CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company

Stock analysts at Wells Fargo & Company started coverage on shares of CrowdStrike (NASDAQ:CRWD) in a research note issued to investors on Tuesday, MarketBeat.com reports. The brokerage set an “overweight” rating and a $450.00 price target on the stock. Wells Fargo & Company‘s target price would indicate a potential upside of 10.38% from the company’s current price.

A number of other equities analysts also recently weighed in on CRWD. Robert W. Baird cut their price target on shares of CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a research note on Monday. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Stifel Nicolaus reduced their target price on CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Piper Sandler upgraded CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price target for the company in a research note on Monday. Finally, Mizuho cut their price objective on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $509.49.

CrowdStrike Stock Up 4.2%

Shares of NASDAQ:CRWD opened at $407.68 on Tuesday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market cap of $102.78 billion, a price-to-earnings ratio of -550.91, a PEG ratio of 22.02 and a beta of 1.06. The stock’s 50-day moving average price is $433.61 and its two-hundred day moving average price is $468.86. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the company posted $1.03 EPS. The company’s quarterly revenue was up 23.8% compared to the same quarter last year. On average, research analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. The trade was a 1.38% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by company insiders.

Institutional Trading of CrowdStrike

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Asset Planning Inc purchased a new stake in CrowdStrike during the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike during the 3rd quarter valued at approximately $25,000. Anchor Investment Management LLC acquired a new stake in shares of CrowdStrike during the third quarter worth approximately $25,000. AlphaQuest LLC bought a new stake in shares of CrowdStrike in the second quarter worth $26,000. Finally, Logan Capital Management Inc. bought a new stake in shares of CrowdStrike in the third quarter worth $26,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.