CrowdStrike $CRWD Shares Bought by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in CrowdStrike (NASDAQ:CRWD) by 15.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 56,466 shares of the company’s stock after acquiring an additional 7,705 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in CrowdStrike were worth $27,619,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Asset Planning Inc purchased a new position in CrowdStrike in the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of CrowdStrike in the third quarter worth about $25,000. Anchor Investment Management LLC acquired a new stake in shares of CrowdStrike in the third quarter valued at about $25,000. Logan Capital Management Inc. acquired a new stake in shares of CrowdStrike in the third quarter valued at about $26,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of CrowdStrike during the 2nd quarter valued at about $27,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Stock Performance

Shares of CRWD opened at $441.78 on Friday. The firm has a market cap of $112.04 billion, a price-to-earnings ratio of -596.99, a PEG ratio of 19.38 and a beta of 1.06. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The business’s 50 day moving average is $428.62 and its two-hundred day moving average is $469.67. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The business’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.03 earnings per share. Analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades lift sentiment — DZ Bank and Morgan Stanley raised ratings or reiterated bullish views this week, and market commentary notes Morgan Stanley is “doubling down” on CrowdStrike, supporting near-term demand for the stock. CrowdStrike Stock Rating Upgraded by DZ Bank Morgan Stanley Is Doubling Down on CrowdStrike
• Positive Sentiment: Strategic product integration with AI browser providers — CrowdStrike announced Falcon Cyber Shield integration into Perplexity’s Comet AI browser (Comet Enterprise), expanding Falcon’s addressable market in AI-native tooling and addressing AI-enabled threat vectors. That partnership is a tangible revenue/expansion catalyst as enterprises adopt AI. CrowdStrike and Perplexity Partner
• Positive Sentiment: Positive media/analyst narratives on momentum and AI leadership — several outlets (Zacks, MSN, The Motley Fool) profile CrowdStrike as a top momentum/AI-security name vs. peers (e.g., Palo Alto Networks), which can attract growth-oriented flows. Why CrowdStrike is a Top Momentum Stock (MSN) CrowdStrike vs. Palo Alto Networks (Fool)
• Neutral Sentiment: Short-interest data reported this week appears inconsistent or erroneous (sources show zero shares/NaN changes and 0.0 days to cover), so there’s no clear short-squeeze signal to factor into near-term price moves. (Data anomaly noted 3/11–3/12.)
• Negative Sentiment: Valuation and profitability remain potential headwinds — CrowdStrike trades at a very high market cap and currently shows negative trailing P/E metrics, which could temper upside if growth slows or guidance disappoints. (Investors should weigh upgrades/partnerships against valuation risk.)

Insider Activity at CrowdStrike

In other news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 90,024 shares of company stock worth $40,424,241 over the last 90 days. Company insiders own 3.32% of the company’s stock.

Analysts Set New Price Targets

CRWD has been the topic of several recent research reports. Truist Financial reduced their price target on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Citigroup dropped their price objective on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating on the stock in a research note on Wednesday, March 4th. Daiwa Securities Group reduced their target price on shares of CrowdStrike from $560.00 to $500.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 10th. Royal Bank Of Canada restated an “outperform” rating and issued a $550.00 target price on shares of CrowdStrike in a research note on Wednesday, March 4th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $555.00 price target on shares of CrowdStrike in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $506.26.

CrowdStrike Profile

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.