Burt Podbere Sells 7,871 Shares of CrowdStrike (NASDAQ:CRWD) Stock

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 7,871 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the transaction, the chief financial officer directly owned 169,613 shares of the company’s stock, valued at $70,521,693.14. This trade represents a 4.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

CrowdStrike Price Performance

CrowdStrike stock traded down $38.20 during midday trading on Thursday, reaching $377.16. The company’s stock had a trading volume of 6,012,781 shares, compared to its average volume of 2,717,909. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market cap of $95.08 billion, a PE ratio of -299.33, a price-to-earnings-growth ratio of 23.77 and a beta of 1.03. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The business has a 50-day moving average price of $472.65 and a 200-day moving average price of $475.65.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the company posted $0.93 EPS. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. On average, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on CRWD shares. Arete Research set a $706.00 price objective on shares of CrowdStrike in a research report on Tuesday, October 28th. Mizuho set a $540.00 target price on shares of CrowdStrike in a report on Thursday, January 8th. Zacks Research downgraded shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday. DA Davidson reissued a “buy” rating and issued a $580.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Westpark Capital reaffirmed a “hold” rating on shares of CrowdStrike in a report on Wednesday, October 15th. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and a consensus price target of $555.21.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike signed a memorandum of understanding with Saudi Aramco to support cybersecurity transformation in Saudi Arabia — a potential multi-year commercial opportunity in a large market. CrowdStrike Enters into MoU with Aramco
• Positive Sentiment: CrowdStrike agreed to acquire SGNL for ~$740M to bolster identity security and counter AI-powered threats — strategic product expansion that supports cross-sell of identity and cloud security but could weigh on near-term cash/earnings. CrowdStrike Acquires SGNL
• Positive Sentiment: Some outlets (contrarian buys) are framing the pullback as an opportunity — CNBC highlighted CrowdStrike as unfairly caught in a broader software sell-off, which could attract value-minded buyers. We’re buying this name
• Neutral Sentiment: Coverage and analyst notes are debating valuation vs. growth — several pieces run a valuation check and outline why long-term ARR/cross-sell are supportive, but they also flag that multiples look rich versus near-term growth deceleration. Valuation Check
• Neutral Sentiment: Media mentions (Jim Cramer coverage) note institutional buying in some trusts and highlight both panic selling and long-term software demand — mixed signals for near-term flows. Jim Cramer Highlights Trust Holdings
• Negative Sentiment: Headline-driven selling: several wires note CrowdStrike is being sold harder than the market, contributing to today’s sharp down move as momentum and headline flows amplify price action. Seven Straight Sessions of Losses
• Negative Sentiment: Analyst downgrade and bearish takes: Zacks cut coverage to a more negative stance (cited in multiple feeds), and opinion pieces highlight a >20% pullback from the 52-week high and valuation risk, pressuring sentiment. Zacks Downgrade
• Negative Sentiment: Insider selling: filings show CEO and CFO stock sales (disclosed Form 4 filings), which investors often view negatively during a sell-off even if small relative to holdings. Insider Selling Alerts
• Negative Sentiment: Macro/sector pressure and technical signals: analyst write-ups argue a “floor test” after a competitor upgrade and a 3‑month ~22% slide reflect investor rotation out of high-multiple software names, adding selling momentum. Plunges 22% in 3 Months

Institutional Investors Weigh In On CrowdStrike

Several institutional investors and hedge funds have recently made changes to their positions in the company. Advyzon Investment Management LLC raised its position in CrowdStrike by 142.9% in the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after buying an additional 533 shares during the last quarter. Carnegie Investment Counsel grew its holdings in CrowdStrike by 6.7% during the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after purchasing an additional 1,428 shares during the period. Silver Oak Securities Incorporated increased its holdings in shares of CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after acquiring an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. increased its holdings in shares of CrowdStrike by 10.9% in the third quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock valued at $26,047,000 after purchasing an additional 5,205 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC raised its holdings in CrowdStrike by 7.3% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after acquiring an additional 1,512 shares during the period. Institutional investors own 71.16% of the company’s stock.

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.