Truist Financial Issues Pessimistic Forecast for CrowdStrike (NASDAQ:CRWD) Stock Price

Posted by ABMN Staff on Feb 19th, 2026

CrowdStrike (NASDAQ:CRWD – Get Free Report) had its price target cut by investment analysts at Truist Financial from $600.00 to $550.00 in a report released on Tuesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Truist Financial’s price target points to a potential upside of 32.29% from the stock’s previous close.

Other equities research analysts have also issued reports about the company. Mizuho cut their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research report on Tuesday. BMO Capital Markets boosted their price objective on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. KeyCorp reissued a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Finally, Stifel Nicolaus boosted their price target on shares of CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a report on Monday, November 17th. Thirty research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $550.09.

Get Our Latest Analysis on CrowdStrike

CrowdStrike Stock Up 0.4%

NASDAQ CRWD opened at $415.76 on Tuesday. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a market capitalization of $104.81 billion, a P/E ratio of -329.97, a PEG ratio of 23.71 and a beta of 1.03. The company’s 50 day simple moving average is $454.68 and its 200 day simple moving average is $472.59. 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 – Get Free Report) last issued its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share 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 analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period last year, the firm posted $0.93 earnings per share. Equities research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity at CrowdStrike

In other news, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction 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 transaction, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, President Michael Sentonas sold 11,461 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On CrowdStrike

Several large investors have recently made changes to their positions in the company. Disciplined Equity Management Inc. grew its position in CrowdStrike by 0.8% in the third 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 lifted its stake in shares of CrowdStrike by 6.4% in the 3rd 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 during the last quarter. Financially Speaking Inc lifted its stake in shares of CrowdStrike by 26.7% in the 3rd 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 boosted 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 increased its position in CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after buying an additional 21 shares during the last quarter. 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: Expanded go‑to‑market with Microsoft — CrowdStrike’s Falcon platform is now purchasable on Microsoft Marketplace using Azure Consumption Commitment, which should simplify procurement for customers and can accelerate net new sales and deployments. Microsoft and CrowdStrike Announce the Falcon Platform Now Available on Microsoft Marketplace
Positive Sentiment: Consumer channel expansion via NordVPN — NordVPN will use CrowdStrike Threat Intelligence in its Threat Protection Pro, extending CrowdStrike’s reach into consumer security and creating a new distribution/brand tailwind. NordVPN Partners With CrowdStrike (CRWD) to Boost Consumer Threat Protection
Positive Sentiment: Industry recognition — CrowdStrike was named Frost & Sullivan’s Company of the Year for Modern Cloud Security, a credibility boost that supports enterprise sales momentum. CrowdStrike Named Frost & Sullivan’s Company of the Year for Modern Cloud Security
Positive Sentiment: High‑profile endorsement — Jim Cramer publicly argued CrowdStrike shouldn’t fear AI competitors like Anthropic, which may calm investor fears about AI competition. Jim Cramer Believes Crowdstrike (CRWD) Shouldn’t Be Afraid of Anthropic
Neutral Sentiment: Valuation and earnings watch — Analysts and MarketBeat flag a “prove‑it” earnings report on March 3: strong ARR/usage trends help but valuation remains elevated, so results must show continued platform consolidation to sustain momentum. CRWD Stock: Buy the Dip or Beware the Valuation?
Negative Sentiment: Analyst downgrades and target cuts are pressuring the stock — several firms trimmed price targets (Truist cut to $550 but kept a Buy; Mizuho trimmed its target and stance), prompting near‑term selling and heightened sensitivity to the upcoming quarter. CrowdStrike Stock Is Falling: What’s Going On Today?
Negative Sentiment: Competitive/momentum concerns — comparative analysis (e.g., Zacks) highlights peers like Allot outpacing CrowdStrike on SECaaS growth and a lower valuation, underscoring fears of slowing revenue momentum and intensifying competition. CrowdStrike vs. Allot: Which Cybersecurity Stock Has an Edge Right Now?

About CrowdStrike

(Get Free Report)

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.