CrowdStrike (NASDAQ:CRWD) CEO Sells $13,145,150.20 in Stock

CrowdStrike (NASDAQ:CRWD) CEO George Kurtz sold 31,915 shares of CrowdStrike stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.88, for a total transaction of $13,145,150.20. Following the sale, the chief executive officer owned 2,162,415 shares of the company’s stock, valued at approximately $890,655,490.20. This represents a 1.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

George Kurtz also recently made the following trade(s):

• On Wednesday, February 4th, George Kurtz sold 28,853 shares of CrowdStrike stock. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53.
• On Monday, February 2nd, George Kurtz sold 6,777 shares of CrowdStrike stock. The shares were sold at an average price of $438.60, for a total transaction of $2,972,392.20.

CrowdStrike Price Performance

Shares of CRWD stock opened at $392.99 on Wednesday. The firm’s 50 day moving average price is $422.08 and its two-hundred day moving average price is $469.93. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The stock has a market cap of $99.67 billion, a PE ratio of -531.06, a PEG ratio of 18.13 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the previous year, the company posted $1.03 EPS. The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike launched multiple AI-centric product suites (Agentic MDR, Falcon Data Security, adversary-informed cloud risk prioritization) that reinforce its positioning as an AI-native security platform; these are clear long-term revenue and upsell catalysts. Adversary-Informed Cloud Risk Prioritization
• Positive Sentiment: CrowdStrike introduced Agentic MDR and Flex for Services to monetize managed services and flexible consumption — a move that can expand ARR and attach high-margin services to the Falcon platform. Flex for Services
• Positive Sentiment: Integration wins and partnerships — notably Falcon Next‑Gen SIEM support for Microsoft Defender — help crowdstrike broaden TAM and ease enterprise adoption friction. Microsoft Defender integration
• Neutral Sentiment: Short‑interest data reports for March appear inconsistent (zeros/NaN across feeds), so published “big increase” headlines may be noisy — treat short‑interest signals cautiously.
• Negative Sentiment: Today’s sell‑off looks driven more by sector rotation: risk‑off sentiment in high‑multiple software and fears that AI tools (and large cloud players) could pressure pricing and growth expectations for premium security vendors. QuiverQuant analysis
• Negative Sentiment: News and chatter about third‑party AI automation (e.g., Amazon) raising questions about the SaaS model and enterprise AI spend has added to near‑term pressure. Benzinga coverage
• Negative Sentiment: Analyst price‑target trims on expensive software multiples and visible insider selling/portfolio reshuffling among large institutions have incrementally weighed on sentiment, making CRWD more sensitive to market pullbacks. Insider & analyst notes

Institutional Trading of CrowdStrike

Large investors have recently bought and sold shares of the business. Carnegie Investment Counsel lifted its position in shares of CrowdStrike by 6.7% in 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 in the last quarter. Silver Oak Securities Incorporated grew its position in CrowdStrike by 394.8% in the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after purchasing an additional 2,357 shares in the last quarter. Traynor Capital Management Inc. increased its stake in CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock valued at $26,047,000 after buying an additional 5,205 shares during the last quarter. GPS Wealth Strategies Group LLC increased its stake 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 buying an additional 1,512 shares during the last quarter. Finally, Perpetual Ltd lifted its position in CrowdStrike by 205.9% during the 3rd quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock worth $762,000 after buying an additional 1,046 shares in the last quarter. 71.16% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. JPMorgan Chase & Co. reduced their target price on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a report on Wednesday, February 25th. Capital One Financial reduced their price objective on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. Citigroup decreased their price objective on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. Stephens upped their target price on shares of CrowdStrike from $465.00 to $490.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Finally, Barclays cut their target price on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike Company 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.