Evercore Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $375.00

CrowdStrike (NASDAQ:CRWD) had its target price reduced by equities research analysts at Evercore from $460.00 to $375.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The firm presently has an “equal weight” rating on the stock. Evercore’s price target suggests a potential upside of 3.22% from the stock’s current price.

A number of other equities analysts also recently commented on CRWD. JPMorgan Chase & Co. reduced their price objective on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research note on Wednesday. Citizens Jmp restated a “market outperform” rating and set a $500.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $353.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. UBS Group boosted their target price on shares of CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Finally, Argus raised their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $534.17.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $363.31 on Wednesday. The company has a market capitalization of $91.59 billion, a PE ratio of -288.34, a price-to-earnings-growth ratio of 19.70 and a beta of 1.03. 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 has a 52 week low of $298.00 and a 52 week high of $566.90. The stock’s fifty day moving average is $442.81 and its two-hundred day moving average is $470.33.

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

Insider Transactions at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction of $1,385,820.00. Following the completion of the sale, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 100,247 shares of company stock valued at $45,722,274 over the last three months. 3.32% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On CrowdStrike

Hedge funds and other institutional investors have recently bought and sold shares of the business. Advyzon Investment Management LLC boosted its position in shares of CrowdStrike by 142.9% in the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after acquiring an additional 533 shares during the last quarter. Carnegie Investment Counsel lifted its holdings in shares of CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after acquiring an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated raised its holdings in shares of CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after buying an additional 2,357 shares during the period. Traynor Capital Management Inc. lifted its position 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 in the last quarter. Finally, GPS Wealth Strategies Group LLC grew its position 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 acquiring an additional 1,512 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnership with VAST Data to build a unified security model for the AI lifecycle — strengthens CrowdStrike’s position in AI-era enterprise security by combining data governance with Falcon telemetry. VAST Data and CrowdStrike Partner
• Positive Sentiment: Splashtop announced integration with the Falcon platform to simplify endpoint deployments and visibility in Windows environments — operational partnerships can help adoption and reduce friction for customers. Splashtop Integration
• Positive Sentiment: Brokerage consensus remains constructive — CRWD still carries a “Moderate Buy” consensus from analysts, supporting the view some investors see further upside after the pullback. Consensus Rating
• Neutral Sentiment: Several independent bullish writeups (Seeking Alpha, TipRanks) argue the AI-driven selloff is overdone, noting CrowdStrike’s Falcon data flywheel, network effects and high switching costs — these are opinion pieces that support a buying case but don’t change fundamentals immediately. Seeking Alpha Upgrade
• Neutral Sentiment: TipRanks coverage highlights CrowdStrike widening its moat even as “Claude” (Anthropic) raises investor anxiety — useful context for longer‑term holders but mixed for short‑term price action. TipRanks Moat Piece
• Negative Sentiment: Oppenheimer cut its price target (from $580 to $500) and flagged a more cautious near‑term outlook — a visible analyst PT cut that can pressure sentiment. Oppenheimer Forecast
• Negative Sentiment: TD Cowen lowered its target (to $480 from $580) while maintaining a buy rating — another PT reduction that feeds the near‑term selloff narrative. TD Cowen Forecast
• Negative Sentiment: Market reaction to Anthropic’s Claude Code Security (and other AI tools) sparked an indiscriminate selloff in cybersecurity names; CrowdStrike was reported trading down after an analyst action — AI‑tool announcements are the proximate cause of the drop in sentiment. Anthropic Selloff
• Negative Sentiment: Stifel trimmed its price target to $480 and at least one report notes CRWD traded down ~9.8% after an analyst downgrade — analyst actions and downward PT revisions are amplifying intraday losses. Stifel PT Cut / Trading Down

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.