Czech National Bank Purchases 2,869 Shares of CrowdStrike $CRWD

Czech National Bank raised its position in shares of CrowdStrike (NASDAQ:CRWD) by 4.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 66,173 shares of the company’s stock after purchasing an additional 2,869 shares during the quarter. Czech National Bank’s holdings in CrowdStrike were worth $31,019,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of CRWD. Canvas Wealth Advisors LLC lifted its stake in shares of CrowdStrike by 1.1% in the fourth quarter. Canvas Wealth Advisors LLC now owns 9,935 shares of the company’s stock worth $4,657,000 after buying an additional 104 shares in the last quarter. Foster Group Inc. bought a new stake in shares of CrowdStrike during the fourth quarter valued at approximately $212,000. Evanson Asset Management LLC raised its holdings in CrowdStrike by 253.0% in the 4th quarter. Evanson Asset Management LLC now owns 2,058 shares of the company’s stock worth $965,000 after acquiring an additional 1,475 shares during the last quarter. Fjell Capital LLC purchased a new position in CrowdStrike in the 4th quarter worth approximately $244,000. Finally, Howard Financial Services LTD. lifted its position in CrowdStrike by 2.1% in the 4th quarter. Howard Financial Services LTD. now owns 1,884 shares of the company’s stock valued at $883,000 after acquiring an additional 39 shares in the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Trading Down 1.8%

Shares of NASDAQ:CRWD opened at $385.86 on Thursday. The stock has a 50 day moving average of $420.59 and a 200 day moving average of $469.35. The company has a market cap of $97.86 billion, a PE ratio of -521.43, a price-to-earnings-growth ratio of 17.24 and a beta of 1.06. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the business earned $1.03 EPS. The firm’s revenue was up 23.8% compared to the same quarter last year. As a group, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Insider Activity

In related news, President Michael Sentonas sold 19,367 shares of the company’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total value of $7,960,999.02. Following the completion of the transaction, the president owned 406,944 shares of the company’s stock, valued at approximately $167,278,400.64. This represents a 4.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Burt W. Podbere sold 15,918 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $410.45, for a total value of $6,533,543.10. Following the completion of the sale, the chief financial officer owned 195,523 shares of the company’s stock, valued at $80,252,415.35. The trade was a 7.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 116,469 shares of company stock worth $48,369,351. 3.32% of the stock is currently owned by insiders.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike rolled out major AI‑native products at RSA — including Agentic MDR, Falcon Data Security and the Charlotte AI AgentWorks no‑code ecosystem — positioning Falcon as an “AI security OS” that can drive upsells and recurring high‑margin services. Charlotte AI AgentWorks
• Positive Sentiment: Expanded strategic integrations with large platform partners should accelerate enterprise adoption: CrowdStrike announced deeper collaboration with IBM (integrating Charlotte AI with IBM’s ATOM) and an expanded partnership with Intel to optimize Falcon for AI PCs — both moves broaden endpoint/cloud reach and channel pull. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: Broad ecosystem partnerships (AWS, NVIDIA, OpenAI, Anthropic, Accenture, Deloitte, etc.) cited around Charlotte and Falcon enhancements strengthen distribution, technology validation, and potential GTM expansion. This ecosystem message supports the company’s data‑driven moat. Autonomous Security and the New AI Arms Race
• Neutral Sentiment: CrowdStrike’s startup accelerator named Jazz the winner (AWS/NVIDIA support) — a positive PR/innovation signal for the ecosystem but unlikely to move near‑term fundamentals materially. CrowdStrike and AWS Announce Jazz as the Winner
• Negative Sentiment: Significant insider selling was disclosed (CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and others sold shares on March 23rd). Large insider sales can amplify negative sentiment even if unrelated to company outlook. SEC Form 4 (Kurtz sale)
• Negative Sentiment: Short‑term pressure is also tied to a broader rotation out of high‑multiple software/cyber names and renewed investor debate over whether AI tooling will compress pricing or accelerate consolidation — headlines and analyst target trims have made CRWD vulnerable to risk‑off moves. High‑multiple software sentiment weakens
• Negative Sentiment: Technicals and valuation remain a headwind: CRWD still trades at a premium on growth expectations and is below key short‑term moving averages, which can prolong volatility until the market confirms sustained ARR/cash‑flow acceleration. CrowdStrike Stock Outlook

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. BMO Capital Markets reduced their target price on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, March 4th. Wells Fargo & Company started coverage on CrowdStrike in a report on Tuesday, March 3rd. They set an “overweight” rating and a $450.00 price target on the stock. The Goldman Sachs Group dropped their price objective on CrowdStrike from $564.00 to $500.00 and set a “buy” rating on the stock in a research report on Wednesday, March 4th. Macquarie Infrastructure reissued a “neutral” rating and issued a $485.00 target price on shares of CrowdStrike in a research report on Tuesday, January 27th. Finally, DA Davidson upped their target price on shares of CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $506.26.

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.