CrowdStrike (NASDAQ:CRWD) Given New $400.00 Price Target at BNP Paribas Exane

CrowdStrike (NASDAQ:CRWD) had its price objective cut by BNP Paribas Exane from $450.00 to $400.00 in a report released on Wednesday, MarketBeat Ratings reports. They currently have a neutral rating on the stock.

CRWD has been the subject of a number of other reports. Robert W. Baird decreased their price target on CrowdStrike from $550.00 to $450.00 and set a “neutral” rating for the company in a research note on Monday. Jefferies Financial Group decreased their target price on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Capital One Financial lowered their target price on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a research note on Wednesday. Finally, The Goldman Sachs Group lowered their price objective on shares of CrowdStrike from $564.00 to $500.00 and set a “buy” rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $509.49.

CrowdStrike Stock Up 4.2%

CrowdStrike stock opened at $407.68 on Wednesday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a fifty day simple moving average of $433.61 and a 200 day simple moving average of $468.86. The company has a market cap of $102.78 billion, a P/E ratio of -550.91, a price-to-earnings-growth ratio of 22.02 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The company’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.03 EPS. Research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In other news, President Michael Sentonas sold 11,461 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the transaction, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 100,247 shares of company stock valued at $45,722,274. Company insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of CrowdStrike by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after acquiring an additional 340,047 shares in the last quarter. State Street Corp raised its holdings in shares of CrowdStrike by 2.2% in the 4th quarter. State Street Corp now owns 11,161,718 shares of the company’s stock worth $5,232,167,000 after acquiring an additional 239,428 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of CrowdStrike by 2.4% in the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock worth $2,777,227,000 after purchasing an additional 137,224 shares during the last quarter. Laurel Wealth Advisors LLC lifted its stake in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of CrowdStrike by 1.3% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock valued at $2,002,398,000 after purchasing an additional 53,813 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

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

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.