CrowdStrike (NASDAQ:CRWD – Free Report) had its price objective decreased by Capital One Financial from $600.00 to $590.00 in a research report sent to investors on Wednesday morning,MarketScreener reports. Capital One Financial currently has an overweight rating on the stock.
A number of other analysts have also weighed in on CRWD. Zacks Research lowered shares of CrowdStrike from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, December 24th. Evercore ISI raised their price target on shares of CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a research report on Wednesday, December 3rd. Barclays boosted their price objective on shares of CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a report on Friday, November 14th. Arete Research set a $706.00 target price on CrowdStrike in a research note on Tuesday, October 28th. Finally, Susquehanna lifted their target price on CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a report on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $555.21.
Read Our Latest Analysis on CRWD
CrowdStrike Stock Down 1.2%
CrowdStrike (NASDAQ:CRWD – Get Free Report) last released its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the previous year, the company posted $0.93 earnings per share. The company’s revenue for the quarter was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.
Insider Buying and Selling
In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of the firm’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the transaction, the director directly owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO George Kurtz sold 17,550 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the sale, the chief executive officer directly owned 2,090,532 shares of the company’s stock, valued at $1,006,340,294.16. The trade was a 0.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,048 shares of company stock valued at $35,767,887 in the last 90 days. Insiders own 3.32% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently modified their holdings of the business. Victory Financial Group LLC grew its position in shares of CrowdStrike by 34.8% during the 4th quarter. Victory Financial Group LLC now owns 2,044 shares of the company’s stock valued at $958,000 after acquiring an additional 528 shares during the period. Lodestone Wealth Management LLC lifted its position in CrowdStrike by 4.7% during the fourth quarter. Lodestone Wealth Management LLC now owns 920 shares of the company’s stock valued at $431,000 after purchasing an additional 41 shares in the last quarter. Frank Rimerman Advisors LLC lifted its position in CrowdStrike by 5.3% during the fourth quarter. Frank Rimerman Advisors LLC now owns 12,576 shares of the company’s stock valued at $5,895,000 after purchasing an additional 636 shares in the last quarter. Nilsine Partners LLC grew its holdings in CrowdStrike by 10.1% during the fourth quarter. Nilsine Partners LLC now owns 6,054 shares of the company’s stock valued at $2,838,000 after purchasing an additional 554 shares during the period. Finally, LeConte Wealth Management LLC increased its position in CrowdStrike by 10.5% in the fourth quarter. LeConte Wealth Management LLC now owns 1,521 shares of the company’s stock worth $713,000 after buying an additional 144 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.
Trending Headlines about CrowdStrike
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: CrowdStrike agreed to acquire SGNL for $740M to boost its Continuous Identity capabilities — the largest deal in the company’s recent M&A cadence — which strengthens Falcon’s identity/security footprint and addresses AI-era access risks. This is strategically meaningful for long?term growth. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
- Positive Sentiment: CrowdStrike also moved to acquire Seraphic to add browser security and detect AI-driven risks inside browser sessions — another targeted bolt?on to extend Falcon’s attack surface coverage. CRWD to Acquire Seraphic: Is Browser Security the Next Growth Engine?
- Positive Sentiment: Several sell?side supporters remain bullish: BTIG reiterated a Buy with a $640 target and other firms continue to highlight upside tied to identity and AI security demand — evidence that analyst conviction is broadly supportive despite the pullback. BTIG Research Reiterates “Buy” Rating for CrowdStrike (NASDAQ:CRWD)
- Neutral Sentiment: Capital One trimmed its price target modestly from $600 to $590 but kept an Overweight rating — a small technical tweak that still implies meaningful upside from current levels. Capital One Securities adjusts CrowdStrike price target to $590
- Neutral Sentiment: KeyCorp issued multi?quarter EPS forecasts and maintained a Sector Weight stance — their numbers are useful for modeling but don’t represent a directional shock. CrowdStrike analyst coverage / estimates
- Negative Sentiment: KeyBanc downgraded CrowdStrike to Sector Weight, citing concerns about security budget moderation and premium valuation — a prominent cautious note that likely pressured sentiment. KeyBanc downgrades CrowdStrike Holdings (CRWD)
- Negative Sentiment: Investors appear focused on near?term profit?taking and valuation — MarketBeat and other outlets note the stock’s pullback from November highs and that the recent M&A hasn’t yet moved the needle for sentiment, which can keep selling pressure in the short run. CrowdStrike valuation and pullback commentary
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.
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