Needham & Company LLC Has Lowered Expectations for CrowdStrike (NASDAQ:CRWD) Stock Price

CrowdStrike (NASDAQ:CRWD) had its target price cut by research analysts at Needham & Company LLC from $575.00 to $475.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s target price would suggest a potential upside of 21.35% from the stock’s previous close.

Several other brokerages also recently weighed in on CRWD. Truist Financial dropped their price objective on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Macquarie Infrastructure restated a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a report on Tuesday, January 27th. Cantor Fitzgerald restated an “overweight” rating and issued a $520.00 price target on shares of CrowdStrike in a research report on Wednesday. Argus boosted their price target on CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Finally, Wedbush restated an “outperform” rating and issued a $600.00 target price on shares of CrowdStrike in a research note on Monday, December 1st. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $513.94.

CrowdStrike Stock Up 1.7%

Shares of CRWD stock opened at $391.42 on Wednesday. The firm’s 50-day moving average is $434.98 and its 200-day moving average is $469.29. The stock has a market cap of $98.68 billion, a price-to-earnings ratio of -310.65, a PEG ratio of 21.65 and a beta of 1.06. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period in the prior year, the firm earned $1.03 EPS. The business’s revenue was up 23.8% on a year-over-year basis. Sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling

In related news, Director Johanna Flower sold 3,000 shares of the 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 transaction, 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, President Michael Sentonas sold 11,461 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president directly owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 over the last ninety days. Corporate insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Large investors have recently added to or reduced their stakes in the stock. Asset Planning Inc bought a new stake in CrowdStrike during the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC purchased a new stake in CrowdStrike during the 3rd quarter valued at $25,000. Hanson & Doremus Investment Management lifted its stake in CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after purchasing an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC purchased a new stake in shares of CrowdStrike during the fourth quarter valued at $25,000. Institutional investors own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

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.