CrowdStrike (NASDAQ:CRWD) Price Target Lowered to $525.00 at Citigroup

Key Points

• Citigroup cut its price target on CrowdStrike to $525 (from $610) while maintaining a "buy" rating, implying roughly a 29.9% upside from the recent close.
• CrowdStrike slightly beat Q4 expectations with $1.31B in revenue and $1.12 EPS, reported record ARR above $5B, and issued guidance that supports continued ARR expansion.
• Analysts are mixed: the consensus rating is a Moderate Buy with a ~$505.98 target, but valuation and AI-related concerns plus recent insider selling have driven several price-target cuts and increased caution.

CrowdStrike (NASDAQ:CRWD - Get Free Report) had its price objective decreased by Citigroup from $610.00 to $525.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm presently has a "buy" rating on the stock. Citigroup's target price would suggest a potential upside of 29.90% from the company's previous close.

CRWD has been the subject of a number of other research reports. Robert W. Baird cut their target price on shares of CrowdStrike from $550.00 to $450.00 and set a "neutral" rating for the company in a research note on Monday. HSBC boosted their price target on CrowdStrike from $417.00 to $446.00 and gave the stock a "hold" rating in a research report on Thursday, December 4th. Guggenheim restated a "neutral" rating on shares of CrowdStrike in a report on Monday, November 24th. Wells Fargo & Company began coverage on shares of CrowdStrike in a report on Tuesday. They set an "overweight" rating and a $450.00 target price for the company. Finally, Weiss Ratings reissued a "sell (d+)" rating on shares of CrowdStrike in a research note on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $505.98.

CrowdStrike Stock Down 0.9%

Shares of CRWD opened at $404.16 on Wednesday. The firm has a market cap of $101.89 billion, a P/E ratio of -546.15, a PEG ratio of 22.02 and a beta of 1.06. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The stock's 50 day moving average is $433.61 and its two-hundred day moving average is $468.86. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.10 by $0.02. The firm had revenue of $1.31 billion for the quarter, compared to analysts' expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The firm's revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.03 EPS. Analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In other news, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares of the company's stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the company's stock in a transaction that occurred on Thursday, January 15th. The shares were 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 $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 100,247 shares of company stock worth $45,722,274. Insiders own 3.32% of the company's stock.

Institutional Trading of CrowdStrike

Hedge funds and other institutional investors have recently modified their holdings of the business. Advyzon Investment Management LLC increased its holdings in CrowdStrike by 142.9% in the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company's stock valued at $461,000 after purchasing an additional 533 shares during the last quarter. Carnegie Investment Counsel raised its holdings in shares of CrowdStrike by 6.7% in the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company's stock valued at $11,083,000 after buying an additional 1,428 shares during the period. Silver Oak Securities Incorporated lifted its stake in CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company's stock worth $1,449,000 after acquiring an additional 2,357 shares in the last quarter. Traynor Capital Management Inc. lifted its stake in CrowdStrike by 10.9% during the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company's stock worth $26,047,000 after acquiring an additional 5,205 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC boosted its holdings in CrowdStrike by 7.3% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company's stock valued at $10,912,000 after acquiring an additional 1,512 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Record ARR, Q4 beats and strong guidance — CrowdStrike reported revenue of ~$1.31B, adjusted EPS that slightly beat consensus, ending ARR above $5B and record net new ARR; management issued FY27 guidance that supports continued ARR expansion. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: EU sovereign-cloud partnership expands addressable market — CrowdStrike will deliver Falcon on Schwarz Digits’ STACKIT cloud to meet EU data‑sovereignty requirements, easing adoption by regulated European customers. CrowdStrike Lands EU-Sovereign Cloud Deal
• Positive Sentiment: New AI-native products and partner ecosystem — CrowdStrike launched FalconID (passwordless, AI‑resistant auth) and announced partnerships (NVIDIA, VAST Data, Qualtrics) that position it across the AI data and infrastructure stack. These expand product monetization levers. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Geopolitical tailwind for cybersecurity demand — heightened conflict concerns have driven safe‑haven flows into defense/cyber names and reinforced urgency around enterprise security budgets. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Mixed analyst reactions — several firms raised ratings/targets (Wells Fargo upgrade, DA Davidson lift), while others trimmed price targets; overall sell‑side view remains constructive but more guarded on valuation. CrowdStrike NASDAQ: CRWD Coverage Initiated at Wells Fargo & Company
• Negative Sentiment: Valuation & AI-as-threat debate — investors and some analysts warn that agentic AI could compress software pricing/contract scopes over time, creating a headwind for premium SaaS multiples. That concern capped upside despite the beat. CrowdStrike Earnings: Another Blow To AI-As-A-Threat Narrative
• Negative Sentiment: Analyst price-target cuts and margin scrutiny — several banks trimmed targets and some models show pressure on near-term margins/earnings despite revenue strength, keeping volatility likely. CrowdStrike Posts Record Q4, Guidance Shows Growth In Emerging Products
• Negative Sentiment: Insider selling and mixed institutional flows flagged by data vendors — some data sources show sizable insider sales and portfolio rebalancing, which can add selling pressure or headline risk. QuiverQuant: CrowdStrike Releases Q4 2026 Earnings

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.

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