American Century Companies Inc. Has $256.94 Million Holdings in CrowdStrike $CRWD

American Century Companies Inc. decreased its position in shares of CrowdStrike (NASDAQ:CRWD) by 8.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 523,961 shares of the company’s stock after selling 47,308 shares during the quarter. American Century Companies Inc. owned about 0.21% of CrowdStrike worth $256,940,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of CRWD. Asset Planning Inc acquired a new position in CrowdStrike in the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike during the third quarter worth approximately $25,000. AlphaQuest LLC bought a new stake in CrowdStrike in the second quarter worth approximately $26,000. Howard Hughes Medical Institute acquired a new position in CrowdStrike in the second quarter valued at approximately $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in shares of CrowdStrike during the 3rd quarter worth approximately $27,000. 71.16% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms recently issued reports on CRWD. Wedbush reiterated an “outperform” rating and set a $600.00 target price on shares of CrowdStrike in a research report on Monday, December 1st. DA Davidson set a $425.00 target price on CrowdStrike in a research note on Thursday. Capital One Financial cut their price target on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Finally, Berenberg Bank set a $600.00 price target on shares of CrowdStrike and gave the company a “buy” rating in a research report on Friday, January 9th. Thirty 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. Based on data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and an average target price of $528.74.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

CrowdStrike Price Performance

CRWD opened at $371.98 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The company has a market capitalization of $93.78 billion, a price-to-earnings ratio of -295.22, a P/E/G ratio of 20.93 and a beta of 1.03. The firm’s fifty day moving average price is $438.69 and its two-hundred day moving average price is $469.57. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $1.22 billion. During the same period last year, the firm earned $0.93 earnings per share. The firm’s revenue was up 21.8% on a year-over-year basis. As a group, analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Transactions at CrowdStrike

In other news, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the completion of the transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by 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.