BTIG Research Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $499.00

CrowdStrike (NASDAQ:CRWD) had its target price dropped by analysts at BTIG Research from $640.00 to $499.00 in a report issued on Monday,Benzinga reports. The firm presently has a “buy” rating on the stock. BTIG Research’s target price would suggest a potential upside of 27.48% from the stock’s current price.

CRWD has been the topic of several other reports. Cantor Fitzgerald dropped their price objective on CrowdStrike from $590.00 to $520.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 24th. Wedbush reiterated an “outperform” rating and issued a $600.00 target price on shares of CrowdStrike in a report on Monday, December 1st. Argus raised their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Capital One Financial reduced their price objective on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Finally, Needham & Company LLC increased their price objective on shares of CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Thirty-one analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $520.43.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $391.42 on Monday. The stock has a market cap of $98.68 billion, a price-to-earnings ratio of -310.65, a PEG ratio of 21.65 and a beta of 1.06. 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’s 50-day simple moving average is $434.98 and its 200 day simple moving average is $469.29.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period in the prior year, the business posted $1.03 earnings per share. The company’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer directly owned 2,054,902 shares in the company, valued at $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on 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 in the company, valued at $164,399,015.90. This represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 in the last three months. Insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CRWD. Laurel Wealth Advisors LLC increased its stake in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Norges Bank bought a new position in CrowdStrike in the 4th quarter worth approximately $1,699,545,000. Vestor Capital LLC grew its stake in CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after buying an additional 976,822 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in CrowdStrike by 310.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock valued at $408,989,000 after buying an additional 659,705 shares in the last quarter. Finally, Vanguard Group Inc. raised its holdings in CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after acquiring an additional 596,007 shares during the period. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s CEO said demand for the Falcon platform is “elevated” in the AI era and management gave an upbeat earnings outlook, signaling confidence in subscription growth and enterprise spending on cybersecurity. Read More.
• Positive Sentiment: Q4/FY26 results showed continued top-line strength: revenue roughly $1.31B (+~23% YoY) and management highlighted record milestones (ending ARR ~$5.25B and ~$1.01B net new ARR). The company reported adjusted EPS that topped consensus by a small margin. Those metrics reinforce subscription durability and ARR expansion. Read More.
• Positive Sentiment: Multiple sell‑side shops updated coverage ahead of results (including upgrades/overweight calls and new coverage from Wells Fargo and Piper Sandler), which supports constructive analyst sentiment and helped intraday buying. Read More.
• Neutral Sentiment: Options-implied volatility signaled a large expected post‑earnings move (~8% swing), so price action may continue to be choppy even with a beat. Traders should expect elevated volatility around the release. Read More.
• Neutral Sentiment: Some coverage and data aggregators emphasize different accounting views (adjusted vs. GAAP): while non‑GAAP metrics looked solid, at least one third‑party summary highlighted weaker GAAP operating results and a year‑over‑year EPS decline on a GAAP basis — important for interpreting headline beats. Read More.
• Negative Sentiment: Ongoing market concerns about AI‑driven disruption to cybersecurity incumbents have pressured CRWD shares in recent weeks; investors remain sensitive to any guidance that slows or fails to reaccelerate growth. Geopolitical risk and broader tech weakness also weighed on sentiment into the print. Read More.
• Negative Sentiment: Quiver/third‑party data flagged heavy insider selling and notable institutional trimming in recent quarters — a potential governance/positioning signal that can add selling pressure if macro or guidance disappoints. Read More.

About CrowdStrike

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.