CrowdStrike (CRWD) News Today

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares are moving today as investors digest the company’s Q1 earnings, guidance, strategic partnerships, analyst actions and ongoing regulatory inquiries.

• Analyst Price Target Increases: Needham, Susquehanna and Stifel Nicolaus all lifted their CRWD targets (up to $530) and maintained buy ratings following the Q1 report.
• Portnox Integration: A new partnership enhances CrowdStrike’s Zero Trust capabilities, potentially driving additional enterprise adoption.
• Strong Q1 Metrics: Beat on EPS ($0.73 vs. $0.66 est.), 20% revenue growth, $194 M net new ARR via Falcon Flex and robust free cash flow.

• Regulatory Cooperation: CrowdStrike is working with DOJ and SEC probes into last year’s software outage, with outcomes still uncertain.
• Investor Trimming & Insider Sales: Bill Baruch modestly reduced his position; directors sold shares—moves viewed as routine at elevated prices.
• Mixed “Hold” and “Neutral” Views: Westpark Capital reiterated a hold rating; Bank of America and Mizuho maintain neutral stances on CRWD.

• Weaker Q2 Guidance: Revenue outlook fell below Street estimates amid customer credits tied to last year’s outage.
• Valuation Concerns: Some analysts caution that premium multiples and margin pressures may limit near-term upside.
• Post-Earnings Pullback: Stock slid over 6% on the guidance miss despite beating EPS, underscoring sensitivity to outlook.

Investors should balance CrowdStrike’s solid execution and strategic expansions against guidance softness and regulatory reviews when evaluating CRWD.