CrowdStrike (NASDAQ:CRWD) Cut to “Hold” at Zacks Research

Zacks Research cut shares of CrowdStrike (NASDAQ:CRWD) from a strong-buy rating to a hold rating in a report released on Wednesday,Zacks.com reports.

A number of other research analysts also recently issued reports on CRWD. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. Royal Bank Of Canada restated an “outperform” rating and set a $621.00 price objective on shares of CrowdStrike in a research report on Wednesday, December 3rd. The Goldman Sachs Group increased their price target on CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Stifel Nicolaus upped their price objective on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research note on Monday, November 17th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $590.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $555.10.

CrowdStrike Price Performance

Shares of CRWD opened at $481.19 on Wednesday. The stock has a market cap of $121.31 billion, a PE ratio of -381.90, a price-to-earnings-growth ratio of 114.76 and a beta of 1.09. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The firm’s 50-day simple moving average is $514.28 and its two-hundred day simple moving average is $482.64.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the company earned $0.93 earnings per share. The company’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. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, President Michael Sentonas sold 20,000 shares of the firm’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total transaction of $10,000,000.00. Following the transaction, the president directly owned 379,116 shares in the company, valued at $189,558,000. This trade represents a 5.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the transaction, the chief financial officer directly owned 179,114 shares in the company, valued at $86,571,169.62. The trade was a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 117,559 shares of company stock worth $59,246,587 over the last ninety days. 3.32% of the stock is owned by insiders.

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently added to or reduced their stakes in CRWD. Disciplined Equity Management Inc. raised its holdings in CrowdStrike by 0.8% in the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after purchasing an additional 20 shares during the period. TD Private Client Wealth LLC raised its stake in shares of CrowdStrike by 6.4% during the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after buying an additional 20 shares during the period. Financially Speaking Inc lifted its position in shares of CrowdStrike by 26.7% during the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock valued at $47,000 after buying an additional 20 shares in the last quarter. Catalyst Financial Partners LLC grew its stake in CrowdStrike by 1.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after acquiring an additional 20 shares during the period. Finally, Fire Capital Management LLC increased its holdings in CrowdStrike by 1.7% in the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after acquiring an additional 21 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wedbush reiterated a bullish view, highlighting CrowdStrike’s AI integration across its platform and positioning CRWD as a leader in AI-driven cybersecurity, which supports revenue growth and margin improvement expectations. CrowdStrike Stock in Focus — Wedbush Calls It ‘AI Cybersecurity Leader’ Ahead of 2026
• Positive Sentiment: Additional media coverage echoes Wedbush’s bullish stance, reinforcing investor attention on AI-driven product differentiation and subscription revenue expansion. CrowdStrike sees bullish views at Wedbush heading into 2026
• Positive Sentiment: Sector-level research (Zacks) lists CrowdStrike among four cybersecurity names with strong demand and durable moats for 2026, which supports multiple expansion narratives for leading vendors in the space. 4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
• Positive Sentiment: Retail coverage that includes CRWD on lists of stocks poised for strong growth helps retail interest and momentum chasing. Top 10 stocks poised for explosive growth
• Neutral Sentiment: Market quote pages and snapshots (Economic Times) reflect routine price tracking and do not add new fundamental information. CrowdStrike Holdings (CRWD) share price
• Neutral Sentiment: Reported short-interest data shows a nonsensical “0 shares / NaN” change and a 0.0 days-to-cover figure — likely a data/reporting error and not a reliable signal of bearish positioning. (Watch for corrected filings.)
• Negative Sentiment: The CFO sold roughly $5.08M of CRWD stock, which can be perceived negatively by investors as opportunistic insider selling even if it’s routine RSU diversification. CrowdStrike (NASDAQ:CRWD) CFO Sells $5,082,698.28 in Stock
• Negative Sentiment: The company’s President also sold about $5.5M of stock, adding to near-term supply pressure and investor concern about insider timing. Monitor SEC Form 4 details for context (planned sale vs. opportunistic). CrowdStrike (NASDAQ:CRWD) President Sells $5,498,758.58 in Stock

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.