CrowdStrike (NASDAQ:CRWD) Stock Price Down 8.1% – Time to Sell?

09 Apr 2026, 19:53 by Tristan Rich · The Markets Daily

CrowdStrike (NASDAQ:CRWD – Get Free Report) traded down 8.1% during trading on Thursday . The stock traded as low as $393.04 and last traded at $392.0840. 3,470,940 shares changed hands during trading, a decline of 11% from the average session volume of 3,884,889 shares. The stock had previously closed at $426.51.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

Positive Sentiment: Anthropic’s Project Glasswing names CrowdStrike as a partner, positioning CRWD as a go-to vendor for securing advanced AI deployments — a validation that spurred recent buying interest. Anthropic’s Project Glasswing partners with CrowdStrike
Positive Sentiment: J.P. Morgan and other analysts frame AI developments as a tailwind for top cybersecurity vendors, keeping bullish ratings on CRWD and supporting upside expectations. JPMorgan sees further upside in CrowdStrike
Positive Sentiment: Zacks highlights accelerating identity-security ARR and product traction at CrowdStrike, signaling a meaningful growth vector beyond endpoint protection that could lift long-term revenue growth. Identity security as growth driver
Positive Sentiment: CrowdStrike’s board approved a share repurchase program, a direct shareholder-friendly move that can support the stock over time. Board approves share repurchase
Neutral Sentiment: CEO George Kurtz warned that AI will accelerate attacks and shrink patch windows — a dual message that increases urgency (potential demand driver) but also highlights mounting operational risk for customers. CEO warns AI will trigger explosion of cyber attacks
Neutral Sentiment: Macro/inflation strategy pieces note rotation between high-growth tech and infrastructure; this sector rotation can mute momentum for high-multiple SaaS names like CRWD. Hunting for returns amid sticky inflation
Negative Sentiment: Benzinga reports CRWD shares sliding as investors worry that AI will create competitive pressures (AI-driven security competitors) and that weak GDP growth is hurting enterprise software spending. That narrative is pressuring sentiment today. Why are CrowdStrike shares sliding?
Negative Sentiment: Coverage noting a broader SaaS sell-off and questions about whether CrowdStrike can fully regain investor trust point to continued volatility and multiple compression risk for CRWD. Can CRWD recover investor trust?

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on CRWD shares. Needham & Company LLC dropped their price objective on shares of CrowdStrike from $575.00 to $475.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. BMO Capital Markets dropped their price objective on shares of CrowdStrike from $555.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, March 4th. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the company a “buy” rating in a report on Friday, January 9th. Daiwa Securities Group dropped their price objective on shares of CrowdStrike from $560.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday, March 10th. Finally, Capital One Financial dropped their price objective on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $504.98.

Read Our Latest Report on CrowdStrike

CrowdStrike Stock Performance

The stock has a market capitalization of $100.13 billion, a PE ratio of -531.95, a price-to-earnings-growth ratio of 17.51 and a beta of 1.07. The firm’s fifty day moving average is $408.60 and its 200-day moving average is $465.75. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD – Get Free Report) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.03 earnings per share. As a group, research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike announced that its Board of Directors has initiated a share buyback program on Monday, April 6th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 0.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity at CrowdStrike

In other CrowdStrike news, CAO Anurag Saha sold 1,138 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $467,786.28. Following the sale, the chief accounting officer directly owned 42,588 shares in the company, valued at $17,506,223.28. This represents a 2.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 68,636 shares of company stock valued at $28,690,657. 3.32% of the stock is owned by company insiders.

Institutional Trading of CrowdStrike

A number of institutional investors and hedge funds have recently bought and sold shares of CRWD. Brighton Jones LLC grew its position in shares of CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after buying an additional 2,417 shares in the last quarter. Empowered Funds LLC grew its position in shares of 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 buying an additional 169 shares in the last quarter. Jump Financial LLC acquired a new position in shares of CrowdStrike during the second quarter worth about $5,563,000. Natixis acquired a new position in shares of CrowdStrike during the second quarter worth about $6,470,000. Finally, AXA S.A. grew its position in shares of CrowdStrike by 2.9% during the second quarter. AXA S.A. now owns 129,002 shares of the company’s stock worth $65,702,000 after buying an additional 3,600 shares in the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

CrowdStrike Company Profile

(Get Free Report)

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.