CrowdStrike (NASDAQ:CRWD) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of CrowdStrike (NASDAQ:CRWD) have earned a consensus rating of “Moderate Buy” from the fifty research firms that are currently covering the stock, Marketbeat reports. Three equities research analysts have rated the stock with a sell rating, sixteen have issued a hold rating and thirty-one have assigned a buy rating to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $555.2083.

CRWD has been the topic of a number of recent research reports. Macquarie Infrastructure restated a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a report on Tuesday, January 27th. BMO Capital Markets raised their target price on CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Mizuho set a $540.00 price target on CrowdStrike in a research note on Thursday, January 8th. TD Cowen reissued a “buy” rating on shares of CrowdStrike in a report on Thursday, January 8th. Finally, Citigroup boosted their target price on CrowdStrike from $595.00 to $610.00 and gave the stock a “buy” rating in a report on Monday, January 12th.

CrowdStrike News Summary

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

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $395.50 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The business’s 50-day moving average price is $470.37 and its two-hundred day moving average price is $475.08. The company has a market capitalization of $99.71 billion, a P/E ratio of -313.89, a price-to-earnings-growth ratio of 22.63 and a beta of 1.03.

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

Insiders Place Their Bets

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. The trade was a 1.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 100,247 shares of company stock valued at $45,722,274 in the last three months. Company insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

Several hedge funds have recently added to or reduced their stakes in the business. Americana Partners LLC grew its holdings in CrowdStrike by 13.5% in the 4th quarter. Americana Partners LLC now owns 8,412 shares of the company’s stock valued at $3,943,000 after buying an additional 999 shares during the last quarter. Advisory Alpha LLC bought a new stake in shares of CrowdStrike in the fourth quarter valued at approximately $415,000. Evoke Wealth LLC grew its stake 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 acquiring an additional 115 shares during the last quarter. Mizuho Markets Cayman LP grew its stake 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 acquiring an additional 6,909 shares during the last quarter. Finally, Principle Wealth Partners LLC increased its position in CrowdStrike by 27.0% during the fourth quarter. Principle Wealth Partners LLC now owns 1,415 shares of the company’s stock worth $663,000 after acquiring an additional 301 shares during the period. Institutional investors own 71.16% of the company’s stock.

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.