CrowdStrike (NASDAQ:CRWD) CAO Sells $467,786.28 in Stock

CrowdStrike (NASDAQ:CRWD) CAO Anurag Saha sold 1,138 shares of the business’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total transaction of $467,786.28. Following the completion of the transaction, the chief accounting officer owned 42,588 shares of the company’s stock, valued at approximately $17,506,223.28. This trade represents a 2.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

CrowdStrike Stock Down 4.9%

Shares of NASDAQ CRWD opened at $392.99 on Wednesday. The stock has a market cap of $99.67 billion, a P/E ratio of -531.06, a PEG ratio of 18.13 and a beta of 1.06. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The business’s fifty day simple moving average is $422.08 and its 200-day simple moving average is $469.93.

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

Institutional Investors Weigh In On CrowdStrike

Several institutional investors have recently added to or reduced their stakes in the business. Asset Planning Inc purchased a new position in CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike during the third quarter worth approximately $25,000. Anchor Investment Management LLC purchased a new stake in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Hanson & Doremus Investment Management lifted its position in shares of CrowdStrike by 170.0% during the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after buying an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC acquired a new position in shares of CrowdStrike in the 4th quarter valued at $25,000. Hedge funds and other 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: 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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CRWD. BTIG Research lowered their price objective on CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research report on Monday, March 2nd. Needham & Company LLC reduced their target price on shares of CrowdStrike from $575.00 to $475.00 and set a “buy” rating on the stock in a report on Wednesday, March 4th. UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a research note on Wednesday, March 4th. Macquarie Infrastructure reiterated a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a report on Tuesday, January 27th. Finally, Citizens Jmp reissued a “market outperform” rating and issued a $500.00 price objective on shares of CrowdStrike in a research report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $506.26.

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.