CrowdStrike (NASDAQ:CRWD) Trading Down 1% Following Analyst Downgrade

Shares of CrowdStrike (NASDAQ:CRWD) were down 1% during mid-day trading on Thursday after Rosenblatt Securities lowered their price target on the stock from $630.00 to $555.00. Rosenblatt Securities currently has a buy rating on the stock. CrowdStrike traded as low as $402.29 and last traded at $411.54. Approximately 3,486,535 shares changed hands during trading, an increase of 13% from the average daily volume of 3,086,275 shares. The stock had previously closed at $415.81.

Several other research firms have also recently commented on CRWD. Citigroup boosted their target price on CrowdStrike from $595.00 to $610.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. TD Cowen reiterated a “buy” rating on shares of CrowdStrike in a research report on Thursday, January 8th. Arete Research set a $706.00 target price on shares of CrowdStrike in a research report on Tuesday, October 28th. Stephens restated an “overweight” rating and set a $590.00 price objective on shares of CrowdStrike in a research report on Thursday, December 18th. Finally, Truist Financial raised their price target on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Tuesday, November 18th. Thirty-one analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $552.17.

Insider Buying and Selling

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president directly 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 legal filing with the SEC, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the firm’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 of the company’s stock, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 over the last three months. Insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

Institutional Trading of CrowdStrike

Several institutional investors have recently added to or reduced their stakes in CRWD. Asset Planning Inc bought a new stake in CrowdStrike in the 3rd quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC purchased a new stake in shares of CrowdStrike during the 3rd quarter valued at about $25,000. Hanson & Doremus Investment Management grew its stake in shares of 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 acquiring an additional 34 shares during the period. Finally, Basepoint Wealth LLC purchased a new position in shares of CrowdStrike during the fourth quarter valued at approximately $25,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

CrowdStrike Trading Up 4.4%

The company has a market cap of $108.31 billion, a P/E ratio of -340.98, a P/E/G ratio of 23.55 and a beta of 1.03. The stock’s 50-day moving average is $460.54 and its two-hundred day moving average is $473.27. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same period last year, the business posted $0.93 EPS. As a group, equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.