CrowdStrike (NASDAQ:CRWD) CEO Sells $13,145,150.20 in Stock

CrowdStrike (NASDAQ:CRWD) CEO George Kurtz sold 31,915 shares of the stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.88, for a total value 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. The trade was a 1.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link.

George Kurtz also recently made the following trade(s):

• On Wednesday, February 4th, George Kurtz sold 28,853 shares of CrowdStrike stock. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53.
• On Monday, February 2nd, George Kurtz sold 6,777 shares of CrowdStrike stock. The shares were sold at an average price of $438.60, for a total value of $2,972,392.20.

CrowdStrike Stock Performance

CrowdStrike stock opened at $392.99 on Wednesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The stock has a fifty day moving average price of $422.08 and a two-hundred day moving average price of $469.93. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The firm has a market capitalization of $99.67 billion, a P/E ratio of -531.06, a P/E/G ratio of 18.13 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the previous year, the company earned $1.03 EPS. The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike launched multiple AI-centric product suites (Agentic MDR, Falcon Data Security, adversary-informed cloud risk prioritization) that reinforce its positioning as an AI-native security platform; these are clear long-term revenue and upsell catalysts. Adversary-Informed Cloud Risk Prioritization
• Positive Sentiment: CrowdStrike introduced Agentic MDR and Flex for Services to monetize managed services and flexible consumption — a move that can expand ARR and attach high-margin services to the Falcon platform. Flex for Services
• Positive Sentiment: Integration wins and partnerships — notably Falcon Next‑Gen SIEM support for Microsoft Defender — help crowdstrike broaden TAM and ease enterprise adoption friction. Microsoft Defender integration
• Neutral Sentiment: Short‑interest data reports for March appear inconsistent (zeros/NaN across feeds), so published “big increase” headlines may be noisy — treat short‑interest signals cautiously.
• Negative Sentiment: Today’s sell‑off looks driven more by sector rotation: risk‑off sentiment in high‑multiple software and fears that AI tools (and large cloud players) could pressure pricing and growth expectations for premium security vendors. QuiverQuant analysis
• Negative Sentiment: News and chatter about third‑party AI automation (e.g., Amazon) raising questions about the SaaS model and enterprise AI spend has added to near‑term pressure. Benzinga coverage
• Negative Sentiment: Analyst price‑target trims on expensive software multiples and visible insider selling/portfolio reshuffling among large institutions have incrementally weighed on sentiment, making CRWD more sensitive to market pullbacks. Insider & analyst notes

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Asset Planning Inc bought a new stake in shares of CrowdStrike during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike in the third quarter valued at about $25,000. Anchor Investment Management LLC acquired a new stake in CrowdStrike in the third quarter worth about $25,000. Hanson & Doremus Investment Management raised its holdings in CrowdStrike by 170.0% during the 4th quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after purchasing an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new stake in CrowdStrike during the 4th quarter worth about $25,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on CRWD. Mizuho dropped their price objective on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. JPMorgan Chase & Co. decreased their price target on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. TD Cowen dropped their price target on CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Zacks Research upgraded CrowdStrike from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 3rd. Finally, Truist Financial reduced their price objective on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $506.26.

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.