American Century Companies Inc. Reduces Stake in CrowdStrike $CRWD

American Century Companies Inc. reduced its stake in shares of CrowdStrike (NASDAQ:CRWD) by 8.3% in the third quarter, Holdings Channel reports. The fund owned 523,961 shares of the company’s stock after selling 47,308 shares during the quarter. American Century Companies Inc.’s holdings in CrowdStrike were worth $256,940,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Brighton Jones LLC raised its stake in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after buying an additional 2,417 shares during the period. Empowered Funds LLC increased its holdings in CrowdStrike by 3.6% in the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after acquiring an additional 169 shares during the last quarter. Hunter Associates Investment Management LLC bought a new stake in CrowdStrike in the 2nd quarter valued at about $284,000. AlphaQuest LLC purchased a new stake in CrowdStrike during the second quarter valued at about $26,000. Finally, Keybank National Association OH lifted its holdings in CrowdStrike by 13.1% during the second quarter. Keybank National Association OH now owns 6,679 shares of the company’s stock valued at $3,402,000 after purchasing an additional 775 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike Price Performance

CrowdStrike stock opened at $371.98 on Friday. The stock has a market cap of $93.78 billion, a price-to-earnings ratio of -295.22, a PEG ratio of 20.93 and a beta of 1.03. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The business has a 50-day simple moving average of $438.69 and a 200 day simple moving average of $469.57. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the company posted $0.93 EPS. The company’s revenue for the quarter was up 21.8% on a year-over-year basis. On average, research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at $70,521,693.14. The trade was a 4.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Anurag Saha sold 836 shares of the stock in a transaction on Wednesday, December 24th. The stock was 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 directly owned 43,726 shares in the company, valued at $20,849,868.58. The trade was a 1.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,247 shares of company stock valued at $45,722,274 over the last quarter. Company insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Needham & Company LLC lifted their target price on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the stock a “buy” rating in a report on Friday, January 9th. Rosenblatt Securities reduced their price objective on shares of CrowdStrike from $630.00 to $555.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Cantor Fitzgerald reduced their price target on CrowdStrike from $590.00 to $520.00 and set an “overweight” rating for the company in a research report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on CrowdStrike from $435.00 to $475.00 and gave the company a “hold” rating in a research note on Wednesday, December 3rd. Thirty research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $528.74.

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.