CrowdStrike (NASDAQ:CRWD) Trading 4.5% Higher After Analyst Upgrade

CrowdStrike (NASDAQ:CRWD) rose 4.5% during mid-day trading on Thursday after Zacks Research upgraded the stock from a strong sell rating to a hold rating. The stock traded as high as $429.69 and last traded at $426.16. Approximately 5,906,268 shares traded hands during mid-day trading, an increase of 45% from the average daily volume of 4,063,195 shares. The stock had previously closed at $407.68.

Other analysts also recently issued reports about the stock. Deutsche Bank Aktiengesellschaft cut their price objective on shares of CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a research report on Wednesday. Berenberg Bank set a $600.00 price objective on CrowdStrike and gave the stock a “buy” rating in a research report on Friday, January 9th. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Sanford C. Bernstein lifted their target price on CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research note on Wednesday. Finally, BNP Paribas Exane decreased their price target on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating for the company in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $505.98.

Insider Activity at CrowdStrike

In other news, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction that occurred on Friday, December 5th. The shares were 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. The trade was a 41.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO George Kurtz sold 28,853 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction 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. This represents a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 100,247 shares of company stock worth $45,722,274. Company insiders own 3.32% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 beat, record ARR and constructive guidance reinforce recurring?revenue growth and margin progress — the core reasons investors are bidding the stock up. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Strategic partnership to deliver AI?native Falcon on STACKIT (Schwarz Digits) gives CrowdStrike a European sovereign?cloud route to market and should ease EU data?sovereignty objections for regulated customers. CrowdStrike and Schwarz Digits Partner to Deliver AI?Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Institutional buying: Baron Global Opportunity Fund increased its CRWD holding, signaling confidence from a large active manager and supporting demand for the shares. Baron Global Opportunity Fund Increased Its Holding in CrowdStrike Holdings (CRWD)
• Neutral Sentiment: CrowdStrike presented at the Morgan Stanley TMT conference — helpful for investor visibility but largely reiterative of the company’s AI/security narrative. CRWD Presents at Morgan Stanley TMT Conference 2026 Transcript
• Negative Sentiment: Multiple sell?side price?target cuts (Citigroup, Argus, UBS and others) trimmed upside despite maintaining many “buy”/“overweight” ratings — that compresses near?term upside and adds volatility. Citigroup Adjusts Price Target on CrowdStrike Argus Adjusts Price Target on CrowdStrike
• Negative Sentiment: Broader scepticism about AI’s impact on software pricing — analysts warn agentic AI could either increase demand (more threats) or enable buyers to push back on software spending, keeping valuation scrutiny high. CrowdStrike Beats, But AI Concerns Persist

Hedge Funds Weigh In On CrowdStrike

A number of institutional investors have recently bought and sold shares of the stock. Pure Financial Advisors LLC boosted its holdings in shares of CrowdStrike by 7.4% in the fourth quarter. Pure Financial Advisors LLC now owns 1,111 shares of the company’s stock worth $521,000 after buying an additional 77 shares during the period. SHP Wealth Management acquired a new position in CrowdStrike in the 4th quarter worth approximately $490,000. Stenger Family Office LLC boosted its stake 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 period. Employees Provident Fund Board purchased a new position in CrowdStrike during the 4th quarter worth approximately $216,342,000. Finally, Tulsa Wealth Advisors INC acquired a new stake in CrowdStrike during the 4th quarter valued at $317,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike Price Performance

The company has a market cap of $107.43 billion, a PE ratio of -575.88, a price-to-earnings-growth ratio of 22.02 and a beta of 1.06. The stock has a fifty day moving average price of $433.61 and a 200-day moving average price of $468.86. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81.

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

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.