CrowdStrike (NASDAQ:CRWD) Trading Up 1.5% – Should You Buy?

CrowdStrike (NASDAQ:CRWD) shot up 1.5% during mid-day trading on Thursday . The company traded as high as $400.80 and last traded at $399.12. 1,984,337 shares traded hands during trading, a decline of 49% from the average session volume of 3,906,016 shares. The stock had previously closed at $393.31.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Benchmark initiated coverage with a Buy and $500 price target, citing a clear path to materially higher ARR and a large TAM — a sizable bullish signal for institutional demand. Wall Street Says Buy CrowdStrike
• Positive Sentiment: Wolfe Research upgraded CRWD to Outperform (and other outlets reported analyst upgrades), lifting sentiment and triggering short?term buying. Wolfe Research Upgrades CrowdStrike
• Positive Sentiment: CrowdStrike and HCLTech expanded their partnership to offer AI?powered Continuous Threat Exposure Management (CTEM) — a commercial win that can deepen enterprise footprints and drive ARR. CRWD, HCLTech Launch CTEM Services
• Positive Sentiment: CrowdStrike expanded its GovCloud cybersecurity platform — a move that supports sales into government and regulated customers, typically higher?stickiness accounts. CRWD Expands GovCloud
• Positive Sentiment: Prominent bulls (Jim Cramer, Dan Ives and others) publicly defended CRWD and recommended buying the dip, amplifying retail and momentum flows into the name. Jim Cramer Defends CrowdStrike
• Neutral Sentiment: CrowdStrike’s next?gen SIEM traction appears strong (Next?Gen SIEM ARR cited north of $585M, +75% Y/Y), supporting cross?sell opportunities but still early in contribution to total ARR. Next?Gen SIEM Boost
• Negative Sentiment: AI headlines (Anthropic’s Claude Code/Mythos) sparked fears of AI substitution for some security tasks — that narrative pressured the stock and prompted analysts to trim lofty $600+ targets into the $400s. MarketBeat and others argue the selloff may be overdone, but the narrative remains a clear near?term risk. CrowdStrike Stock Drops on AI Fears
• Negative Sentiment: Analyst/market caution: CRWD is down materially from its highs (articles note ~21% decline over six months and ~3.5% since last earnings), reflecting concerns about slowing revenue growth vs. a premium valuation — these fundamentals keep pressure on multiple compression risk. Why Is CRWD Down 3.5%
• Neutral Sentiment: Insider and sector activity headlines (insider moves, broader cybersecurity sector swings) are being tracked by investors but have mixed short?term impact on CRWD’s direction. Insider Moves in Cybersecurity

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on CRWD shares. BNP Paribas Exane lowered their target price on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Wednesday, March 4th. Loop Capital set a $550.00 price target on CrowdStrike in a report on Thursday, December 11th. Berenberg Bank set a $600.00 price target on CrowdStrike and gave the stock a “buy” rating in a research report on Friday, January 9th. Cantor Fitzgerald restated an “overweight” rating and set a $520.00 price objective on shares of CrowdStrike in a research note on Wednesday, March 4th. Finally, BTIG Research dropped their price objective on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a research report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $504.98.

CrowdStrike Stock Performance

The business has a 50-day moving average price of $414.08 and a 200-day moving average price of $467.81. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The firm has a market capitalization of $101.22 billion, a price-to-earnings ratio of -539.34, a P/E/G ratio of 17.12 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the firm earned $1.03 EPS. The business’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, sell-side analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Johanna Flower sold 3,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Anurag Saha sold 1,138 shares of CrowdStrike stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total transaction of $467,786.28. Following the completion of the sale, the chief accounting officer owned 42,588 shares of the company’s stock, valued at $17,506,223.28. This trade represents a 2.60% 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 68,636 shares of company stock valued at $28,690,657. 3.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in CRWD. Carnegie Investment Counsel increased its holdings in CrowdStrike by 6.7% in the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after acquiring an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated raised its stake in CrowdStrike by 394.8% in the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after purchasing an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. lifted its holdings in CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock valued at $26,047,000 after purchasing an additional 5,205 shares in the last quarter. GPS Wealth Strategies Group LLC lifted its holdings in CrowdStrike by 7.3% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after purchasing an additional 1,512 shares in the last quarter. Finally, Perpetual Ltd boosted its stake in CrowdStrike by 205.9% during the 3rd quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock worth $762,000 after purchasing an additional 1,046 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.