expansions. Charlotte AI AgentWorks
• Positive Sentiment: Expanded strategic integrations with IBM (Charlotte AI + IBM ATOM) and an Intel partnership to optimize Falcon for AI PCs should broaden enterprise reach and OEM/channel pull. These moves increase the odds of faster enterprise adoption. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: Broad ecosystem validation (AWS, NVIDIA, OpenAI, Anthropic, Accenture, Deloitte, etc.) around the product launches strengthens GTM distribution and the company’s data‑driven moat. Autonomous Security and the New AI Arms Race
• Neutral Sentiment: CrowdStrike’s startup accelerator named Jazz the winner (with AWS/NVIDIA support) — good PR and ecosystem signal but unlikely to move fundamentals near‑term. CrowdStrike and AWS Announce Jazz as the Winner
• Negative Sentiment: Material insider selling was disclosed (CEO George Kurtz, CFO, President and others sold shares on March 23). Large executive sales frequently amplify investor caution and can weigh on short‑term sentiment. SEC Form 4 (Kurtz sale)
• Negative Sentiment: Analyst trims, premium valuation and technicals (below key short‑term moving averages) leave CRWD exposed in any rotation out of high‑multiple software names; investors are debating whether AI tooling compresses pricing or boosts consolidation. CrowdStrike Stock Outlook

Wall Street Analyst Weigh In

CRWD has been the topic of a number of analyst reports. BMO Capital Markets reduced their target price on shares of CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday, March 4th. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. BTIG Research reduced their target price on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a research report on Monday, March 2nd. DZ Bank raised shares of CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 target price on the stock in a research report on Wednesday, March 11th. Finally, Evercore lowered their target price on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $506.26.

CrowdStrike Stock Up 1.8%

The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a market cap of $99.57 billion, a price-to-earnings ratio of -530.56, a PEG ratio of 17.24 and a beta of 1.06. The business’s fifty day moving average is $420.59 and its two-hundred day moving average is $469.35.

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

Insider Buying and Selling

In other news, Director Johanna Flower sold 3,000 shares of the firm’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 sale, the director directly owned 76,082 shares in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Burt W. Podbere sold 15,918 shares of CrowdStrike stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $410.45, for a total value of $6,533,543.10. Following the sale, the chief financial officer directly owned 195,523 shares of the company’s stock, valued at $80,252,415.35. This trade represents a 7.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 116,469 shares of company stock worth $48,369,351. Corporate insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Institutional investors and hedge funds have recently bought and sold shares of the stock. Norges Bank acquired a new position in CrowdStrike during the fourth quarter worth approximately $1,699,545,000. Northwestern Mutual Wealth Management Co. boosted its stake in CrowdStrike by 310.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after purchasing an additional 659,705 shares during the period. Assenagon Asset Management S.A. grew its position in CrowdStrike by 232.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after purchasing an additional 499,353 shares during the last quarter. Employees Provident Fund Board acquired a new position in CrowdStrike in the fourth quarter valued at $216,342,000. Finally, Vanguard Group Inc. increased its stake in CrowdStrike by 1.9% in the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock valued at $11,708,557,000 after purchasing an additional 445,926 shares during the period. 71.16% of the stock is owned by hedge funds and other institutional investors.

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.