California Public Employees Retirement System Buys 14,363 Shares of CrowdStrike $CRWD

California Public Employees Retirement System raised its stake in CrowdStrike (NASDAQ:CRWD) by 3.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 410,856 shares of the company’s stock after buying an additional 14,363 shares during the quarter. California Public Employees Retirement System’s holdings in CrowdStrike were worth $201,476,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. Brighton Jones LLC grew its holdings 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 buying an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its position in CrowdStrike by 3.6% in the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after buying an additional 169 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in CrowdStrike by 31.1% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 699,266 shares of the company’s stock valued at $356,143,000 after acquiring an additional 165,911 shares in the last quarter. Foundations Investment Advisors LLC lifted its stake in CrowdStrike by 13.3% during the 2nd quarter. Foundations Investment Advisors LLC now owns 6,213 shares of the company’s stock valued at $3,164,000 after acquiring an additional 728 shares in the last quarter. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its holdings in CrowdStrike by 8.4% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 61,087 shares of the company’s stock worth $31,112,000 after acquiring an additional 4,759 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Up 0.1%

CRWD opened at $441.78 on Monday. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company’s 50-day moving average price is $428.62 and its two-hundred day moving average price is $470.00. The stock has a market cap of $112.04 billion, a price-to-earnings ratio of -596.99, a PEG ratio of 19.38 and a beta of 1.07. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the business posted $1.03 EPS. CrowdStrike’s quarterly revenue was up 23.8% compared to the same quarter last year. As a group, equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts have recently issued reports on CRWD shares. Citizens Jmp reiterated a “market outperform” rating and issued a $500.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Sanford C. Bernstein boosted their price target on shares of CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a report on Wednesday, March 4th. Susquehanna upped their price objective on shares of CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a research report on Wednesday, December 3rd. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. Finally, Morgan Stanley raised shares of CrowdStrike from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $487.00 to $510.00 in a research report on Tuesday, March 10th. One 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $506.26.

Insiders Place Their Bets

In other CrowdStrike news, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the sale, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the transaction, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. This represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 90,024 shares of company stock valued at $40,424,241. Company insiders own 3.32% of the company’s stock.

Key CrowdStrike News

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.)

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.