Moloney Securities Asset Management LLC Sells 1,634 Shares of CrowdStrike $CRWD

Moloney Securities Asset Management LLC lowered its position in CrowdStrike (NASDAQ:CRWD) by 66.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 815 shares of the company’s stock after selling 1,634 shares during the period. Moloney Securities Asset Management LLC’s holdings in CrowdStrike were worth $400,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of CRWD. Advyzon Investment Management LLC grew its position in CrowdStrike by 142.9% in the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after acquiring an additional 533 shares in the last quarter. Carnegie Investment Counsel boosted its position in CrowdStrike by 6.7% during the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after buying an additional 1,428 shares during the period. Silver Oak Securities Incorporated grew its stake in shares of CrowdStrike by 394.8% during the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after buying an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. increased its holdings in shares of CrowdStrike by 10.9% in the third quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after buying an additional 5,205 shares during the period. Finally, GPS Wealth Strategies Group LLC boosted its holdings in CrowdStrike by 7.3% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after acquiring an additional 1,512 shares during the period. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike Stock Up 4.9%

Shares of NASDAQ:CRWD opened at $395.50 on Monday. The firm has a market capitalization of $99.70 billion, a P/E ratio of -313.89, a P/E/G ratio of 22.63 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The stock has a 50 day moving average price of $470.37 and a 200-day moving average price of $475.17. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate 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%.The firm’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.93 earnings per share. As a group, equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Stifel Nicolaus raised their target price on shares of CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Monday, November 17th. BNP Paribas Exane raised their price target on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a report on Wednesday, December 3rd. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Stephens reiterated an “overweight” rating and set a $590.00 target price on shares of CrowdStrike in a report on Thursday, December 18th. Finally, Citigroup upped their target price on CrowdStrike from $595.00 to $610.00 and gave the company a “buy” rating in a report on Monday, January 12th. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $555.21.

Insider Transactions at CrowdStrike

In related news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Johanna Flower sold 3,000 shares of the company’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 completion of the sale, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by insiders.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Acquisition: CrowdStrike agreed to buy SGNL for about $740M to strengthen identity and identity‑centric defenses against AI threats — expands product footprint and addresses a hot market vertical. CrowdStrike (CRWD) Acquires SGNL For $740M To Support Identity Security Against AI-Powered Threats
• Positive Sentiment: Commercial pipeline: CrowdStrike signed an MoU with Saudi Aramco to advance Saudi Arabia’s cybersecurity transformation — potential large‑scale reference and revenue opportunity in a major market. CrowdStrike Enters into MoU with Aramco to Advance Saudi Arabia’s Cybersecurity Transformation
• Positive Sentiment: Market positioning: Analyst commentary emphasizes CrowdStrike’s leading posture for AI‑era threats — a structural tailwind that supports long‑term growth expectations. CrowdStrike Remains In Prime Position Amid AI ‘Software Apocalypse:’ Analyst
• Neutral Sentiment: Sector dynamics: Tech/SaaS has been sharply weak (broad 30% SaaS decline cited), and marketwide dip‑buying programs are driving today’s bounce rather than company‑specific fundamental news. 3 SaaS Stocks Worth Buying Despite The Meltdown
• Negative Sentiment: Insider selling — CEO George Kurtz sold ~28,853 shares (~$11.9M) and CFO Burt Podbere sold 7,871 shares (~$3.27M) in early February; the size/timing of Form 4s is pressuring sentiment. SEC Form 4 — George Kurtz Sale
• Negative Sentiment: Valuation & growth concerns: Coverage highlights a ~22% 3‑month slide, slowing revenue growth and rising costs — investors are re‑pricing multiple and debating whether recent growth justifies current levels. CrowdStrike Plunges 22% in 3 Months: Time to Hold or Fold the Stock?
• Negative Sentiment: Short‑term technical pressure: multiple days of declines and headlines about consecutive losing sessions are amplifying volatility and making short‑term momentum unfavorable. CrowdStrike on track to log seventh straight session of losses

CrowdStrike 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.