CrowdStrike $CRWD Stake Increased by Nordea Investment Management AB

Nordea Investment Management AB boosted its position in CrowdStrike (NASDAQ:CRWD) by 0.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 840,828 shares of the company’s stock after buying an additional 5,423 shares during the period. Nordea Investment Management AB’s holdings in CrowdStrike were worth $398,124,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Asset Planning Inc acquired a new stake in shares of CrowdStrike during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of CrowdStrike in the 3rd quarter worth about $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike in the 3rd quarter valued at about $25,000. Logan Capital Management Inc. bought a new stake in shares of CrowdStrike during the 3rd quarter valued at about $26,000. Finally, Miller Global Investments LLC bought a new stake in shares of CrowdStrike during the 4th quarter valued at about $26,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Trading Down 4.5%

Shares of CRWD stock opened at $409.00 on Friday. The stock has a 50-day simple moving average of $424.66 and a 200 day simple moving average of $469.70. The stock has a market capitalization of $103.73 billion, a P/E ratio of -552.70, a P/E/G ratio of 17.94 and a beta of 1.06. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the firm posted $1.03 EPS. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

CRWD has been the subject of several recent research reports. HSBC upped their target price on CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a report on Thursday, December 4th. Canaccord Genuity Group reduced their price objective on CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a research report on Wednesday, March 4th. BMO Capital Markets dropped their target price on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 4th. Susquehanna raised their target price on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research note on Wednesday, December 3rd. Finally, Daiwa Securities Group reduced their price target on shares of CrowdStrike from $560.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday, March 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and an average price target of $506.26.

Insider Activity at CrowdStrike

In related news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the transaction, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the sale, the chief accounting officer owned 43,726 shares in the company, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 90,024 shares of company stock valued at $40,424,241 over the last ninety days. Company insiders own 3.32% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: FedRAMP High authorization for Falcon for XIoT expands CrowdStrike’s addressable public‑sector market and supports larger, higher‑security federal deals — a concrete revenue-growth catalyst. CrowdStrike FedRAMP Win Puts Public Sector Growth Versus Valuation In Focus
• Positive Sentiment: Ongoing AI and cloud partnerships (NVIDIA, EY, AWS) and strategic tie‑ups aimed at embedding AI into the Falcon platform could meaningfully boost product differentiation and long‑term ARR expansion. Can Strategic AI Partnerships Drive CrowdStrike’s Long-Term Growth?
• Positive Sentiment: Marketing & ecosystem momentum: CrowdStrike co‑sponsored startup accelerator with AWS and NVIDIA and a high‑profile celebrity judge raises brand visibility in security/AI startup ecosystems. CrowdStrike, AWS, and NVIDIA Announce Startup Accelerator Finalists Ahead of RSAC™ 2026
• Neutral Sentiment: Street checks and media pieces are mixed but largely supportive — RBC issued an outperform and several analyst/feature articles reiterate CrowdStrike’s growth story, which helps sentiment but may be priced in. CrowdStrike (NASDAQ:CRWD) Earns Outperform Rating from Royal Bank Of Canada
• Neutral Sentiment: Comparisons to peers (Palantir, Zscaler) and bullish retail/independent writeups highlight CRWD’s AI positioning but provide debate over which AI/security names will deliver best risk‑adjusted returns. Palantir vs. CrowdStrike: Which AI-Powered Software Stock Will Dominate 2026?
• Negative Sentiment: Valuation and technical pressure: CRWD trades at rich multiples, its 50‑day moved below the 200‑day average, and margins remain a focus — many investors are trimming high‑growth, high‑multiple names even as operational news is positive, which likely explains the stock’s pullback today.

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.