CrowdStrike (NASDAQ:CRWD – Get Free Report) CAO Anurag Saha sold 1,138 shares of CrowdStrike stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $467,786.28. Following the sale, the chief accounting officer directly owned 42,588 shares in the company, valued at approximately $17,506,223.28. The trade was a 2.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.
CrowdStrike Trading Down 4.9%
CRWD opened at $392.99 on Wednesday. The stock has a market capitalization of $99.67 billion, a PE ratio of -531.06, a P/E/G ratio of 18.13 and a beta of 1.06. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The business’s 50 day moving average price is $422.08 and its 200 day moving average price is $469.93.
CrowdStrike (NASDAQ:CRWD – Get Free Report) last posted its 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 return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the firm earned $1.03 earnings per share. The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current year.
Analyst Upgrades and Downgrades
Read Our Latest Report on CrowdStrike
Institutional Trading of CrowdStrike
Several hedge funds have recently made changes to their positions in CRWD. Laurel Wealth Advisors LLC boosted its stake in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares during the period. Norges Bank acquired a new position in shares of CrowdStrike in the fourth quarter valued at approximately $1,699,545,000. Northwestern Mutual Wealth Management Co. increased its stake in CrowdStrike by 310.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock worth $408,989,000 after buying an additional 659,705 shares during the period. Assenagon Asset Management S.A. increased its stake in CrowdStrike by 232.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after buying an additional 499,353 shares during the period. Finally, Employees Provident Fund Board acquired a new stake in CrowdStrike during the 4th quarter worth approximately $216,342,000. Institutional investors and hedge funds own 71.16% of the company’s stock.
Trending Headlines about CrowdStrike
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
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.
Further Reading
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