CrowdStrike (NASDAQ:CRWD) Earns “Overweight” Rating from Cantor Fitzgerald

CrowdStrike (NASDAQ:CRWD)‘s stock had its “overweight” rating restated by equities researchers at Cantor Fitzgerald in a research report issued on Wednesday,Benzinga reports. They currently have a $520.00 price target on the stock. Cantor Fitzgerald’s price objective would suggest a potential upside of 32.85% from the company’s previous close.

Several other research firms have also recently commented on CRWD. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. Daiwa Securities Group increased their target price on shares of CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a report on Tuesday, December 9th. Zacks Research downgraded shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd. Finally, Oppenheimer lowered their price target on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $513.94.

CrowdStrike Stock Up 1.7%

Shares of CrowdStrike stock opened at $391.42 on Wednesday. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The company has a market capitalization of $98.68 billion, a P/E ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06. The business has a 50-day moving average of $434.98 and a two-hundred day moving average of $469.29.

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

Insider Activity

In other news, CFO Burt W. Podbere sold 10,516 shares of the firm’s 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 $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by insiders.

Hedge Funds Weigh In On CrowdStrike

Several large investors have recently modified their holdings of CRWD. Brighton Jones LLC increased its position in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after acquiring an additional 2,417 shares during the period. Empowered Funds LLC grew its position in shares of CrowdStrike by 3.6% during the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after purchasing an additional 169 shares in the last quarter. AlphaQuest LLC bought a new position in shares of CrowdStrike during the second quarter worth approximately $26,000. Assetmark Inc. raised its position in shares of CrowdStrike by 622.7% in the second quarter. Assetmark Inc. now owns 4,560 shares of the company’s stock valued at $2,322,000 after buying an additional 3,929 shares in the last quarter. Finally, South Dakota Investment Council boosted its stake in shares of CrowdStrike by 71.4% in the second quarter. South Dakota Investment Council now owns 1,200 shares of the company’s stock valued at $611,000 after buying an additional 500 shares during the period. 71.16% of the stock is owned by institutional investors.

Key CrowdStrike News

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

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.