CrowdStrike (NASDAQ:CRWD) Given New $520.00 Price Target at Argus

CrowdStrike (NASDAQ:CRWD) had its price objective lowered by equities research analysts at Argus from $600.00 to $520.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm presently has a “buy” rating on the stock. Argus’ price objective indicates a potential upside of 28.66% from the company’s current price.

CRWD has been the topic of several other reports. Robert W. Baird lowered their price objective on CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a research note on Monday. BNP Paribas Exane lowered their price target on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Wednesday. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. Barclays reduced their target price on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Finally, Daiwa Securities Group boosted their price target on shares of CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research report on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus price target of $505.98.

CrowdStrike Stock Down 0.9%

Shares of CRWD stock opened at $404.16 on Thursday. CrowdStrike has a one year low of $298.00 and a one 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 stock has a fifty day moving average price of $433.61 and a 200 day moving average price of $468.86. The stock has a market cap of $101.89 billion, a P/E ratio of -546.15, a price-to-earnings-growth ratio of 22.02 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last released 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 firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period last year, the firm earned $1.03 EPS. Analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the business’s 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 completion of the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. The trade was a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,247 shares of company stock worth $45,722,274 over the last quarter. Insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors and hedge funds have recently added to or reduced their stakes in CRWD. Vanguard Group Inc. raised its position in shares of CrowdStrike by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after purchasing an additional 340,047 shares during the period. State Street Corp boosted its position in shares of CrowdStrike by 2.2% in the fourth quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after acquiring an additional 239,428 shares during the period. Geode Capital Management LLC grew 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 valued at $2,777,227,000 after acquiring an additional 137,224 shares in the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of CrowdStrike by 54,635.9% in the second 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 increased its position in 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 worth $2,002,398,000 after acquiring an additional 53,813 shares during the period. 71.16% of the stock is owned by institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Record ARR, Q4 beats and strong guidance — CrowdStrike reported revenue of ~$1.31B, adjusted EPS that slightly beat consensus, ending ARR above $5B and record net new ARR; management issued FY27 guidance that supports continued ARR expansion. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: EU sovereign-cloud partnership expands addressable market — CrowdStrike will deliver Falcon on Schwarz Digits’ STACKIT cloud to meet EU data‑sovereignty requirements, easing adoption by regulated European customers. CrowdStrike Lands EU-Sovereign Cloud Deal
• Positive Sentiment: New AI-native products and partner ecosystem — CrowdStrike launched FalconID (passwordless, AI‑resistant auth) and announced partnerships (NVIDIA, VAST Data, Qualtrics) that position it across the AI data and infrastructure stack. These expand product monetization levers. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Geopolitical tailwind for cybersecurity demand — heightened conflict concerns have driven safe‑haven flows into defense/cyber names and reinforced urgency around enterprise security budgets. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Mixed analyst reactions — several firms raised ratings/targets (Wells Fargo upgrade, DA Davidson lift), while others trimmed price targets; overall sell‑side view remains constructive but more guarded on valuation. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Negative Sentiment: Valuation & AI-as-threat debate — investors and some analysts warn that agentic AI could compress software pricing/contract scopes over time, creating a headwind for premium SaaS multiples. That concern capped upside despite the beat. CrowdStrike Earnings: Another Blow To AI-As-A-Threat Narrative
• Negative Sentiment: Analyst price-target cuts and margin scrutiny — several banks trimmed targets and some models show pressure on near-term margins/earnings despite revenue strength, keeping volatility likely. CrowdStrike Posts Record Q4, Guidance Shows Growth In Emerging Products
• Negative Sentiment: Insider selling and mixed institutional flows flagged by data vendors — some data sources show sizable insider sales and portfolio rebalancing, which can add selling pressure or headline risk. QuiverQuant: CrowdStrike Releases Q4 2026 Earnings

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.