Stephens Reaffirms Overweight Rating for CrowdStrike (NASDAQ:CRWD)

CrowdStrike (NASDAQ:CRWD)‘s stock had its “overweight” rating reissued by stock analysts at Stephens in a report issued on Thursday,Benzinga reports. They presently have a $590.00 price target on the stock. Stephens’ target price suggests a potential upside of 22.57% from the company’s previous close.

CRWD has been the topic of several other research reports. Wells Fargo & Company increased their target price on CrowdStrike from $550.00 to $600.00 and gave the company an “overweight” rating in a research note on Wednesday, October 1st. Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. TD Cowen boosted their price objective on shares of CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a report on Friday, October 3rd. Roth Capital reiterated a “buy” rating and issued a $510.00 target price (up from $410.00) on shares of CrowdStrike in a report on Thursday, September 18th. Finally, Needham & Company LLC lifted their price target on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $555.10.

CrowdStrike Trading Up 0.9%

Shares of NASDAQ CRWD opened at $481.36 on Thursday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The firm has a market capitalization of $121.35 billion, a P/E ratio of -382.03, a P/E/G ratio of 114.79 and a beta of 1.09. 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 company’s 50 day simple moving average is $515.43 and its 200 day simple moving average is $482.28.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.93 EPS. 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, analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In related news, CFO Burt W. Podbere sold 1,957 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.41, for a total value of $1,077,152.37. Following the sale, the chief financial officer directly owned 218,467 shares of the company’s stock, valued at approximately $120,246,421.47. The trade was a 0.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Sameer K. Gandhi sold 1,879 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $527.51, for a total transaction of $991,191.29. Following the completion of the transaction, the director directly owned 763,027 shares of the company’s stock, valued at approximately $402,504,372.77. The trade was a 0.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 120,595 shares of company stock valued at $61,294,989 over the last quarter. 3.32% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of CrowdStrike by 1.9% in the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after purchasing an additional 445,926 shares in the last quarter. State Street Corp increased its stake in CrowdStrike by 1.1% in the 3rd quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after buying an additional 117,639 shares during the last quarter. Geode Capital Management LLC increased its stake in CrowdStrike by 5.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after buying an additional 273,922 shares during the last quarter. Laurel Wealth Advisors LLC lifted its position 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 worth $2,186,714,000 after buying an additional 4,285,640 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of CrowdStrike during the 2nd quarter worth about $1,638,365,000. Institutional investors own 71.16% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: J.P. Morgan reaffirmed a Buy rating, citing CrowdStrike’s structural advantages, SIEM displacement opportunity, and continued platform momentum — a catalyst for investor confidence in growth and market share gains. Article Title
• Positive Sentiment: Citizens (reported via InsiderMonkey) maintained a “Market Outperform” stance and a $550 price target, defending CrowdStrike’s premium valuation on the strength of its endpoint leadership — supports upside expectations. Article Title
• Positive Sentiment: Stephens & Co. reiterated an Overweight recommendation and a $590 price target (reported across outlets), signaling significant upside from current levels and reinforcing institutional buy-side interest. Article Title
• Positive Sentiment: Coverage highlights CrowdStrike’s AI/security moat and recent Amazon integrations, which investors view as strengthening its platform differentiation and long-term recurring-revenue profile. Product/partner news like this can support a re-rating of the multiple. Article Title
• Neutral Sentiment: Zacks flagged CrowdStrike as a “trending” stock among its users — increased attention can boost volume and short-term volatility but isn’t a direct fundamental catalyst. Article Title
• Neutral Sentiment: Morgan Stanley reaffirmed a Hold rating — a reminder that some strategists view the valuation as already pricing in significant growth; this can temper a unanimous bullish narrative. Article Title
• Neutral Sentiment: Coverage of options activity and recent intraday outperformance suggests elevated trading interest and positioning by derivatives traders — can amplify moves but doesn’t change fundamentals. Article Title
• Neutral Sentiment: MarketWatch noted the stock’s recent outperformance versus the broader market — reflects the combined effect of analyst notes, product/partnership news, and retail interest rather than a single new fundamental event. Article Title

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.