CrowdStrike (NASDAQ:CRWD) Stock Price Down 1.5% on Insider Selling

CrowdStrike (NASDAQ:CRWD)’s stock price traded down 1.5% on Wednesday after an insider sold shares in the company. The stock traded as low as $401.55 and last traded at $415.36. 4,714,408 shares traded hands during trading, an increase of 63% from the average session volume of 2,894,973 shares. The stock had previously closed at $421.73.

Specifically, CEO George Kurtz sold 6,777 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $438.60, for a total transaction of $2,972,392.20. Following the completion of the transaction, the chief executive officer directly owned 2,083,755 shares in the company, valued at $913,934,943. This represents a 0.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Burt W. Podbere sold 1,630 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $438.33, for a total transaction of $714,477.90. Following the completion of the sale, the chief financial officer owned 177,484 shares in the company, valued at $77,796,561.72. This represents a 0.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on CRWD shares. BNP Paribas Exane increased their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Citizens Jmp reissued a “market outperform” rating and issued a $500.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Daiwa Capital Markets boosted their price objective on CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. Finally, Barclays increased their price objective on shares of CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a report on Friday, November 14th. Thirty-one analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $555.21.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights for Application Security Posture Management, reinforcing product credibility and enterprise demand. Read More.
• Positive Sentiment: Coverage highlights CrowdStrike’s expansion into cloud security and identity protection as growth drivers that support recurring revenue and cross-sell potential. Read More.
• Neutral Sentiment: The company announced the date for its Q4 & FY2026 earnings conference call — a catalyst that could drive short-term volatility as investors parse guidance and ARR/renewal commentary. Read More.
• Neutral Sentiment: Jim Cramer discussed CrowdStrike and recent trading activity (noting what he described as panic selling in parts of the market), a high-profile commentary that can influence retail flows but doesn’t change fundamentals. Read More.
• Negative Sentiment: Zacks Research downgraded CRWD from “hold” to “strong sell” — a visible sell-side signal that likely amplified selling pressure among investors sensitive to ratings changes. Read More.
• Negative Sentiment: Insider selling: CEO George Kurtz and CFO Burt Podbere disclosed share sales (combined multi-million-dollar transactions), which can be interpreted by some investors as a near-term negative signal on conviction. Read More. Read More.
• Negative Sentiment: Analyst and market pieces point to a “floor test” after a Fortinet upgrade and note CRWD has pulled back >20% from its 52-week high — narratives around stretched valuation and sector rotation are weighing on the stock. Read More.
• Neutral Sentiment: Short-interest data in recent feeds looks unreliable (zero/NaN entries) and shouldn’t be treated as evidence of major positioning changes; monitor official filings for accurate signal.

CrowdStrike Stock Performance

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 company has a market cap of $104.71 billion, a price-to-earnings ratio of -329.65, a P/E/G ratio of 27.22 and a beta of 1.03. The stock has a 50 day moving average price of $476.87 and a two-hundred day moving average price of $476.77.

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

Institutional Trading of CrowdStrike

Hedge funds have recently modified their holdings of the company. Advyzon Investment Management LLC raised its stake in shares of CrowdStrike by 142.9% during the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after purchasing an additional 533 shares in the last quarter. Carnegie Investment Counsel increased 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 buying an additional 1,428 shares during the last quarter. Silver Oak Securities Incorporated increased its holdings in CrowdStrike by 394.8% during the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after buying an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. raised its position in CrowdStrike by 10.9% during the third quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after acquiring an additional 5,205 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC lifted its stake in CrowdStrike by 7.3% in the third 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 last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

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.