CrowdStrike (NASDAQ:CRWD) Stock Price Down 1.8% Following Insider Selling

Shares of CrowdStrike (NASDAQ:CRWD) traded down 1.8% on Wednesday after an insider sold shares in the company. The company traded as low as $383.50 and last traded at $385.86. 3,116,357 shares traded hands during trading, a decline of 21% from the average session volume of 3,966,911 shares. The stock had previously closed at $392.99.

Specifically, CFO Burt W. Podbere sold 15,918 shares of CrowdStrike stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the transaction, the chief financial officer directly owned 195,523 shares in the company, valued at approximately $80,252,415.35. The trade was a 7.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO George Kurtz sold 31,915 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were 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 disclosure for this sale is available in the SEC filing. In other CrowdStrike news, President Michael Sentonas sold 19,367 shares of the stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $411.06, for a total value of $7,960,999.02. Following the completion of the sale, the president directly owned 406,944 shares in the company, valued at $167,278,400.64. This represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Stephens lifted their price objective on CrowdStrike from $465.00 to $490.00 and gave the company an “overweight” rating in a report on Wednesday, March 4th. BNP Paribas Exane dropped their target price on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Wednesday, March 4th. Canaccord Genuity Group cut their price target on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. Truist Financial reduced their price target on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. Finally, Loop Capital set a $550.00 price objective on shares of CrowdStrike in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike introduced the Charlotte AI AgentWorks ecosystem and several Falcon AI capabilities (Agentic MDR, Falcon Data Security) aimed at making Falcon an AI‑centric security OS — a potential revenue‑mix and retention uplift through higher‑value services and platform lock‑in. Charlotte AI AgentWorks
• Positive Sentiment: Expanded integrations with IBM (integrating Charlotte AI with IBM’s ATOM) should accelerate agentic SOC deployments and increase channel reach into large enterprise SOCs. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: Deeper collaboration with Intel to optimize Falcon for AI‑powered PCs broadens endpoint coverage as AI workloads shift to devices — helps address a growing attack surface and reinforces product relevance. CrowdStrike and Intel Collaboration
• Neutral Sentiment: CrowdStrike’s ecosystem moves (AWS, NVIDIA, OpenAI, Anthropic partners) and startup accelerator (winner: Jazz) add strategic validation and PR but are unlikely to move near‑term fundamentals materially. CrowdStrike and AWS Announce Jazz as the Winner
• Negative Sentiment: Significant insider selling was disclosed (CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and others sold stock on March 23). Large executive sales amplify headline risk and can pressure sentiment even if driven by personal liquidity needs. SEC Form 4 (Kurtz sale)
• Negative Sentiment: Valuation and technicals remain headwinds: CRWD still trades at a premium to peers on growth expectations and sits below short‑term moving averages, leaving the stock exposed to rotation out of high‑multiple software names and any analyst target cuts. CrowdStrike Stock Outlook

CrowdStrike Stock Up 1.8%

The stock’s fifty day moving average price is $419.34 and its 200-day moving average price is $468.81. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $99.57 billion, a price-to-earnings ratio of -530.56, a P/E/G ratio of 16.93 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The firm’s revenue was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.03 earnings per share. On average, sell-side analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Hedge Funds Weigh In On CrowdStrike

A number of large investors have recently modified their holdings of CRWD. Brighton Jones LLC increased its position in shares of CrowdStrike by 44.9% during the 4th 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 last quarter. Empowered Funds LLC boosted its holdings in shares of 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. Advisors Asset Management Inc. grew its stake in shares of CrowdStrike by 15.0% in the second quarter. Advisors Asset Management Inc. now owns 3,488 shares of the company’s stock valued at $1,776,000 after buying an additional 455 shares in the last quarter. Associated Banc Corp acquired a new position in CrowdStrike during the second quarter worth $201,000. Finally, Maia Wealth LLC acquired a new position in CrowdStrike during the second quarter worth $260,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

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.