B. Metzler seel. Sohn & Co. AG boosted its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 149.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,987 shares of the company’s stock after acquiring an additional 11,387 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in CrowdStrike were worth $9,311,000 as of its most recent SEC filing.
Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in CrowdStrike by 44.9% in the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares during the period. Empowered Funds LLC increased its stake in 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 purchasing an additional 169 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in CrowdStrike during the second quarter worth $769,000. Savant Capital LLC lifted its stake in shares of CrowdStrike by 29.3% in the second quarter. Savant Capital LLC now owns 3,968 shares of the company’s stock valued at $2,021,000 after buying an additional 900 shares in the last quarter. Finally, KCM Investment Advisors LLC bought a new position in shares of CrowdStrike in the second quarter valued at $278,000. Institutional investors and hedge funds own 71.16% of the company’s stock.
Wall Street Analyst Weigh In
CRWD has been the subject of several recent research reports. Evercore decreased their target price on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 25th. UBS Group reaffirmed an “overweight” rating on shares of CrowdStrike in a research report on Wednesday. Berenberg Bank set a $600.00 price target on CrowdStrike and gave the company a “buy” rating in a research note on Friday, January 9th. Wedbush reissued an “outperform” rating and set a $550.00 price objective on shares of CrowdStrike in a report on Wednesday. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $520.00 price objective on shares of CrowdStrike in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and an average target price of $505.98.
Insider Buying and Selling
In related news, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 91,947 shares of company stock valued at $41,438,616 over the last quarter. Corporate insiders own 3.32% of the company’s stock.
CrowdStrike Stock Up 0.7%
CrowdStrike stock opened at $428.99 on Monday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The firm’s 50-day simple moving average is $431.56 and its 200 day simple moving average is $469.28. The stock has a market cap of $108.15 billion, a PE ratio of -579.71, a price-to-earnings-growth ratio of 20.96 and a beta of 1.06.
CrowdStrike (NASDAQ:CRWD – Get Free Report) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS 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 firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the business posted $1.03 EPS. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. Research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.
Key Headlines Impacting CrowdStrike
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
- Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
- Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
- Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
- Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
- Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
- Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
- Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike
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.
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