CrowdStrike $CRWD Shares Purchased by APG Asset Management N.V.

APG Asset Management N.V. grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 6.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 155,783 shares of the company’s stock after purchasing an additional 9,600 shares during the period. APG Asset Management N.V.’s holdings in CrowdStrike were worth $76,393,000 as of its most recent SEC filing.

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

Analyst Ratings Changes

Several research firms have commented on CRWD. UBS Group boosted their price target on shares of CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. JPMorgan Chase & Co. lowered their price target on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, Wedbush reissued an “outperform” rating and issued a $600.00 price objective on shares of CrowdStrike in a research report on Monday, December 1st. Thirty research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and an average target price of $528.74.

Insider Buying and Selling

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the transaction, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. This trade represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 over the last ninety days. Company insiders own 3.32% of the company’s stock.

Key Headlines Impacting CrowdStrike

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

CrowdStrike Stock Down 2.4%

CRWD stock opened at $371.98 on Friday. The stock has a market cap of $93.78 billion, a P/E ratio of -295.22, a PEG ratio of 20.93 and a beta of 1.03. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company’s 50 day moving average is $438.69 and its two-hundred day moving average is $469.57.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.93 EPS. Research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.