CrowdStrike (NASDAQ:CRWD) Trading 4.9% Higher – Time to Buy?

CrowdStrike (NASDAQ:CRWD) traded up 4.9% during mid-day trading on Friday . The stock traded as high as $396.99 and last traded at $395.50. 4,918,144 shares were traded during trading, an increase of 59% from the average session volume of 3,084,121 shares. The stock had previously closed at $377.16.

Trending Headlines about CrowdStrike

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

Analyst Upgrades and Downgrades

CRWD has been the subject of several research analyst reports. Rosenblatt Securities reissued a “buy” rating and set a $630.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Canaccord Genuity Group increased their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a research report on Wednesday, December 3rd. Macquarie Infrastructure reiterated a “neutral” rating and set a $485.00 price objective on shares of CrowdStrike in a research report on Tuesday, January 27th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $353.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Citizens Jmp restated a “market outperform” rating and set a $500.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Thirty-one analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and an average target price of $555.21.

CrowdStrike Trading Up 4.9%

The stock’s fifty day simple moving average is $470.37 and its two-hundred day simple moving average is $475.08. The firm has a market cap of $99.71 billion, a PE ratio of -313.89, a PEG ratio of 22.63 and a beta of 1.03. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating the consensus estimate 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 company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the firm posted $0.93 EPS. CrowdStrike’s revenue for the quarter was up 21.8% on a year-over-year basis. On average, sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was 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 owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 in the last 90 days. 3.32% of the stock is owned by insiders.

Institutional Trading of CrowdStrike

Several institutional investors have recently made changes to their positions in the business. Americana Partners LLC increased its stake in CrowdStrike by 13.5% in the 4th quarter. Americana Partners LLC now owns 8,412 shares of the company’s stock worth $3,943,000 after buying an additional 999 shares during the period. Advisory Alpha LLC purchased a new stake in CrowdStrike during the fourth quarter worth $415,000. Evoke Wealth LLC boosted its position in CrowdStrike by 3.2% during the fourth quarter. Evoke Wealth LLC now owns 3,719 shares of the company’s stock valued at $1,743,000 after purchasing an additional 115 shares in the last quarter. Mizuho Markets Cayman LP boosted its holdings in shares of CrowdStrike by 1,373.6% in the 4th quarter. Mizuho Markets Cayman LP now owns 7,412 shares of the company’s stock valued at $3,474,000 after buying an additional 6,909 shares in the last quarter. Finally, Principle Wealth Partners LLC boosted its stake in CrowdStrike by 27.0% in the fourth quarter. Principle Wealth Partners LLC now owns 1,415 shares of the company’s stock valued at $663,000 after acquiring an additional 301 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.