CrowdStrike (NASDAQ:CRWD) Stock Price Up 2.8% After Analyst Upgrade

CrowdStrike (NASDAQ:CRWD)’s stock price traded up 2.8% during mid-day trading on Monday after Wolfe Research upgraded the stock from a peer perform rating to an outperform rating. Wolfe Research now has a $450.00 price target on the stock. CrowdStrike traded as high as $390.49 and last traded at $380.06. 4,367,115 shares changed hands during mid-day trading, an increase of 10% from the average session volume of 3,969,193 shares. The stock had previously closed at $369.58.

Other equities research analysts also recently issued research reports about the stock. Loop Capital set a $550.00 price objective on shares of CrowdStrike in a report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft lowered their target price on shares of CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. Susquehanna boosted their price target on shares of CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a research report on Wednesday, December 3rd. Macquarie Infrastructure reaffirmed a “neutral” rating and issued a $485.00 price target on shares of CrowdStrike in a research note on Tuesday, January 27th. Finally, Barclays decreased their price objective on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $505.08.

Insider Transactions at CrowdStrike

In other news, CEO George Kurtz sold 31,915 shares of CrowdStrike stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.88, for a total value of $13,145,150.20. Following the transaction, the chief executive officer owned 2,162,415 shares of the company’s stock, valued at $890,655,490.20. The trade was a 1.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Anurag Saha sold 1,138 shares of the business’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total transaction of $467,786.28. Following the completion of the sale, the chief accounting officer owned 42,588 shares in the company, valued at $17,506,223.28. The trade was a 2.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 116,469 shares of company stock valued at $48,369,351 in the last quarter. 3.32% of the stock is owned by company insiders.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wolfe Research upgraded CRWD to “Outperform” and set a $450 price target, flagging a potential Anthropic/Mythos AI catalyst that could accelerate security spending—this upgrade is a primary short‑term catalyst behind the rally. Wolfe Upgrade / Yahoo
• Positive Sentiment: Morgan Stanley (and other analysts) continue to name CrowdStrike a top AI‑security trade, reaffirming buy-side conviction that AI adoption will expand attack surfaces and boost enterprise security budgets. 247wallst
• Positive Sentiment: CrowdStrike expanded its strategic partnership with HCLTech to deliver AI‑powered Continuous Threat Exposure Management services—this deepens go‑to‑market channels and supports international/managed services growth. HCLTech Partnership / Yahoo
• Positive Sentiment: Public endorsements: Jim Cramer reiterated that Anthropic is not an existential threat to CrowdStrike and praised CrowdStrike’s positioning—helpful for sentiment among retail/institutional momentum players. Cramer / Yahoo
• Neutral Sentiment: Fundamental bull case reiterated: commentary pieces and Seeking Alpha say CRWD’s high net retention (~115%) and platform strategy justify a Buy stance after the pullback—supports a longer‑term growth story but is less actionable near‑term. Seeking Alpha
• Neutral Sentiment: MarketWatch notes CRWD rose today but still lags broader market performance—highlights that while newsflow is supportive, the stock has been under pressure vs. peers. MarketWatch
• Negative Sentiment: Insider sales were reported (executive sales tied to RSU tax withholding), which can create short‑term headline noise and weigh on sentiment despite being routine. SEC Form 4 filings show recent dispositions. SEC Form 4

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Norges Bank purchased a new stake in shares of CrowdStrike in the fourth quarter valued at $1,699,545,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of CrowdStrike by 310.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after buying an additional 659,705 shares during the period. Assenagon Asset Management S.A. grew its holdings in shares of CrowdStrike by 232.5% during the fourth quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock valued at $334,772,000 after buying an additional 499,353 shares in the last quarter. Employees Provident Fund Board purchased a new position in shares of CrowdStrike during the fourth quarter valued at $216,342,000. Finally, Vanguard Group Inc. raised its position in CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock valued at $11,708,557,000 after buying an additional 445,926 shares during the period. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Up 2.7%

The firm has a 50-day moving average of $415.13 and a two-hundred day moving average of $468.33. The stock has a market capitalization of $99.01 billion, a price-to-earnings ratio of -527.57, a price-to-earnings-growth ratio of 16.67 and a beta of 1.06. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The business’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period last year, the company posted $1.03 EPS. As a group, sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

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.