CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere Sells 10,516 Shares of Stock

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 10,516 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.

CrowdStrike Trading Down 0.9%

Shares of CRWD opened at $478.84 on Wednesday. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $120.72 billion, a P/E ratio of -380.03, a PEG ratio of 116.21 and a beta of 1.09. The firm’s 50-day moving average is $514.72 and its two-hundred day moving average is $482.61.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate 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 period last year, the firm earned $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, research analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on CRWD. KeyCorp raised their price target on CrowdStrike from $510.00 to $570.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. BTIG Research reissued a “buy” rating and issued a $640.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Canaccord Genuity Group lifted their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the stock a “hold” rating in a research report on Wednesday, December 3rd. Barclays upped their price target on shares of CrowdStrike from $515.00 to $610.00 and gave the company an “overweight” rating in a report on Friday, November 14th. Finally, Oppenheimer lifted their price objective on CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $555.10.

Institutional Trading of CrowdStrike

Several hedge funds and other institutional investors have recently bought and sold shares of CRWD. Brighton Jones LLC boosted its holdings in shares of 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 last quarter. Wellington Management Group LLP lifted its position in CrowdStrike by 30.2% during the first quarter. Wellington Management Group LLP now owns 12,092 shares of the company’s stock worth $4,263,000 after buying an additional 2,807 shares during the period. Compound Planning Inc. boosted its stake in CrowdStrike by 3.3% in the 1st quarter. Compound Planning Inc. now owns 2,407 shares of the company’s stock worth $849,000 after buying an additional 76 shares during the last quarter. Sax Wealth Advisors LLC purchased a new stake in CrowdStrike in the 1st quarter valued at about $264,000. Finally, Smartleaf Asset Management LLC increased its stake in shares of CrowdStrike by 34.8% during the 1st quarter. Smartleaf Asset Management LLC now owns 1,397 shares of the company’s stock valued at $499,000 after acquiring an additional 361 shares during the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Company momentum: Recent coverage and analyst write-ups highlight exceptional ARR and Net New ARR growth (including large improvements from Falcon Flex) and raised ARR guidance that underline durable subscription expansion. CrowdStrike: My Cybersecurity Pick For 2026
• Positive Sentiment: Partnerships as growth levers: Expanded AWS integration and deals with system integrators (Deloitte, Wipro) should speed Falcon adoption, which can convert trials into recurring revenue and larger, stickier deals. CrowdStrike Looks Unstoppable—But Has the Market Priced It In?
• Positive Sentiment: Analyst/sector bullishness: Industry pieces (Zacks, others) place CrowdStrike among top cybersecurity picks as enterprises lift spending to protect cloud/AI systems — a structural tailwind for CRWD. 3 Cybersecurity Stocks to Protect the Digital World in 2026
• Neutral Sentiment: Valuation debate / consolidation: Multiple pieces note CrowdStrike’s strong results but caution that much of the company’s growth may already be priced in, and the stock is consolidating after recent highs. This is more of a mixed/market-perception factor than a direct operational problem. CrowdStrike Stock Can’t Catch a Break—Even After a Blowout Quarter
• Negative Sentiment: Insider selling by top executives: CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and CAO Anurag Saha disclosed sales totaling tens of thousands of shares on Dec. 22 — sizeable dollar amounts that can be perceived as profit-taking and may pressure sentiment. (CEO SEC filing) CEO Form 4 (CFO) CFO Form 4 (President) President Form 4 (CAO) CAO Form 4
• Negative Sentiment: Technical/market-pressure: The stock has slipped below the 50‑day moving average and faces near-term consolidation; with valuation already stretched, that technical break combined with profit-taking increases downside pressure until buyers reassert confidence. MarketBeat technical discussion

CrowdStrike Company 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.