CrowdStrike $CRWD Stock Position Raised by Neuberger Berman Group LLC

Neuberger Berman Group LLC grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 15.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 433,600 shares of the company’s stock after buying an additional 56,456 shares during the quarter. Neuberger Berman Group LLC’s holdings in CrowdStrike were worth $212,629,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Disciplined Equity Management Inc. raised its position in CrowdStrike by 0.8% during the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after acquiring an additional 20 shares in the last quarter. TD Private Client Wealth LLC grew its position in CrowdStrike by 6.4% in the third quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after acquiring an additional 20 shares in the last quarter. Financially Speaking Inc grew its position in CrowdStrike by 26.7% in the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after acquiring an additional 20 shares in the last quarter. Catalyst Financial Partners LLC increased its stake in shares of CrowdStrike by 1.6% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after purchasing an additional 20 shares during the last quarter. Finally, Fire Capital Management LLC increased its stake in shares of CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

CrowdStrike Price Performance

NASDAQ:CRWD opened at $428.99 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a fifty day moving average price of $431.56 and a 200 day moving average price of $468.58. The stock has a market cap of $108.15 billion, a P/E ratio of -579.71, a PEG ratio of 20.82 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $1.30 billion. During the same period last year, the business posted $1.03 EPS. The business’s quarterly revenue was up 23.8% on a year-over-year basis. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Analyst Ratings Changes

CRWD has been the subject of several analyst reports. HSBC lifted their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft cut their target price on CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a report on Wednesday. Rosenblatt Securities reaffirmed a “buy” rating and issued a $555.00 price target on shares of CrowdStrike in a research report on Wednesday. Argus decreased their price target on CrowdStrike from $600.00 to $520.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Berenberg Bank set a $600.00 price objective on CrowdStrike and gave the company a “buy” rating in a report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and an average price target of $505.98.

Insiders Place Their Bets

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This represents a 3.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the sale, the chief accounting officer owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This represents a 1.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 91,947 shares of company stock valued at $41,438,616 in the last quarter. 3.32% of the stock is currently owned by insiders.

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.