CRWD Ticker Curator

Key Wedbush take: Nvidia's $78B Q2 guidance and Huang's view that software benefits from AI debunk fears hollowing out enterprise names like...

• Bearish whale positioning: Big-money traders show noticeably bearish stance on CRWD.
• Mixed sentiment: 98 trades split 43% bullish, 44% bearish; 45...

• Tempered PT Cut: Jefferies lowers CrowdStrike target to $500 from $600, reflecting caution, yet keeps Buy rating ahead of March 3 earnings.
• ARR...

Short-term lag: -14.3% return trails S&P 500's +0.6% and Security industry's -16.9%.

• Zacks Rank #3 Hold, Value Score F signals premium valuation.
• Revenue strong: +22.5% Q, +21.5% FY expected.
• EPS beats 4 straight quarters; FY est up +10.3%.

Institutional confidence amid CRWD volatility: HB Wealth Management raised its stake by 7.73%, adding 909 shares to hold 12,675 worth $5.94M.

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Anthropic's Claude Code Security AI sparks 10-20% drop in CrowdStrike stock, escalating AI competition risks to CRWD's $96.1B valuation. Despite 22.2% revenue growth, investors eye mounting pressure.

Caution signals ahead of earnings?

• Primecap cut position 1.8% in Q3, selling 1,900 shares; holds 105,816 shares worth $51.89M
• Insiders net sold...

Key highlights from True Odds Episode 12 for CRWD investors:

• CrowdStrike earnings lookahead: Joey's big focus, tied to SaaS trends.
• SaaSpocalypse...

Analyst Price Target Cuts

• 🔥 DA Davidson Lowers PT to $425: DA Davidson analyst lowered price target on CRWD to $425 from $580 while maintaining...

CRWD stock dipped 10.09% as of February 23, leaving investors questioning if now's the right time to buy amid the sharp decline.

Key rebound: Shares closed up 4.9% at $381.09 after FalconID MFA rollout, snapping cybersecurity selloff.

• Analyst trims: JPMorgan PT to $472 (from...

Buy recommendation for CrowdStrike as trust becomes key in the AI agents era, with CEO highlighting their rapidly expanding risk profile in latest earnings call.

CRWD shares jumped 5.4% after Nvidia CEO Jensen Huang dismissed concerns, yet DA Davidson lowered PT to $425 from $580 while maintaining rating. Short-term sentiment volatility in play for investors.

• Hacker jailbreaks Claude AI to steal 150GB Mexican gov data
• CrowdStrike's 2026 Threat Report: AI-enabled attacks up 89% in 2025
• ChatGPT dominates criminal forums (+550% mentions)
• Rising threats signal strong cybersecurity demand for CRWD

Partnership momentum builds as CrowdStrike integrates Falcon Shield with Qualtrics XM Platform for real-time security in customer/employee experience...

CrowdStrike to participate in upcoming investor conference, with presentation webcast live and archived on ir.crowdstrike.com. Tune in for potential IR insights.

Key updates for CRWD investors:

• Hosting Fal.Con Gov conference on March 18
• InvestingPro flags stock as overvalued
• But strong balance sheet: cash exceeds debt
  Watch for potential post-earnings insights.

Pre-earnings essentials for CRWD investors:

• Release date: March 03, 2026
• Wall Street EPS forecast: $1.10 per share

Consensus holds steady – watch for delivery amid high expectations.

Q3 growth shines: $1.2B revenue, +5.6% QoQ.

• Analyst trim: JPMorgan lowers PT from $582 to $472, still overweight with ~30% upside.
• Consensus...

New AI security alliance positions CrowdStrike centrally in enterprise AI protection:

• Combines CRWD threat detection, VAST data governance, NVIDIA...