Insider Selling: CrowdStrike (NASDAQ:CRWD) President Sells $7,960,999.02 in Stock

CrowdStrike (NASDAQ:CRWD) President Michael Sentonas sold 19,367 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total value of $7,960,999.02. Following the sale, the president owned 406,944 shares in the company, valued at approximately $167,278,400.64. This trade represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

CrowdStrike Stock Performance

CrowdStrike stock opened at $369.58 on Friday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The firm has a market capitalization of $93.73 billion, a P/E ratio of -499.43, a price-to-earnings-growth ratio of 17.22 and a beta of 1.06. The company’s 50-day moving average is $417.65 and its 200 day moving average is $468.41.

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

Wall Street Analysts Forecast Growth

A number of research firms recently commented on CRWD. Mizuho lowered their target price on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. DZ Bank raised CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 price objective for the company in a report on Wednesday, March 11th. Evercore lowered their price target on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. Barclays lowered their price target on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike announced expanded strategic collaborations with IBM and Intel to integrate its Charlotte AI/AgentWorks and Falcon platform into broader SOC and endpoint ecosystems — a material product/GTM push that supports long‑term ARR expansion. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: CrowdStrike rolled out AI‑native products and the Charlotte AI AgentWorks ecosystem at RSA 2026, reinforcing its position as an “AI security OS” and creating multiple upsell/service avenues. Autonomous Security and the New AI Arms Race
• Neutral Sentiment: Analyst coverage remains mixed: several firms reaffirm buys but some have trimmed targets — consensus still rates CRWD a moderate buy, suggesting expectations are divergent and the stock is sensitive to news. CRWD analyst coverage and targets
• Negative Sentiment: Reports that Anthropic’s upcoming model could deliver advanced cybersecurity features triggered a sector‑wide selloff, with headlines explicitly citing potential competitive risks for CrowdStrike. CRWD, PANW, OKTA, ZS stocks tumble — what’s the Anthropic connection?
• Negative Sentiment: Earnings/quarterly commentary have disappointed some investors who expected a stronger re‑acceleration; coverage notes this contributed to today’s weakness as growth multiple sentiment cools. CrowdStrike Slides 7%
• Negative Sentiment: Disclosed insider selling (including several executive sales reported March 23–26) has amplified negative sentiment and raised short‑term investor caution. CrowdStrike insider selling

Institutional Investors Weigh In On CrowdStrike

Institutional investors and hedge funds have recently modified their holdings of the company. Laurel Wealth Advisors LLC lifted its holdings in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after buying an additional 4,285,640 shares in the last quarter. Norges Bank acquired a new stake in CrowdStrike in the fourth quarter valued at $1,699,545,000. Northwestern Mutual Wealth Management Co. lifted its stake in CrowdStrike by 310.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after purchasing an additional 659,705 shares during the last quarter. Assenagon Asset Management S.A. raised its holdings in CrowdStrike by 232.5% during the fourth quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after purchasing an additional 499,353 shares in the last quarter. Finally, Employees Provident Fund Board purchased a new stake in CrowdStrike in the fourth quarter valued at $216,342,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.