CrowdStrike $CRWD Shares Purchased by Neuberger Berman Group LLC

Neuberger Berman Group LLC grew its stake in shares of CrowdStrike (NASDAQ:CRWD) by 15.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 433,600 shares of the company’s stock after buying an additional 56,456 shares during the quarter. Neuberger Berman Group LLC owned about 0.17% of CrowdStrike worth $212,629,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in CRWD. Advyzon Investment Management LLC lifted its position in CrowdStrike by 142.9% in the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after purchasing an additional 533 shares during the period. Carnegie Investment Counsel increased its position in shares of CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after purchasing an additional 1,428 shares during the period. Silver Oak Securities Incorporated increased its position in shares of CrowdStrike by 394.8% during the 3rd 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 during the period. Traynor Capital Management Inc. raised its stake in shares of CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after buying an additional 5,205 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC raised its stake in shares of CrowdStrike by 7.3% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock worth $10,912,000 after buying an additional 1,512 shares in the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting CrowdStrike

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

Shares of CRWD opened at $428.99 on Friday. The business’s 50-day moving average is $431.56 and its 200-day moving average is $468.58. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.81. The company has a market capitalization of $108.15 billion, a price-to-earnings ratio of -579.71, a P/E/G ratio of 20.82 and a beta of 1.06. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 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 business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the company posted $1.03 earnings per share. The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. Equities research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the transaction, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. The trade was a 4.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer directly owned 2,054,902 shares in the company, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 91,947 shares of company stock worth $41,438,616. Insiders own 3.32% of the company’s stock.

Wall Street Analyst Weigh In

CRWD has been the subject of several research analyst reports. Citigroup cut their price objective on CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company in a report on Wednesday. Loop Capital set a $550.00 price target on shares of CrowdStrike in a research report on Thursday, December 11th. Piper Sandler raised shares of CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price target for the company in a report on Monday, March 2nd. Wedbush reissued an “outperform” rating and issued a $550.00 price target on shares of CrowdStrike in a report on Wednesday. Finally, Daiwa Securities Group raised their price objective on shares of CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $505.98.

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.