SevenBridge Financial Group LLC Boosts Stock Position in CrowdStrike $CRWD

SevenBridge Financial Group LLC increased its position in CrowdStrike (NASDAQ:CRWD) by 39.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,699 shares of the company’s stock after acquiring an additional 2,441 shares during the quarter. SevenBridge Financial Group LLC’s holdings in CrowdStrike were worth $4,266,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CRWD. Asset Planning Inc bought a new position in shares of CrowdStrike in the third quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike during the 3rd quarter valued at $25,000. Howard Hughes Medical Institute bought a new position in CrowdStrike in the 2nd quarter worth $27,000. Pinnacle Bancorp Inc. bought a new position in CrowdStrike in the 3rd quarter worth $27,000. Finally, Financial Gravity Companies Inc. purchased a new stake in CrowdStrike in the 2nd quarter worth $33,000. Institutional investors own 71.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on CRWD. Truist Financial lowered their price objective on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft lowered their price target on CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a report on Wednesday, March 4th. Daiwa Securities Group cut their price objective on shares of CrowdStrike from $560.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday. DZ Bank upgraded shares of CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 price objective on the stock in a research report on Wednesday. Finally, BTIG Research dropped their target price on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $506.26.

CrowdStrike Stock Up 1.3%

NASDAQ CRWD opened at $442.03 on Thursday. The stock has a 50 day moving average price of $429.40 and a 200-day moving average price of $469.34. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The company has a market capitalization of $111.43 billion, a P/E ratio of -597.33, a P/E/G ratio of 22.87 and a beta of 1.06.

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

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Blowout quarter and first GAAP profit: CrowdStrike reported a beat on revenue and EPS, posted its first positive quarterly net income, delivered record ARR and strong operating cash flow — the results and commentary around AI-driven demand are the main catalyst behind recent buying interest. Why CrowdStrike Is Up
• Positive Sentiment: Wall Street upgrades: Morgan Stanley upgraded CRWD to Overweight ($510 PT) and other firms (DZ Bank) raised ratings or targets — upgrades helped spark earlier rallies and underpin confidence that CrowdStrike can benefit from AI/security spending. CrowdStrike Rises After Upgrade
• Positive Sentiment: Product and AI partnerships: CrowdStrike announced a strategic integration with Perplexity to embed Falcon protection in Perplexity’s Comet Enterprise browser — tangible product wins that reinforce AI-era security positioning. CrowdStrike and Perplexity Partner
• Neutral Sentiment: Shelf filing vs. buybacks: Management filed a $3.10B shelf registration (linked to employee plans) and completed a modest $50.6M buyback — shelf provides flexibility (and potential dilution), while buybacks are share-supportive; net impact depends on future use.
• Neutral Sentiment: Trademark lawsuit: CrowdStrike sued rival AiStrike for trademark infringement — legal action could protect brand/IP but is unlikely to move fundamentals in the near term. CrowdStrike Sues AiStrike
• Negative Sentiment: Valuation concerns: Analysts and commentary warn CRWD remains richly valued despite accelerating growth — valuation is the main reason the stock “yawned” after strong results, capping upside until execution proves durable. CrowdStrike Delivered a Blowout Quarter
• Negative Sentiment: Mixed price-target moves: Citi trimmed its PT from $610 to $525 and Daiwa cut its PT to $500 (still outperform) — these downgrades/target reductions introduce headwinds to sentiment even as ratings remain constructive. Citi Cuts PT

Insider Transactions at CrowdStrike

In other CrowdStrike news, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the sale, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 90,024 shares of company stock worth $40,424,241. 3.32% of the stock is currently owned by corporate insiders.

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.