CrowdStrike $CRWD Stock Holdings Boosted by Baltimore Washington Financial Advisors Inc.

Baltimore Washington Financial Advisors Inc. grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 37.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 44,211 shares of the company’s stock after purchasing an additional 11,958 shares during the quarter. Baltimore Washington Financial Advisors Inc.’s holdings in CrowdStrike were worth $21,680,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of CRWD. Disciplined Equity Management Inc. boosted its stake in CrowdStrike by 0.8% during the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after buying an additional 20 shares in the last quarter. TD Private Client Wealth LLC raised its position in CrowdStrike by 6.4% in the third quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after acquiring an additional 20 shares in the last quarter. Financially Speaking Inc raised its position in CrowdStrike by 26.7% in the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after acquiring an additional 20 shares in the last quarter. Catalyst Financial Partners LLC lifted its holdings in CrowdStrike by 1.6% in the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after acquiring an additional 20 shares during the last quarter. Finally, Fire Capital Management LLC boosted its position in shares of CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after purchasing an additional 21 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

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

CrowdStrike Price Performance

CRWD stock opened at $428.99 on Friday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The firm has a 50-day moving average of $431.56 and a two-hundred day moving average of $468.58. The firm has a market capitalization of $108.15 billion, a PE ratio of -579.71, a P/E/G ratio of 20.82 and a beta of 1.06. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17.

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 business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period last year, the firm posted $1.03 earnings per share. On average, analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the company a “buy” rating in a research report on Friday, January 9th. Macquarie Infrastructure reissued a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a research note on Tuesday, January 27th. Loop Capital set a $550.00 target price on shares of CrowdStrike in a research note on Thursday, December 11th. TD Cowen reduced their target price on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Finally, BNP Paribas Exane decreased their price target on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, CrowdStrike has a consensus rating of “Moderate Buy” and an average target price of $505.98.

Insider Activity

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. The trade was a 1.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Sameer K. Gandhi sold 1,879 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the completion of the sale, the director owned 763,027 shares of the company’s stock, valued at $402,504,372.77. The trade was a 0.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 91,947 shares of company stock worth $41,438,616. 3.32% of the stock is owned by corporate insiders.

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.