BIT Capital GmbH Increases Stock Holdings in CrowdStrike $CRWD

BIT Capital GmbH grew its holdings in CrowdStrike (NASDAQ:CRWD) by 162.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,326 shares of the company’s stock after purchasing an additional 2,676 shares during the quarter. BIT Capital GmbH’s holdings in CrowdStrike were worth $2,121,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Asset Planning Inc purchased a new stake in shares of CrowdStrike during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike in the third quarter valued at $25,000. AlphaQuest LLC acquired a new position in CrowdStrike during the 2nd quarter worth $26,000. Howard Hughes Medical Institute purchased a new stake in CrowdStrike during the 2nd quarter worth about $27,000. Finally, Pinnacle Bancorp Inc. acquired a new stake in CrowdStrike in the 3rd quarter valued at about $27,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, President Michael Sentonas sold 11,461 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. This represents a 3.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the transaction, the chief accounting officer owned 43,726 shares in the company, valued at approximately $20,849,868.58. This represents a 1.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by insiders.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Integration and product distribution wins — CrowdStrike announced an integration with Qualtrics to secure employee experience data, a product tie-up that supports cross‑sell opportunities for Falcon modules. CrowdStrike (CRWD) Teams Up With Qualtrics To Secure Employee Experience Data
• Positive Sentiment: Expanded distribution via Microsoft Marketplace — Falcon is now purchasable on Microsoft Marketplace using Azure consumption commitments, which should simplify procurement and could accelerate deployments for Azure customers. Microsoft and CrowdStrike Announce the Falcon Platform Now Available on Microsoft Marketplace
• Positive Sentiment: Positive investor narratives around AI and platform consolidation — Commentary from The Motley Fool and Jim Cramer highlight durable cybersecurity demand tied to AI buildouts and CrowdStrike’s platform-led opportunity, supporting a buy‑on‑weakness thesis. Down 22%, Should You Buy CrowdStrike Stock on the Dip Before March 3? Jim Cramer Believes Crowdstrike (CRWD) Shouldn’t Be Afraid of Anthropic
• Neutral Sentiment: Short‑interest data appears anomalous — a February read shows zero short interest/0 days-to-cover, which likely reflects a reporting/data issue rather than a market signal. Monitor for corrected filings. (internal data entry)
• Neutral Sentiment: Market commentary frames CRWD as a “prove‑it” name into earnings — multiple pieces debate buy‑the‑dip vs. stretched valuation, making March 3 results a near‑term catalyst for direction. CRWD Stock: Buy the Dip or Beware the Valuation?
• Negative Sentiment: Analyst downgrades and price‑target cuts — Mizuho trimmed its price target to $490 and at least one analyst downgrade has pressured sentiment, contributing to recent share weakness. Mizuho Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $490.00 CrowdStrike (NASDAQ:CRWD) Shares Down 3.6% After Analyst Downgrade
• Negative Sentiment: Competitive and growth‑momentum concerns — analyst pieces comparing CrowdStrike to faster‑growing or cheaper peers (e.g., Allot) highlight margin for disappointment if ARR deceleration or platform share loss shows up in earnings. CrowdStrike vs Allot: Which Cybersecurity Stock Has an Edge Right Now?

CrowdStrike Price Performance

Shares of CRWD opened at $422.14 on Friday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The stock has a market cap of $106.42 billion, a PE ratio of -335.03, a price-to-earnings-growth ratio of 23.79 and a beta of 1.03. 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 firm has a fifty day moving average price of $452.77 and a 200 day moving average price of $472.24.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter last year, the company posted $0.93 earnings per share. The business’s quarterly revenue was up 21.8% compared to the same quarter last year. As a group, sell-side analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analysts Forecast Growth

CRWD has been the subject of a number of analyst reports. Piper Sandler boosted their price objective on CrowdStrike from $450.00 to $520.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Arete Research set a $706.00 price target on shares of CrowdStrike in a research note on Tuesday, October 28th. BNP Paribas Exane increased their price objective on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Cantor Fitzgerald restated an “overweight” rating on shares of CrowdStrike in a report on Monday, February 9th. Finally, HSBC lifted their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and a consensus price target of $550.09.

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.