Capital One Financial Cuts CrowdStrike (NASDAQ:CRWD) Price Target to $590.00

CrowdStrike (NASDAQ:CRWD) had its price target decreased by Capital One Financial from $600.00 to $590.00 in a research report report published on Wednesday,MarketScreener reports. Capital One Financial currently has an overweight rating on the stock.

Other research analysts have also recently issued research reports about the stock. JPMorgan Chase & Co. upped their target price on shares of CrowdStrike from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. Stephens reiterated an “overweight” rating and set a $590.00 price target on shares of CrowdStrike in a report on Thursday, December 18th. HSBC raised their target price on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Finally, Arete Research set a $706.00 price target on shares of CrowdStrike in a research report on Tuesday, October 28th. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $555.21.

CrowdStrike Trading Down 0.2%

Shares of CrowdStrike stock opened at $453.88 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The firm has a 50-day simple moving average of $494.73 and a two-hundred day simple moving average of $480.31. The company has a market cap of $114.42 billion, a P/E ratio of -360.22, a price-to-earnings-growth ratio of 110.46 and a beta of 1.03.

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. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter in the previous year, the company earned $0.93 earnings per share. The company’s quarterly revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 17,550 shares of the business’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 in the company, valued at approximately $1,006,340,294.16. The trade was a 0.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated 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 transaction, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 74,048 shares of company stock worth $37,153,707 in the last quarter. 3.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Disciplined Equity Management Inc. raised its position in shares of CrowdStrike by 0.8% in the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after acquiring an additional 20 shares in the last quarter. TD Private Client Wealth LLC boosted its position in CrowdStrike by 6.4% during the third quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after purchasing an additional 20 shares in the last quarter. Financially Speaking Inc grew its stake in CrowdStrike by 26.7% in the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock valued at $47,000 after purchasing an additional 20 shares during the last quarter. Catalyst Financial Partners LLC raised its holdings in CrowdStrike by 1.6% in the third quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after purchasing an additional 20 shares in the last quarter. Finally, Fire Capital Management LLC raised its holdings in CrowdStrike by 1.7% in the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CRWD announced a $740M deal to buy SGNL (Continuous Identity), which extends Falcon into real‑time, risk‑based access control — a strategic fit for securing AI agents and non‑human identities and strengthens the platform narrative. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is also acquiring Seraphic to add browser‑session protection (AI‑driven risks in browsers), broadening Falcon’s coverage and supporting growth avenues beyond endpoints. CRWD to Acquire Seraphic
• Positive Sentiment: Analyst sentiment is increasingly constructive: MarketBeat highlights that a major bear has turned bullish and technical momentum looks to be stabilizing — this supports a potential upside if momentum continues. CrowdStrike: A Major Bear Throws in the Towel—Upside Ahead
• Positive Sentiment: BTIG reiterated its Buy and a $640 target recently, and Capital One trimmed its target only slightly (from $600 to $590) while keeping an Overweight rating — both moves keep meaningful upside visible to investors. Capital One / MarketScreener TickerReport BTIG Reiterates Buy
• Neutral Sentiment: CEO commentary: management warns AI agents can be unpredictable while continuing M&A to bolt on capabilities — underscores both opportunity and execution risk but is not a direct near‑term earnings driver. AOL: CEO says AI agents are unpredictable Yahoo Finance: CEO on M&A
• Neutral Sentiment: KeyCorp published updated quarterly and full‑year EPS estimates (various quarters) and maintains a Sector Weight — useful for modeling but not a directional catalyst by itself. MarketBeat CRWD page
• Negative Sentiment: Despite strategic M&A, investors are focused on valuation: MarketBeat notes the SGNL deal hasn’t changed sentiment much and the stock has been testing support levels; separate coverage flagged that CRWD recently fell more than the broader market — near‑term pressure remains. SGNL acquisition analysis Zacks: Here’s Why CRWD Fell

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.