George Kurtz Sells 28,853 Shares of CrowdStrike (NASDAQ:CRWD) Stock

CrowdStrike (NASDAQ:CRWD) CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction 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 transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This trade represents a 1.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

George Kurtz also recently made the following trade(s):

• On Monday, February 2nd, George Kurtz sold 6,777 shares of CrowdStrike stock. The shares were sold at an average price of $438.60, for a total transaction of $2,972,392.20.
• On Monday, December 22nd, George Kurtz sold 17,550 shares of CrowdStrike stock. The shares were sold at an average price of $481.38, for a total transaction of $8,448,219.00.

CrowdStrike Trading Up 4.9%

Shares of CRWD opened at $395.50 on Friday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. 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 firm has a 50 day simple moving average of $470.37 and a 200-day simple moving average of $475.05. The stock has a market cap of $99.71 billion, a price-to-earnings ratio of -313.89, a price-to-earnings-growth ratio of 21.58 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The company had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.93 earnings per share. Equities analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on CRWD shares. Jefferies Financial Group raised their price objective on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Wednesday, November 19th. Robert W. Baird upped their price objective on shares of CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. The Goldman Sachs Group boosted their target price on shares of CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research note on Monday, February 2nd. Finally, Oppenheimer upped their price objective on CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Thirty-one research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $555.21.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in CRWD. Americana Partners LLC grew its stake in shares of CrowdStrike by 13.5% in the fourth quarter. Americana Partners LLC now owns 8,412 shares of the company’s stock valued at $3,943,000 after buying an additional 999 shares in the last quarter. Advisory Alpha LLC acquired a new stake in CrowdStrike in the fourth quarter valued at approximately $415,000. Evoke Wealth LLC raised its stake in shares of CrowdStrike by 3.2% during the fourth quarter. Evoke Wealth LLC now owns 3,719 shares of the company’s stock valued at $1,743,000 after purchasing an additional 115 shares during the period. Mizuho Markets Cayman LP lifted its position in shares of CrowdStrike by 1,373.6% during the fourth quarter. Mizuho Markets Cayman LP now owns 7,412 shares of the company’s stock worth $3,474,000 after purchasing an additional 6,909 shares in the last quarter. Finally, Principle Wealth Partners LLC boosted its stake in shares of CrowdStrike by 27.0% in the fourth quarter. Principle Wealth Partners LLC now owns 1,415 shares of the company’s stock valued at $663,000 after purchasing an additional 301 shares during the period. 71.16% of the stock is owned by hedge funds and other institutional investors.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Acquisition: CrowdStrike agreed to buy SGNL for about $740M to strengthen identity and identity‑centric defenses against AI threats — expands product footprint and addresses a hot market vertical. CrowdStrike (CRWD) Acquires SGNL For $740M To Support Identity Security Against AI-Powered Threats
• Positive Sentiment: Commercial pipeline: CrowdStrike signed an MoU with Saudi Aramco to advance Saudi Arabia’s cybersecurity transformation — potential large‑scale reference and revenue opportunity in a major market. CrowdStrike Enters into MoU with Aramco to Advance Saudi Arabia’s Cybersecurity Transformation
• Positive Sentiment: Market positioning: Analyst commentary emphasizes CrowdStrike’s leading posture for AI‑era threats — a structural tailwind that supports long‑term growth expectations. CrowdStrike Remains In Prime Position Amid AI ‘Software Apocalypse:’ Analyst
• Neutral Sentiment: Sector dynamics: Tech/SaaS has been sharply weak (broad 30% SaaS decline cited), and marketwide dip‑buying programs are driving today’s bounce rather than company‑specific fundamental news. 3 SaaS Stocks Worth Buying Despite The Meltdown
• Negative Sentiment: Insider selling — CEO George Kurtz sold ~28,853 shares (~$11.9M) and CFO Burt Podbere sold 7,871 shares (~$3.27M) in early February; the size/timing of Form 4s is pressuring sentiment. SEC Form 4 — George Kurtz Sale
• Negative Sentiment: Valuation & growth concerns: Coverage highlights a ~22% 3‑month slide, slowing revenue growth and rising costs — investors are re‑pricing multiple and debating whether recent growth justifies current levels. CrowdStrike Plunges 22% in 3 Months: Time to Hold or Fold the Stock?
• Negative Sentiment: Short‑term technical pressure: multiple days of declines and headlines about consecutive losing sessions are amplifying volatility and making short‑term momentum unfavorable. CrowdStrike on track to log seventh straight session of losses

CrowdStrike Company 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.