CRWD CrowdStrike Holdings, Inc.
Price Chart
Executive Summary
Wolfe Research upgraded CrowdStrike from Peer Perform to Outperform on March 30, 2026, with a $450 price target — just 0.95% above the current $445.75. The call is part of a massive 34-firm analyst cluster, the largest single-day consensus event for the stock in over two years. Consensus remains overwhelmingly bullish: 75% of 61 analysts rate CRWD a Buy, with a mean target of $491.72 (10.3% upside). Wolfe's PT is 8.5% below the mean, making it one of the most conservative upgrades in the group. However, the firm’s accuracy is only 52% on 451 calls, below top-tier peers like Evercore ISI (88%). Insider CEO George Kurtz sold over $250K in late April, and short interest sits at 59% of float — a strong bearish overhang. With earnings due June 1, the cluster suggests a near-term catalyst, but the divergence between bullish analyst sentiment and insider/short signals warrants caution.
Impact Score
Consensus & Targets
Of 61 analysts covering CRWD, 46 rate it Buy (13 Strong Buy, 33 Buy), 14 Hold, and 1 Sell — a 75% bullish consensus. Wolfe's Upgraded rating aligns with the majority, but its $450 PT is the most conservative among the buy-rated firms.
The mean price target is $491.72 (10.3% upside from $445.75), median $500 (12.2% upside), high $706, low $368. Wolfe's $450 PT sits 8.5% below the mean, indicating a cautious stance relative to the bullish consensus.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-27 | Mizuho | upgrade | Outperform | $520.00 |
| 2026-04-21 | Keybanc | upgrade | Overweight | $525.00 |
| 2026-03-30 | Wolfe Research | upgrade | Outperform | $450.00 |
| 2026-03-17 | RBC Capital | reiterate | Outperform | $550.00 |
| 2026-03-10 | Morgan Stanley | upgrade | Overweight | $510.00 |
| 2026-03-05 | Citigroup | maintain | Buy | $525.00 |
| 2026-03-04 | DA Davidson | maintain | Buy | $455.00 |
| 2026-03-04 | Macquarie | maintain | Neutral | $400.00 |
| 2026-03-04 | Evercore ISI Group | maintain | In-Line | $395.00 |
| 2026-03-04 | BNP Paribas | maintain | Neutral | $400.00 |
Analyst momentum is positive: 2 upgrades and 0 downgrades in the last 30 days. EPS revisions for the current quarter are mixed — 17 up and 18 down in 30 days — with the Q0 EPS estimate essentially flat at $1.0675.
Firm Track Record — Wolfe Research
Wolfe Research accuracy: 52% on 451 calls | avg return: 4.4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| B of A Securities | 100% | 3/3 | 4.8% | top tier |
| Evercore ISI Group | 88% | 7/8 | 8% | top tier |
| Bernstein | 83% | 5/6 | 15.9% | top tier |
| Citigroup | 80% | 4/5 | 9.3% | top tier |
| WestPark Capital | 78% | 7/9 | 11.6% | top tier |
| Jefferies | 78% | 7/9 | 15.7% | top tier |
| Piper Sandler | 73% | 8/11 | 3.7% | top tier |
| Wedbush | 69% | 9/13 | 13.1% | top tier |
| UBS | 67% | 4/6 | 8.6% | top tier |
| BMO Capital | 67% | 6/9 | 8.2% | top tier |
Wolfe Research has a 52% accuracy rate on 451 CRWD-rated calls with an average return of 4.4%, ranking mid-tier. Top performers include Evercore ISI (88% on 8 calls, avg return 8%), Bernstein (83% on 6 calls, avg return 15.9%), and B of A Securities (100% on 3 calls, avg return 4.8%).
Earnings Estimates
Next earnings: Jun 1, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $4.85 | $4.76 — $5.00 | $5.9B | ↑0 ↓0 |
| +1y | $6.17 | $5.60 — $7.74 | $7.2B | ↑0 ↓0 |
| 0q | $1.07 | $1.05 — $1.08 | $1.4B | ↑0 ↓0 |
| +1q | $1.16 | $1.03 — $1.21 | $1.4B | ↑0 ↓0 |
Cross-Platform Signals
Insider CEO George Kurtz sold over $250K in shares across five transactions April 23–28, a strong bearish signal. Congressional activity shows one buy from Rep. Gilbert Cisneros (D-CA) on March 13. Institutional changes are mixed: Norges Bank initiated a $1.7B position then exited, while Two Sigma doubled then nearly exited. Short interest is elevated at 59% of float, reflecting heavy bearish positioning.
Actionable Insight
The 34-firm analyst cluster is a powerful bullish signal, but the combination of conservative price targets, CEO insider selling, and 59% short interest demands caution. Traders should wait for a catalyst — such as earnings on June 1 or a breakout above $450 — before committing capital.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 10, 2026
today
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
Jun 6, 2026
4d ago
|
Insider Cluster
| $696.74 awaiting T+1 | awaiting T+1 | — | $658.79 (−5.45%) |
|
Jun 6, 2026
4d ago
|
144
| $696.74 awaiting T+1 | awaiting T+1 | — | $658.79 (−5.45%) |
|
Jun 5, 2026
4d ago
|
144
| $680.05 awaiting T+1 | awaiting T+1 | — | $658.79 (−3.13%) |
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $719.09 $671.02 | ▼ −6.68% | ▼ −4.11% | $658.79 (−8.39%) |
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $719.09 $671.02 | ▼ −6.68% | ▼ −4.11% | $658.79 (−8.39%) |
|
Jun 3, 2026
6d ago
|
8-K
| $719.09 $671.02 | ▼ −6.68% | ▼ −4.11% | $658.79 (−8.39%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $380.06 $390.41 | ▲ +2.72% | ▼ −0.17% | $658.79 (+73.34%) |
|
May 30, 2026
11d ago
|
Insider Cluster
| $782.17 $768.95 | ▼ −1.69% | ▼ −1.84% | $658.79 (−15.77%) |
|
May 28, 2026
13d ago
|
Insider Cluster
| $671.00 $731.00 | ▲ +8.94% | ▲ +8.70% | $658.79 (−1.82%) |
US Market Status
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