Mcdonald Partners LLC Lowers Position in CrowdStrike $CRWD

Mcdonald Partners LLC cut its stake in shares of CrowdStrike (NASDAQ:CRWD) by 65.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 961 shares of the company’s stock after selling 1,857 shares during the period. Mcdonald Partners LLC’s holdings in CrowdStrike were worth $471,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Asset Planning Inc bought a new position in shares of CrowdStrike during the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in CrowdStrike in the 3rd quarter worth about $25,000. AlphaQuest LLC bought a new stake in CrowdStrike in the 2nd quarter worth about $26,000. Howard Hughes Medical Institute purchased a new stake in CrowdStrike in the 2nd quarter valued at about $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in shares of CrowdStrike during the 3rd quarter worth approximately $27,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. This trade represents a 1.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction that occurred on Wednesday, February 4th. The shares were 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 owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,247 shares of company stock worth $45,722,274 in the last ninety days. Insiders own 3.32% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

CrowdStrike Stock Up 1.7%

CRWD stock opened at $391.42 on Wednesday. The stock has a fifty day moving average of $434.98 and a 200-day moving average of $469.29. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a market capitalization of $98.68 billion, a price-to-earnings ratio of -310.65, a PEG ratio of 21.65 and a beta of 1.06. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. The business 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 2.12% and a negative net margin of 6.88%.The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period in the previous year, the business posted $1.03 EPS. As a group, equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on CRWD. Mizuho reduced their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. Macquarie Infrastructure reissued a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a research report on Tuesday, January 27th. Argus upped their price objective on CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Citigroup raised their target price on CrowdStrike from $595.00 to $610.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Finally, Stephens set a $465.00 price target on shares of CrowdStrike in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have issued a Hold rating and three have issued 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 price target of $520.43.

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.