CrowdStrike (NASDAQ:CRWD) Trading Up 3.5% on Analyst Upgrade

CrowdStrike (NASDAQ:CRWD) shares shot up 3.5% during mid-day trading on Monday after DA Davidson raised their price target on the stock from $425.00 to $455.00. DA Davidson currently has a buy rating on the stock. CrowdStrike traded as high as $387.15 and last traded at $384.86. 3,747,489 shares changed hands during trading, a decline of 2% from the average session volume of 3,839,430 shares. The stock had previously closed at $371.98.

A number of other research firms have also recently weighed in on CRWD. Mizuho cut their price target on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. Zacks Research cut CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. reduced their price target on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Citizens Jmp reissued a “market outperform” rating and issued a $500.00 price target on shares of CrowdStrike in a research note on Wednesday, December 3rd. Finally, Loop Capital set a $550.00 price target on CrowdStrike in a report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $509.49.

Insider Activity at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the transaction, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. The trade was a 1.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Burt W. Podbere sold 7,871 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. This trade represents a 4.43% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

Institutional Trading of CrowdStrike

A number of hedge funds have recently made changes to their positions in the stock. Pure Financial Advisors LLC boosted its stake in shares of CrowdStrike by 7.4% during the 4th quarter. Pure Financial Advisors LLC now owns 1,111 shares of the company’s stock valued at $521,000 after buying an additional 77 shares during the period. SHP Wealth Management purchased a new position in CrowdStrike in the fourth quarter valued at about $490,000. Stenger Family Office LLC increased its position in CrowdStrike by 314.6% in the 4th quarter. Stenger Family Office LLC now owns 8,993 shares of the company’s stock worth $4,216,000 after purchasing an additional 6,824 shares during the last quarter. Employees Provident Fund Board purchased a new stake in shares of CrowdStrike during the 4th quarter worth about $216,342,000. Finally, Tulsa Wealth Advisors INC purchased a new stake in shares of CrowdStrike during the 4th quarter worth about $317,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Trading Up 4.2%

The company has a 50 day moving average of $434.98 and a 200 day moving average of $469.29. The firm has a market cap of $102.78 billion, a P/E ratio of -323.56, 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 (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.03 EPS. Analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.