CrowdStrike (NASDAQ:CRWD) President Sells $7,960,999.02 in Stock

CrowdStrike (NASDAQ:CRWD - Get Free Report) President Michael Sentonas sold 19,367 shares of the company's stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total value of $7,960,999.02. Following the sale, the president directly owned 406,944 shares in the company, valued at $167,278,400.64. This trade represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

CrowdStrike Price Performance

Shares of NASDAQ CRWD traded up $5.50 during midday trading on Thursday, reaching $398.81. 1,318,673 shares of the stock traded hands, compared to its average volume of 3,894,234. The company's 50 day moving average is $414.08 and its 200 day moving average is $467.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The stock has a market capitalization of $101.14 billion, a PE ratio of -538.92, a P/E/G ratio of 17.12 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the firm earned $1.03 earnings per share. CrowdStrike's revenue was up 23.8% on a year-over-year basis. On average, equities research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Benchmark initiated coverage with a Buy and $500 price target, citing a clear path to materially higher ARR and a large TAM — a sizable bullish signal for institutional demand. Wall Street Says Buy CrowdStrike
• Positive Sentiment: Wolfe Research upgraded CRWD to Outperform (and other outlets reported analyst upgrades), lifting sentiment and triggering short‑term buying. Wolfe Research Upgrades CrowdStrike
• Positive Sentiment: CrowdStrike and HCLTech expanded their partnership to offer AI‑powered Continuous Threat Exposure Management (CTEM) — a commercial win that can deepen enterprise footprints and drive ARR. CRWD, HCLTech Launch CTEM Services
• Positive Sentiment: CrowdStrike expanded its GovCloud cybersecurity platform — a move that supports sales into government and regulated customers, typically higher‑stickiness accounts. CRWD Expands GovCloud
• Positive Sentiment: Prominent bulls (Jim Cramer, Dan Ives and others) publicly defended CRWD and recommended buying the dip, amplifying retail and momentum flows into the name. Jim Cramer Defends CrowdStrike
• Neutral Sentiment: CrowdStrike’s next‑gen SIEM traction appears strong (Next‑Gen SIEM ARR cited north of $585M, +75% Y/Y), supporting cross‑sell opportunities but still early in contribution to total ARR. Next‑Gen SIEM Boost
• Negative Sentiment: AI headlines (Anthropic’s Claude Code/Mythos) sparked fears of AI substitution for some security tasks — that narrative pressured the stock and prompted analysts to trim lofty $600+ targets into the $400s. MarketBeat and others argue the selloff may be overdone, but the narrative remains a clear near‑term risk. CrowdStrike Stock Drops on AI Fears
• Negative Sentiment: Analyst/market caution: CRWD is down materially from its highs (articles note ~21% decline over six months and ~3.5% since last earnings), reflecting concerns about slowing revenue growth vs. a premium valuation — these fundamentals keep pressure on multiple compression risk. Why Is CRWD Down 3.5%
• Neutral Sentiment: Insider and sector activity headlines (insider moves, broader cybersecurity sector swings) are being tracked by investors but have mixed short‑term impact on CRWD’s direction. Insider Moves in Cybersecurity

Analyst Ratings Changes

A number of brokerages have issued reports on CRWD. Deutsche Bank Aktiengesellschaft decreased their price objective on CrowdStrike from $475.00 to $440.00 and set a "hold" rating on the stock in a research report on Wednesday, March 4th. Robert W. Baird dropped their target price on CrowdStrike from $550.00 to $450.00 and set a "neutral" rating for the company in a report on Monday, March 2nd. Morgan Stanley upgraded CrowdStrike from an "equal weight" rating to an "overweight" rating and increased their price target for the company from $487.00 to $510.00 in a report on Tuesday, March 10th. DZ Bank upgraded CrowdStrike from a "sell" rating to a "buy" rating and set a $490.00 price target for the company in a research report on Wednesday, March 11th. Finally, Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the stock a "buy" rating in a research note on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $504.98.

Institutional Investors Weigh In On CrowdStrike

Several hedge funds and other institutional investors have recently modified their holdings of CRWD. Laurel Wealth Advisors LLC lifted its holdings in shares of CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company's stock worth $2,186,714,000 after buying an additional 4,285,640 shares during the period. Norges Bank purchased a new position in shares of CrowdStrike during the fourth quarter valued at $1,699,545,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of CrowdStrike by 310.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company's stock valued at $408,989,000 after buying an additional 659,705 shares during the period. Assenagon Asset Management S.A. raised its holdings in shares of CrowdStrike by 232.5% in the fourth quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company's stock valued at $334,772,000 after acquiring an additional 499,353 shares in the last quarter. Finally, Employees Provident Fund Board bought a new stake in shares of CrowdStrike in the fourth quarter valued at about $216,342,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

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.