Johanna Flower Sells 3,000 Shares of CrowdStrike (NASDAQ:CRWD) Stock

CrowdStrike (NASDAQ:CRWD) Director Johanna Flower sold 3,000 shares of the business’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 transaction of $1,385,820.00. Following the transaction, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

CrowdStrike Stock Down 0.2%

CRWD stock opened at $453.88 on Friday. The company has a 50 day moving average of $494.73 and a two-hundred day moving average of $480.23. The company has a market cap of $114.42 billion, a price-to-earnings ratio of -360.22, a PEG ratio of 110.19 and a beta of 1.03. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. 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 posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, equities analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on CRWD shares. Stifel Nicolaus increased their price objective on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Monday, November 17th. Wells Fargo & Company boosted their target price on shares of CrowdStrike from $550.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 1st. Cowen restated a “buy” rating on shares of CrowdStrike in a report on Thursday, January 8th. Piper Sandler lifted their price objective on shares of CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Finally, BMO Capital Markets increased their target price on shares of CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $555.21.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CRWD announced a $740M deal to buy SGNL (Continuous Identity), which extends Falcon into real‑time, risk‑based access control — a strategic fit for securing AI agents and non‑human identities and strengthens the platform narrative. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is also acquiring Seraphic to add browser‑session protection (AI‑driven risks in browsers), broadening Falcon’s coverage and supporting growth avenues beyond endpoints. CRWD to Acquire Seraphic
• Positive Sentiment: Analyst sentiment is increasingly constructive: MarketBeat highlights that a major bear has turned bullish and technical momentum looks to be stabilizing — this supports a potential upside if momentum continues. CrowdStrike: A Major Bear Throws in the Towel—Upside Ahead
• Positive Sentiment: BTIG reiterated its Buy and a $640 target recently, and Capital One trimmed its target only slightly (from $600 to $590) while keeping an Overweight rating — both moves keep meaningful upside visible to investors. Capital One / MarketScreener TickerReport BTIG Reiterates Buy
• Neutral Sentiment: CEO commentary: management warns AI agents can be unpredictable while continuing M&A to bolt on capabilities — underscores both opportunity and execution risk but is not a direct near‑term earnings driver. AOL: CEO says AI agents are unpredictable Yahoo Finance: CEO on M&A
• Neutral Sentiment: KeyCorp published updated quarterly and full‑year EPS estimates (various quarters) and maintains a Sector Weight — useful for modeling but not a directional catalyst by itself. MarketBeat CRWD page
• Negative Sentiment: Despite strategic M&A, investors are focused on valuation: MarketBeat notes the SGNL deal hasn’t changed sentiment much and the stock has been testing support levels; separate coverage flagged that CRWD recently fell more than the broader market — near‑term pressure remains. SGNL acquisition analysis Zacks: Here’s Why CRWD Fell

Institutional Investors Weigh In On CrowdStrike

Several hedge funds and other institutional investors have recently made changes to their positions in the business. StoneCrest Wealth Management Inc. lifted its position in shares of CrowdStrike by 3.6% during the 4th quarter. StoneCrest Wealth Management Inc. now owns 7,780 shares of the company’s stock worth $3,647,000 after purchasing an additional 270 shares during the last quarter. Bouchey Financial Group Ltd bought a new position in CrowdStrike in the 4th quarter worth approximately $220,000. Perigon Wealth Management LLC lifted its holdings in shares of CrowdStrike by 30.7% during the fourth quarter. Perigon Wealth Management LLC now owns 11,604 shares of the company’s stock worth $5,439,000 after buying an additional 2,728 shares during the last quarter. Tower Wealth Partners Inc. lifted its holdings in shares of CrowdStrike by 8.9% during the fourth quarter. Tower Wealth Partners Inc. now owns 829 shares of the company’s stock worth $389,000 after buying an additional 68 shares during the last quarter. Finally, Formidable Asset Management LLC boosted its position in shares of CrowdStrike by 65.8% in the fourth quarter. Formidable Asset Management LLC now owns 5,468 shares of the company’s stock valued at $2,681,000 after acquiring an additional 2,171 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

About CrowdStrike

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.