CrowdStrike’s (CRWD) Buy Rating Reaffirmed at BTIG Research

CrowdStrike (NASDAQ:CRWD)‘s stock had its “buy” rating reaffirmed by stock analysts at BTIG Research in a research note issued to investors on Tuesday,Benzinga reports. They currently have a $640.00 target price on the stock. BTIG Research’s price objective suggests a potential upside of 37.17% from the stock’s previous close.

Other equities analysts also recently issued reports about the stock. UBS Group boosted their target price on shares of CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Morgan Stanley boosted their price objective on shares of CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 18th. DZ Bank lowered CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price objective on the stock. in a research report on Wednesday, September 24th. Truist Financial lifted their target price on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Finally, Argus boosted their target price on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and an average price target of $555.42.

CrowdStrike Price Performance

CRWD stock traded down $0.43 during midday trading on Tuesday, reaching $466.57. 1,818,147 shares of the company’s stock traded hands, compared to its average volume of 2,599,706. The company has a 50-day simple moving average of $500.78 and a two-hundred day simple moving average of $481.24. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a market cap of $117.62 billion, a price-to-earnings ratio of -370.33, a PEG ratio of 113.19 and a beta of 1.03. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the previous year, the firm earned $0.93 earnings per share. The business’s revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Activity

In other news, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares in the company, valued at $86,571,169.62. This represents a 5.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CEO George Kurtz sold 17,550 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the transaction, the chief executive officer owned 2,090,532 shares in the company, valued at $1,006,340,294.16. This represents a 0.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 73,395 shares of company stock valued at $36,920,217. Corporate insiders own 3.32% of the company’s stock.

Institutional Investors Weigh In On CrowdStrike

Institutional investors have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Empowered Funds LLC lifted its position in CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after purchasing an additional 169 shares during the period. Goldstone Financial Group LLC lifted its position in CrowdStrike by 24.0% during the second quarter. Goldstone Financial Group LLC now owns 1,267 shares of the company’s stock worth $651,000 after purchasing an additional 245 shares during the period. Webster Bank N. A. grew its stake in CrowdStrike by 51.7% during the second quarter. Webster Bank N. A. now owns 827 shares of the company’s stock worth $421,000 after buying an additional 282 shares in the last quarter. Finally, Little House Capital LLC increased its holdings in CrowdStrike by 28.4% in the 2nd quarter. Little House Capital LLC now owns 5,156 shares of the company’s stock valued at $2,626,000 after buying an additional 1,141 shares during the period. Institutional investors own 71.16% of the company’s stock.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire SGNL to add real‑time, risk‑based identity and access controls to the Falcon platform — a clear move to build identity security as a new growth pillar. CRWD to Acquire SGNL: Is Identity Security the Next Growth Pillar?
• Positive Sentiment: Sell‑side analysts and some hedge‑fund coverage have applauded the SGNL deal and reiterated Buy ratings, supporting the view that the acquisition strengthens CrowdStrike’s long‑term TAM in identity security. Analysts Applaud CrowdStrike Holdings’ (CRWD) SGNL Deal, Reiterate Buy Ratings
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity — could accelerate customer acquisition and broaden Falcon usage in a large addressable market. CrowdStrike and Nord Security Announce Strategic Partnership to Redefine SMB Cybersecurity
• Positive Sentiment: Broker upgrades and coverage notes (including a recent Berenberg upgrade) provide near‑term sentiment support from the analyst community. CrowdStrike (NASDAQ:CRWD) Upgraded at Berenberg Bank
• Neutral Sentiment: A Seeking Alpha analysis says growth is reaccelerating but flags valuation as a constraint — important for investors focused on multiples and near‑term returns. CrowdStrike: Growth Reaccelerating, But Valuation Still A Constraint
• Neutral Sentiment: Zacks and other outlets note elevated investor interest and discussion of analyst recommendations — signals of attention but not a direct catalyst. Brokers Suggest Investing in CrowdStrike (CRWD): Read This Before Placing a Bet
• Neutral Sentiment: Citations on CrowdStrike as a “high‑growth” stock in group lists attract momentum flows but offer limited fundamental insight. These are high growth stocks | UPST, SOFI, CRWD, DDOG, NET, SNOW, GLBE, SE
• Negative Sentiment: KeyBanc said it is no longer bullish on CrowdStrike, warning of potential lower cybersecurity budgets in 2026 and a lack of AI tailwinds — a short‑term demand risk that could pressure sentiment and multiples. CrowdStrike Analyst No Longer Bullish, Citing Lower Security Budgets And Absence Of AI Tailwinds

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.