CrowdStrike $CRWD Shares Sold by Glynn Capital Management LLC

Glynn Capital Management LLC trimmed its stake in shares of CrowdStrike (NASDAQ:CRWD) by 38.3% during the third quarter, Holdings Channel reports. The institutional investor owned 28,332 shares of the company’s stock after selling 17,574 shares during the period. CrowdStrike makes up about 4.4% of Glynn Capital Management LLC’s holdings, making the stock its 12th largest position. Glynn Capital Management LLC’s holdings in CrowdStrike were worth $13,893,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Asset Planning Inc acquired a new stake in CrowdStrike in the third quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of CrowdStrike in the 3rd quarter worth $25,000. AlphaQuest LLC bought a new stake in shares of CrowdStrike in the 2nd quarter worth $26,000. Howard Hughes Medical Institute acquired a new stake in shares of CrowdStrike in the second quarter valued at $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in CrowdStrike during the third quarter valued at about $27,000. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: High-profile endorsements and bullish analyst notes are supporting sentiment — Jim Cramer said he “stands by” CrowdStrike, reinforcing investor confidence ahead of earnings. Jim Cramer Says “I Stand By CrowdStrike”
• Positive Sentiment: Piper Sandler and other bulls argue the AI-driven selloff is overdone and see sizable upside, framing CrowdStrike as a beneficiary of rising cybersecurity demand tied to AI adoption. CrowdStrike ticks up as Piper Sandler upgrades after AI-driven sell-off
• Positive Sentiment: JPMorgan highlights Falcon Flex adoption as a key growth driver, a fundamental positive note that underpins medium‑term revenue potential. JPMorgan Highlights Falcon Flex Adoption as Key Driver for CrowdStrike
• Neutral Sentiment: Q4 earnings are due after the close — expectations and guidance will likely drive the next leg of the move; the market is focused on revenue, ARR/Falcon adoption metrics and AI commentary from management. Crowdstrike Is Focusing on AI Disruption Risks. Earnings Are Today.
• Neutral Sentiment: Options traders are pricing roughly an ~8% implied move for the print, indicating elevated volatility and that a beat/miss could trigger sizeable intraday swings. CrowdStrike (CRWD) Q4 Earnings Today: Options Market Braces for an 7.98% Swing
• Neutral Sentiment: Analyst coverage is active and mixed: some firms trimmed price targets but kept Buy/Overweight ratings (BTIG, Jefferies, JPMorgan), while others trimmed targets and shifted to Neutral (Robert W. Baird) — the net effect is continued debate over near‑term valuation. Analyst notes and price target moves
• Negative Sentiment: Geopolitical risk — futures fell after news of Strait of Hormuz closure — is pressuring broad risk assets and could weigh on CrowdStrike despite company‑specific positives. Stock Market Today: Dow Jones, S&P 500 Futures Plunge After Closure Of Strait Of Hormuz—Coherent, Credo Technology, CrowdStrike In Focus
• Negative Sentiment: Market narrative around “AI disruption” has already pressured the stock and could amplify downside if management signals margin/competitive risk from AI advances. CrowdStrike Q4 Preview: ‘Expect Volatility’ As AI Disruption Trade Roils Shares, Expert Says

Insider Buying and Selling

In related news, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. This trade represents a 4.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 100,247 shares of company stock worth $45,722,274. Insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on CRWD. Jefferies Financial Group cut their price target on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a report on Friday. JPMorgan Chase & Co. cut their target price on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research note on Wednesday, February 25th. Berenberg Bank set a $600.00 target price on shares of CrowdStrike and gave the stock a “buy” rating in a report on Friday, January 9th. HSBC upped their price target on CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a report on Thursday, December 4th. Finally, DA Davidson set a $425.00 price objective on CrowdStrike in a research note on Thursday. Thirty-one equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $523.62.

CrowdStrike Trading Up 3.5%

NASDAQ:CRWD opened at $384.86 on Tuesday. The stock has a market cap of $97.02 billion, a PE ratio of -305.44, a price-to-earnings-growth ratio of 20.93 and a beta of 1.07. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The stock’s 50-day moving average is $436.73 and its two-hundred day moving average is $469.55.

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

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.