CrowdStrike (NASDAQ:CRWD) CFO Sells $3,272,604.38 in Stock

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 7,871 shares of CrowdStrike stock in a transaction on Wednesday, February 4th. The stock was 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 approximately $70,521,693.14. This represents a 4.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

CrowdStrike Trading Down 9.2%

Shares of CrowdStrike stock traded down $38.20 during trading hours on Thursday, hitting $377.16. The company’s stock had a trading volume of 6,012,781 shares, compared to its average volume of 2,717,909. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The company has a market capitalization of $95.08 billion, a PE ratio of -299.33, a price-to-earnings-growth ratio of 23.77 and a beta of 1.03. The stock has a 50 day moving average of $472.65 and a 200 day moving average of $475.65.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the business earned $0.93 EPS. CrowdStrike’s revenue for the quarter was up 21.8% compared to the same quarter last year. Analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike signed a memorandum of understanding with Saudi Aramco to support cybersecurity transformation in Saudi Arabia — a potential multi-year commercial opportunity in a large market. CrowdStrike Enters into MoU with Aramco
• Positive Sentiment: CrowdStrike agreed to acquire SGNL for ~$740M to bolster identity security and counter AI-powered threats — strategic product expansion that supports cross-sell of identity and cloud security but could weigh on near-term cash/earnings. CrowdStrike Acquires SGNL
• Positive Sentiment: Some outlets (contrarian buys) are framing the pullback as an opportunity — CNBC highlighted CrowdStrike as unfairly caught in a broader software sell-off, which could attract value-minded buyers. We’re buying this name
• Neutral Sentiment: Coverage and analyst notes are debating valuation vs. growth — several pieces run a valuation check and outline why long-term ARR/cross-sell are supportive, but they also flag that multiples look rich versus near-term growth deceleration. Valuation Check
• Neutral Sentiment: Media mentions (Jim Cramer coverage) note institutional buying in some trusts and highlight both panic selling and long-term software demand — mixed signals for near-term flows. Jim Cramer Highlights Trust Holdings
• Negative Sentiment: Headline-driven selling: several wires note CrowdStrike is being sold harder than the market, contributing to today’s sharp down move as momentum and headline flows amplify price action. Seven Straight Sessions of Losses
• Negative Sentiment: Analyst downgrade and bearish takes: Zacks cut coverage to a more negative stance (cited in multiple feeds), and opinion pieces highlight a >20% pullback from the 52-week high and valuation risk, pressuring sentiment. Zacks Downgrade
• Negative Sentiment: Insider selling: filings show CEO and CFO stock sales (disclosed Form 4 filings), which investors often view negatively during a sell-off even if small relative to holdings. Insider Selling Alerts
• Negative Sentiment: Macro/sector pressure and technical signals: analyst write-ups argue a “floor test” after a competitor upgrade and a 3‑month ~22% slide reflect investor rotation out of high-multiple software names, adding selling momentum. Plunges 22% in 3 Months

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of CRWD. Asset Planning Inc acquired a new position in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Anchor Investment Management LLC bought a new position in CrowdStrike in the third quarter valued at approximately $25,000. Hanson & Doremus Investment Management raised its position in CrowdStrike by 170.0% during the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after purchasing an additional 34 shares in the last quarter. Finally, AlphaQuest LLC acquired a new position in CrowdStrike during the second quarter valued at approximately $26,000. 71.16% of the stock is owned by institutional investors.

Analyst Ratings Changes

CRWD has been the topic of a number of research reports. Mizuho set a $540.00 price target on CrowdStrike in a report on Thursday, January 8th. Sanford C. Bernstein restated a “market perform” rating and issued a $353.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. Wedbush reaffirmed an “outperform” rating and issued a $600.00 target price on shares of CrowdStrike in a research report on Monday, December 1st. Rosenblatt Securities reiterated a “buy” rating and set a $630.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Finally, Macquarie restated a “neutral” rating and issued a $485.00 price target on shares of CrowdStrike in a research note on Tuesday, January 27th. Thirty-one analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $555.21.

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.