CrowdStrike (NASDAQ:CRWD) Shares Down 1.8% After Insider Selling

CrowdStrike (NASDAQ:CRWD)’s share price was down 1.8% on Wednesday after an insider sold shares in the company. The company traded as low as $383.50 and last traded at $385.86. Approximately 3,116,357 shares were traded during trading, a decline of 21% from the average daily volume of 3,966,911 shares. The stock had previously closed at $392.99.

Specifically, CFO Burt W. Podbere sold 15,918 shares of the stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the completion of the transaction, the chief financial officer owned 195,523 shares in the company, valued at approximately $80,252,415.35. This represents a 7.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO George Kurtz sold 31,915 shares of the firm’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $411.88, for a total transaction of $13,145,150.20. Following the completion of the transaction, the chief executive officer directly owned 2,162,415 shares of the company’s stock, valued at approximately $890,655,490.20. This trade represents a 1.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In other CrowdStrike news, President Michael Sentonas sold 19,367 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the sale, the president directly owned 406,944 shares of the company’s stock, valued at $167,278,400.64. The trade was a 4.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link.

Analysts Set New Price Targets

CRWD has been the subject of a number of recent research reports. Susquehanna raised their price objective on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a report on Wednesday, December 3rd. Deutsche Bank Aktiengesellschaft dropped their target price on CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a report on Wednesday, March 4th. BMO Capital Markets lowered their price target on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 4th. The Goldman Sachs Group cut their price objective on CrowdStrike from $564.00 to $500.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. Finally, Barclays decreased their target price on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $506.26.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Launched Agentic MDR — CrowdStrike introduced Agentic MDR to automate detection, investigation and response at machine speed, reinforcing its strategy to sell higher‑margin, AI‑driven managed services that can expand ARR and stickier customer relationships. CrowdStrike Delivers Agentic MDR to Stop Breaches at Machine Speed
• Positive Sentiment: Introduced Falcon Data Security and cloud risk prioritization — New Falcon Data Security and adversary‑informed cloud risk features aim to address data theft and cloud exposure tied to AI workloads, supporting cross‑sell into existing Falcon customers. CrowdStrike Introduces Falcon Data Security to Stop Data Theft Across the Agentic Enterprise
• Positive Sentiment: Expanded Intel partnership for AI PCs — CrowdStrike said it will optimize Falcon for Intel‑powered AI PCs, positioning the company to protect on‑device AI workloads as endpoints become a larger attack surface. This further validates enterprise demand for AI‑native endpoint protection. CrowdStrike Expands Strategic Collaboration With Intel to Secure the Next Generation of AI PCs
• Positive Sentiment: Commercial momentum: ARR milestone — Analysts and coverage pieces note CrowdStrike recently surpassed ~$5B in ARR, underscoring durable demand and giving fundamental support for long‑term growth expectations. CrowdStrike Just Crossed $5 Billion in Annual Recurring Revenue
• Neutral Sentiment: Launched Charlotte AI AgentWorks ecosystem — New no‑code platform to build and orchestrate secure AI agents with major partners (OpenAI, Anthropic, AWS, NVIDIA, etc.). Important for roadmap but longer‑term monetization remains to be proven. CrowdStrike Launches the Charlotte AI AgentWorks Ecosystem for Building Secure Agents
• Neutral Sentiment: RSA program and startup accelerator PR — CrowdStrike and AWS named Jazz the accelerator winner (NVIDIA Inception support). Good for ecosystem positioning but minimal near‑term revenue impact. CrowdStrike and AWS Announce Jazz as the Winner of the 2026 Cybersecurity Startup Accelerator, Supported by NVIDIA Inception
• Negative Sentiment: Insider selling — Multiple executives (CEO, CFO, President, CAO) disclosed large share sales this week, which can create short‑term selling pressure and feed negative sentiment even if sales are for diversification or tax planning. SEC Form 4 — George Kurtz sale
• Negative Sentiment: Sector/valuation pressure — Coverage and market notes point to a rotation out of expensive software/cyber names and worries that generative‑AI security tools could commoditize parts of detection, trimming sentiment on high‑multiple names like CRWD. CrowdStrike slides as high‑multiple software sentiment weakens and AI‑disruption fears linger
• Negative Sentiment: Near‑term headlines driving selling — News aggregators flagged broader software weakness and reports about competing AI automation tools (e.g., Amazon), which likely contributed to intraday selling. Why Is CrowdStrike Stock Falling Tuesday?

CrowdStrike Price Performance

The business has a fifty day moving average of $422.08 and a two-hundred day moving average of $469.93. 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 firm has a market capitalization of $97.86 billion, a price-to-earnings ratio of -521.43, a price-to-earnings-growth ratio of 18.13 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating 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 business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter last year, the firm posted $1.03 EPS. The company’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Asset Planning Inc acquired a new position in shares of CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in CrowdStrike in the 3rd quarter valued at $25,000. Anchor Investment Management LLC acquired a new position in CrowdStrike in the 3rd quarter valued at $25,000. Logan Capital Management Inc. bought a new position in CrowdStrike during the 3rd quarter worth $26,000. Finally, Howard Hughes Medical Institute bought a new position in CrowdStrike during the 2nd quarter worth $27,000. Institutional investors and hedge funds 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.