CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere Sells 1,630 Shares

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 1,630 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $438.33, for a total transaction of $714,477.90. Following the completion of the transaction, the chief financial officer directly owned 177,484 shares of the company’s stock, valued at approximately $77,796,561.72. The trade was a 0.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.

CrowdStrike Stock Down 3.9%

CRWD traded down $17.12 during trading hours on Tuesday, hitting $421.73. 3,822,592 shares of the company’s stock were exchanged, compared to its average volume of 2,604,879. The firm has a market cap of $106.32 billion, a P/E ratio of -334.71, a price-to-earnings-growth ratio of 27.22 and a beta of 1.03. CrowdStrike has a 12-month low of $298.00 and a 12-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 50 day moving average of $476.87 and a 200 day moving average of $476.77.

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

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights for Application Security Posture Management — an endorsement that supports product leadership and enterprise demand. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Coverage highlights CrowdStrike’s expansion into cloud security and identity protection as a growth driver, reinforcing recurring revenue potential and cross-sell opportunities. This supports ARR durability that investors value in cyber names. Expansion into Cloud Security and Identity Protection Driving Growth
• Neutral Sentiment: The company announced the date for its Q4 & FY2026 results conference call — an event that will likely drive near-term volatility and set the next leg of the stock’s direction. Investors should be positioned for guidance and ARR/renewal commentary. Conference Call Date Announced
• Neutral Sentiment: Multiple analyst-coverage pieces and aggregator articles (Zacks, Yahoo, MSN) are discussing whether CRWD is a buy amid recent weakness — analyst tone appears generally constructive but mixed on valuation, which can lead to divergent short-term reaction from the stock. Is CrowdStrike a Buy?
• Neutral Sentiment: Reported short-interest entries in the feed show zeros/NaN and a 0.0 days-to-cover — the data looks unreliable and shouldn’t be taken as evidence of a significant short squeeze or covering activity. Monitor reliable filings for true positioning changes. (source data entries)
• Negative Sentiment: Headline coverage notes CRWD fell more steeply than the broader market in the latest session, reflecting increased selling pressure and headline-driven flows that can amplify moves in a high-multiple growth name. CRWD Falls More Steeply Than Market
• Negative Sentiment: Analyses and pieces about a “floor test” after a Fortinet upgrade and articles calling out valuation risks suggest sector rotation and competitive/relative-value moves are pressuring the stock — investors sensitive to multiples may be selling into news. Floor Test After Fortinet Upgrade
• Negative Sentiment: Opinion pieces point to a >20% pullback from the 52-week high and debate whether valuation is stretched despite strong growth — that narrative can keep selling pressure as investors re-assess near-term upside vs. risk. Buy Or Fear CRWD Stock At $440?

Institutional Investors Weigh In On CrowdStrike

Several hedge funds have recently modified their holdings of CRWD. Brighton Jones LLC boosted its holdings 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 acquiring an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its holdings in CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after purchasing an additional 169 shares in the last quarter. Patriot Financial Group Insurance Agency LLC acquired a new stake in CrowdStrike in the second quarter valued at about $218,000. Stock Yards Bank & Trust Co. purchased a new stake in CrowdStrike in the 2nd quarter valued at approximately $268,000. Finally, Hennessy Advisors Inc. purchased a new stake in CrowdStrike in the 2nd quarter valued at approximately $142,000. 71.16% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Deutsche Bank Aktiengesellschaft raised their price target on CrowdStrike from $435.00 to $475.00 and gave the stock a “hold” rating in a research note on Wednesday, December 3rd. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. Mizuho set a $540.00 price objective on CrowdStrike in a report on Thursday, January 8th. Finally, TD Cowen reaffirmed a “buy” rating on shares of CrowdStrike in a report on Thursday, January 8th. Thirty-one analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $555.21.

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.