Wolfe Research Upgrades CrowdStrike (NASDAQ:CRWD) to “Outperform”

CrowdStrike (NASDAQ:CRWD) was upgraded by analysts at Wolfe Research from a “peer perform” rating to an “outperform” rating in a report issued on Monday, Marketbeat.com reports. The firm presently has a $450.00 target price on the stock. Wolfe Research’s price target would suggest a potential upside of 15.26% from the stock’s current price.

A number of other equities research analysts also recently weighed in on the company. DA Davidson lifted their target price on CrowdStrike from $425.00 to $455.00 and gave the stock a “buy” rating in a report on Wednesday, March 4th. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of CrowdStrike from $475.00 to $440.00 and set a “hold” rating for the company in a research report on Wednesday, March 4th. Jefferies Financial Group lowered their price objective on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Finally, Zacks Research upgraded shares of CrowdStrike from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average target price of $505.08.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $390.41 on Monday. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The business has a 50-day moving average price of $415.13 and a two-hundred day moving average price of $468.33. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a market cap of $99.01 billion, a P/E ratio of -527.57, a PEG ratio of 16.67 and a beta of 1.06.

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

Insider Activity

In other news, CAO Anurag Saha sold 1,138 shares of the company’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 transaction, the chief accounting officer directly owned 42,588 shares of the company’s stock, valued at $17,506,223.28. This represents a 2.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 116,469 shares of company stock valued at $48,369,351. Corporate insiders own 3.32% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Asset Planning Inc bought a new position in CrowdStrike in the 3rd quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC bought a new stake in CrowdStrike during the 3rd quarter worth approximately $25,000. Logan Capital Management Inc. bought a new stake in CrowdStrike during the 3rd quarter worth approximately $26,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of CrowdStrike in the second quarter worth approximately $27,000. 71.16% of the stock is owned by institutional investors.

Key Stories Impacting CrowdStrike

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

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.