Robinhood Asset Management LLC Buys Shares of 17,338 CrowdStrike $CRWD

Robinhood Asset Management LLC purchased a new position in CrowdStrike (NASDAQ:CRWD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 17,338 shares of the company’s stock, valued at approximately $8,128,000.

A number of other large investors also recently modified their holdings of CRWD. Disciplined Equity Management Inc. lifted its holdings in CrowdStrike by 0.8% in the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after purchasing an additional 20 shares during the period. TD Private Client Wealth LLC increased its stake in CrowdStrike by 6.4% during the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after buying an additional 20 shares during the period. Financially Speaking Inc raised its position in shares of CrowdStrike by 26.7% during the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after buying an additional 20 shares in the last quarter. Catalyst Financial Partners LLC raised its position in shares of CrowdStrike by 1.6% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after buying an additional 20 shares in the last quarter. Finally, Fire Capital Management LLC lifted its stake in shares of CrowdStrike by 1.7% in the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after acquiring an additional 21 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Stock Down 0.1%

NASDAQ:CRWD opened at $398.61 on Tuesday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The firm has a market capitalization of $101.09 billion, a price-to-earnings ratio of -538.65, a PEG ratio of 17.51 and a beta of 1.07. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The business’s fifty day moving average price is $410.52 and its 200 day moving average price is $466.59.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.02. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The business’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.03 EPS. On average, sell-side analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike declared that its Board of Directors has authorized a stock repurchase program on Monday, April 6th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the company to repurchase up to 0.5% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board of directors believes its stock is undervalued.

Insider Transactions at CrowdStrike

In other news, CAO Anurag Saha sold 1,138 shares of the business’s stock in a transaction 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 transaction, the chief accounting officer directly owned 42,588 shares in the company, valued at $17,506,223.28. The trade was a 2.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the transaction, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 68,636 shares of company stock worth $28,690,657. 3.32% of the stock is owned by company insiders.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s board approved an additional $500 million repurchase, bringing the total authorized buyback to $1.5 billion — a direct capital-allocation move that typically supports the stock by reducing float and signalling management’s view that shares are undervalued. CrowdStrike Expands Buyback Authorization To $1.5 Billion After Record Q4 FY26
• Positive Sentiment: Management tied the buyback to AI tailwinds and long-term ARR ambition (CFO cited AI-driven demand and a $20B ARR goal by FY36), reinforcing the narrative that CrowdStrike sees durable growth ahead — a catalyst for growth-oriented investors. CrowdStrike Unveils $500 Million Buyback Boost
• Positive Sentiment: CrowdStrike’s Falcon Complete was named a “Customers’ Choice” in Gartner Peer Insights’ 2026 Voice of the Customer for Managed Detection and Response (98% willingness-to-recommend), bolstering commercial credibility and customer retention arguments for revenue durability. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Neutral Sentiment: Analyst commentary and coverage note the buyback comes as the stock trades nearer recent lows and after a strong Q4; some firms keep constructive ratings (Moderate Buy / ~$505 PT) but the shares still face valuation and macro-sentiment headwinds. CrowdStrike (CRWD) Boosts Share Buyback to $1.5B as Stock Trades Near Lows

Analysts Set New Price Targets

Several brokerages recently commented on CRWD. Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 target price on the stock in a report on Monday, March 2nd. The Goldman Sachs Group lowered their target price on CrowdStrike from $564.00 to $500.00 and set a “buy” rating on the stock in a report on Wednesday, March 4th. Stephens boosted their price target on shares of CrowdStrike from $465.00 to $490.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. Barclays reduced their price objective on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research report on Friday, February 20th. Finally, Evercore lowered their price objective on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus price target of $504.98.

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.