Amova Asset Management Americas Inc. Has $86.28 Million Stock Position in CrowdStrike $CRWD

Amova Asset Management Americas Inc. lowered its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 18.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 176,037 shares of the company’s stock after selling 40,147 shares during the period. Amova Asset Management Americas Inc. owned 0.07% of CrowdStrike worth $86,283,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Asset Planning Inc acquired a new position in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike during the third quarter worth $25,000. AlphaQuest LLC acquired a new position in shares of CrowdStrike in the second quarter valued at $26,000. Howard Hughes Medical Institute bought a new position in shares of CrowdStrike in the second quarter valued at about $27,000. Finally, Pinnacle Bancorp Inc. acquired a new stake in shares of CrowdStrike during the 3rd quarter worth about $27,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $407.68 on Thursday. The firm’s 50 day simple moving average is $433.61 and its 200 day simple moving average is $468.86. The firm has a market capitalization of $102.78 billion, a price-to-earnings ratio of -550.91, a P/E/G ratio of 22.02 and a beta of 1.06. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 0.15% and a negative net margin of 3.81%.The company’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the company earned $1.03 earnings per share. As a group, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 100,247 shares of company stock valued at $45,722,274 over the last ninety days. 3.32% of the stock is owned by insiders.

Analyst Ratings Changes

CRWD has been the topic of several research analyst reports. BMO Capital Markets lowered their price target on shares of CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday. Needham & Company LLC dropped their price target on CrowdStrike from $575.00 to $475.00 and set a “buy” rating for the company in a report on Wednesday. Oppenheimer reduced their price target on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Finally, HSBC increased their price objective on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $509.49.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

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.