CrowdStrike $CRWD Shares Sold by Aberdeen Group plc

Aberdeen Group plc lowered its holdings in CrowdStrike (NASDAQ:CRWD) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 150,435 shares of the company’s stock after selling 4,597 shares during the quarter. Aberdeen Group plc owned 0.06% of CrowdStrike worth $70,518,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in CrowdStrike by 1.9% in the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock valued at $11,708,557,000 after acquiring an additional 445,926 shares during the period. State Street Corp increased its holdings in CrowdStrike by 1.1% in the third quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after buying an additional 117,639 shares in the last quarter. First Trust Advisors LP raised its position in shares of CrowdStrike by 19.9% in the third quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock worth $1,274,940,000 after acquiring an additional 431,382 shares during the period. Daiwa Securities Group Inc. boosted its stake in shares of CrowdStrike by 33.5% during the 3rd quarter. Daiwa Securities Group Inc. now owns 1,426,641 shares of the company’s stock worth $699,596,000 after acquiring an additional 357,865 shares in the last quarter. Finally, Voya Investment Management LLC boosted its stake in shares of CrowdStrike by 9.8% during the 3rd quarter. Voya Investment Management LLC now owns 1,160,496 shares of the company’s stock worth $568,680,000 after acquiring an additional 103,200 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on CRWD. Stifel Nicolaus cut their price target on CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. Wolfe Research raised CrowdStrike from a “peer perform” rating to an “outperform” rating and set a $450.00 price objective on the stock in a report on Monday, March 30th. Barclays cut their price objective on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research report on Friday, February 20th. Loop Capital set a $550.00 target price on CrowdStrike in a research report on Thursday, December 11th. Finally, Canaccord Genuity Group dropped their price target on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus price target of $504.98.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades and continued bullish coverage — several firms have issued buy/outperform calls and a recent upgrade pushed shares higher, providing support after the pullback. Coverage Initiated / Upgrade
• Positive Sentiment: Partnership expansion with HCLTech (CTEM service) broadens CrowdStrike’s go-to-market and could help drive recurring revenue from large enterprise customers. CRWD, HCLTech Launch CTEM
• Positive Sentiment: GovCloud platform expansion targets public-sector demand — diversifies addressable market and supports steady ARR growth. GovCloud Expansion
• Positive Sentiment: Solid recent fundamentals — Q4 revenue beat and strong year-over-year ARR growth remain a bullish base for the business despite valuation debate. Zacks Coverage / Fundamentals
• Neutral Sentiment: Coverage/attention is elevated — Zacks and other outlets flag rising investor interest, which can amplify moves in either direction but doesn’t change fundamentals immediately. Investor Attention
• Neutral Sentiment: Market commentary (buy-the-dip vs. re-rating debate) suggests mixed investor views — some see the pullback as an entry; others want proof that AI risks won’t erode margins. MarketBeat Analysis
• Negative Sentiment: Anthropic Claude leaks sparked a sector-wide selloff, with concerns that advanced AI tools could replace some security tasks — this headline risk has driven sharp near-term downside and higher volatility. Anthropic Leak / Selloff
• Negative Sentiment: Extensive insider selling reported over recent months raises governance/optics concerns for some investors—even if sales may be tax- or liquidity-driven. Insider Trading Data
• Negative Sentiment: Analyst price-target resets and valuation debate persist — some targets have been trimmed from 600s to 400s–500s, keeping upside contingent on execution and clarity around AI-driven risk. Analyst Targets

CrowdStrike Price Performance

CRWD stock opened at $399.12 on Friday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The firm has a market cap of $101.22 billion, a PE ratio of -539.34, a PEG ratio of 17.51 and a beta of 1.07. The firm’s 50 day moving average price is $411.92 and its 200-day moving average price is $467.01. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.02. The company 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 0.14% and a negative net margin of 3.81%.The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.03 earnings per share. On average, equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Transactions at CrowdStrike

In related news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction on 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 directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Anurag Saha sold 1,138 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $411.06, for a total value of $467,786.28. Following the completion of the sale, the chief accounting officer directly owned 42,588 shares in the company, valued at $17,506,223.28. This represents a 2.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 68,636 shares of company stock valued at $28,690,657 in the last 90 days. Insiders own 3.32% of the company’s stock.

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.