CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Benchmark

Equities researchers at Benchmark assumed coverage on shares of CrowdStrike (NASDAQ:CRWD) in a research note issued to investors on Wednesday,MarketScreener reports. The brokerage set a “buy” rating and a $500.00 price target on the stock. Benchmark’s price target points to a potential upside of 25.28% from the stock’s previous close.

CRWD has been the subject of several other reports. Canaccord Genuity Group cut their price objective on CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a report on Wednesday, March 4th. Argus lowered their target price on shares of CrowdStrike from $600.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Citigroup dropped their target price on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company in a research report on Wednesday, March 4th. Loop Capital set a $550.00 price target on shares of CrowdStrike in a report on Thursday, December 11th. Finally, Susquehanna boosted their price target on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and a consensus target price of $504.98.

CrowdStrike Trading Up 1.5%

CRWD stock opened at $399.12 on Wednesday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. 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’s 50 day moving average is $412.99 and its 200-day moving average is $467.33. The firm has a market cap of $101.22 billion, a P/E ratio of -539.34, a P/E/G ratio of 17.25 and a beta of 1.07.

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

Insider Buying and Selling at CrowdStrike

In related news, CFO Burt W. Podbere sold 7,871 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the transaction, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. This represents a 4.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 68,636 shares of company stock worth $28,690,657 over the last quarter. Corporate insiders own 3.32% of the company’s stock.

Institutional Trading of CrowdStrike

A number of hedge funds and other institutional investors have recently modified their holdings of CRWD. Asset Planning Inc acquired a new stake in shares of CrowdStrike in the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike in the third quarter valued at about $25,000. Anchor Investment Management LLC acquired a new stake in CrowdStrike in the third quarter worth about $25,000. Hanson & Doremus Investment Management increased its position in CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after purchasing an additional 34 shares during the period. Finally, Basepoint Wealth LLC bought a new stake in CrowdStrike during the 4th quarter worth about $25,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Benchmark initiated coverage with a Buy rating and a $500 price target, citing a clear path to much larger ARR and calling CrowdStrike a top cybersecurity pick — a catalyst for demand from institutional buyers. Benchmark Initiates Coverage
• Positive Sentiment: CrowdStrike and HCLTech expanded their partnership with new Continuous Threat Exposure Management (CTEM) services, broadening go-to-market reach and product-led enterprise adoption opportunities. CRWD, HCLTech Launch CTEM
• Positive Sentiment: CrowdStrike expanded its GovCloud cybersecurity platform, strengthening addressable market exposure to government and regulated customers — a stickier revenue channel. GovCloud Expansion
• Neutral Sentiment: Q4 results slightly beat estimates (small EPS/revenue beats) and ARR trends remain solid, but the post-earnings selloff and some trimmed price targets have left sentiment mixed. Read the earnings context and analyst commentary. Why CRWD Is Down Since Earnings
• Neutral Sentiment: Next‑gen SIEM adoption is accelerating (significant Y/Y ARR growth), which supports longer‑term revenue mix improvements but may take quarters to materially re-rate valuation. Next-Gen SIEM Growth
• Negative Sentiment: Market fears that Anthropic’s Claude Code / Mythos AI could displace parts of the cybersecurity stack have pressured the stock; that narrative is driving near‑term volatility despite CrowdStrike arguing its platform handles runtime, adaptive threats that standalone AI scans cannot. AI Fears and Selloff

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.