Ossiam Sells 1,857 Shares of CrowdStrike $CRWD

Ossiam trimmed its stake in CrowdStrike (NASDAQ:CRWD) by 1.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 147,494 shares of the company’s stock after selling 1,857 shares during the quarter. CrowdStrike accounts for 0.9% of Ossiam’s portfolio, making the stock its 14th biggest position. Ossiam’s holdings in CrowdStrike were worth $72,328,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of CRWD. Asset Planning Inc purchased a new position in shares of CrowdStrike during the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in CrowdStrike in the third quarter worth about $25,000. Howard Hughes Medical Institute purchased a new stake in CrowdStrike in the second quarter worth about $27,000. Pinnacle Bancorp Inc. bought a new stake in CrowdStrike during the 3rd quarter valued at approximately $27,000. Finally, Texas Capital Bancshares Inc TX bought a new stake in CrowdStrike during the 3rd quarter valued at approximately $31,000. Institutional investors own 71.16% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades lift sentiment — DZ Bank and Morgan Stanley raised ratings or reiterated bullish views this week, and market commentary notes Morgan Stanley is “doubling down” on CrowdStrike, supporting near-term demand for the stock. CrowdStrike Stock Rating Upgraded by DZ Bank Morgan Stanley Is Doubling Down on CrowdStrike
• Positive Sentiment: Strategic product integration with AI browser providers — CrowdStrike announced Falcon Cyber Shield integration into Perplexity’s Comet AI browser (Comet Enterprise), expanding Falcon’s addressable market in AI-native tooling and addressing AI-enabled threat vectors. That partnership is a tangible revenue/expansion catalyst as enterprises adopt AI. CrowdStrike and Perplexity Partner
• Positive Sentiment: Positive media/analyst narratives on momentum and AI leadership — several outlets (Zacks, MSN, The Motley Fool) profile CrowdStrike as a top momentum/AI-security name vs. peers (e.g., Palo Alto Networks), which can attract growth-oriented flows. Why CrowdStrike is a Top Momentum Stock (MSN) CrowdStrike vs. Palo Alto Networks (Fool)
• Neutral Sentiment: Short-interest data reported this week appears inconsistent or erroneous (sources show zero shares/NaN changes and 0.0 days to cover), so there’s no clear short-squeeze signal to factor into near-term price moves. (Data anomaly noted 3/11–3/12.)
• Negative Sentiment: Valuation and profitability remain potential headwinds — CrowdStrike trades at a very high market cap and currently shows negative trailing P/E metrics, which could temper upside if growth slows or guidance disappoints. (Investors should weigh upgrades/partnerships against valuation risk.)

CrowdStrike Trading Up 0.1%

NASDAQ:CRWD opened at $441.78 on Friday. The company’s 50 day moving average price is $428.62 and its 200-day moving average price is $469.31. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a market cap of $112.04 billion, a price-to-earnings ratio of -596.99, a PEG ratio of 19.37 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.03 EPS. On average, equities research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

CRWD has been the subject of several research reports. Mizuho decreased their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research report on Tuesday, February 17th. Barclays dropped their price target on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. Sanford C. Bernstein upped their price target on CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research note on Wednesday, March 4th. Stifel Nicolaus decreased their price objective on CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Finally, Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price objective for the company in a research report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $506.26.

Insiders Place Their Bets

In other news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 90,024 shares of company stock worth $40,424,241. 3.32% of the stock is owned by corporate insiders.

CrowdStrike 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.