Burt Podbere Sells 7,871 Shares of CrowdStrike (NASDAQ:CRWD) Stock

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 7,871 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the completion of the sale, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. This represents a 4.43% 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 link.

CrowdStrike Trading Up 4.9%

Shares of CRWD stock opened at $395.50 on Friday. The company has a market capitalization of $99.71 billion, a P/E ratio of -313.89, a P/E/G ratio of 21.58 and a beta of 1.03. The firm has a 50-day moving average price of $470.37 and a 200 day moving average price of $475.05. 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 has a 12-month low of $298.00 and a 12-month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share 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 firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter last year, the company posted $0.93 EPS. The company’s quarterly revenue was up 21.8% compared to the same quarter last year. Research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Evercore boosted their price target on CrowdStrike from $430.00 to $460.00 and gave the stock an “in-line” rating in a research report on Wednesday, December 3rd. Jefferies Financial Group raised their price objective on CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. The Goldman Sachs Group raised their price objective on CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Barclays boosted their price objective on shares of CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a research note on Friday, November 14th. Finally, Robert W. Baird lifted their target price on shares of CrowdStrike from $490.00 to $550.00 and gave the stock a “neutral” rating in a research note on Friday, November 14th. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $555.21.

Hedge Funds Weigh In On CrowdStrike

Institutional investors have recently bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its position in shares of CrowdStrike by 3.6% during the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after buying an additional 169 shares in the last quarter. OLD National Bancorp IN raised its holdings in shares of CrowdStrike by 3.6% during the 2nd quarter. OLD National Bancorp IN now owns 728 shares of the company’s stock valued at $371,000 after buying an additional 25 shares in the last quarter. Merit Financial Group LLC increased its holdings in shares of CrowdStrike by 58.0% in the second quarter. Merit Financial Group LLC now owns 6,938 shares of the company’s stock worth $3,534,000 after buying an additional 2,548 shares during the period. Finally, RMG Wealth Management LLC purchased a new position in CrowdStrike in the 2nd quarter worth approximately $51,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

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

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.