George Kurtz Sells 31,915 Shares of CrowdStrike (NASDAQ:CRWD) Stock

CrowdStrike (NASDAQ:CRWD) CEO George Kurtz sold 31,915 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $411.88, for a total transaction of $13,145,150.20. Following the completion of the sale, the chief executive officer directly owned 2,162,415 shares in the company, valued at approximately $890,655,490.20. The trade was a 1.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

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

• On Wednesday, February 4th, George Kurtz sold 28,853 shares of CrowdStrike stock. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53.
• 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.

CrowdStrike Price Performance

NASDAQ:CRWD opened at $392.62 on Friday. The firm has a market cap of $99.57 billion, a PE ratio of -530.56, a price-to-earnings-growth ratio of 16.93 and a beta of 1.06. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The company’s 50-day moving average price is $419.34 and its two-hundred day moving average price is $468.81.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data 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 firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.03 earnings per share. On average, equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike introduced the Charlotte AI AgentWorks ecosystem and several Falcon AI capabilities (Agentic MDR, Falcon Data Security) aimed at making Falcon an AI‑centric security OS — a potential revenue‑mix and retention uplift through higher‑value services and platform lock‑in. Charlotte AI AgentWorks
• Positive Sentiment: Expanded integrations with IBM (integrating Charlotte AI with IBM’s ATOM) should accelerate agentic SOC deployments and increase channel reach into large enterprise SOCs. CrowdStrike and IBM Expand Strategic Collaboration
• Positive Sentiment: Deeper collaboration with Intel to optimize Falcon for AI‑powered PCs broadens endpoint coverage as AI workloads shift to devices — helps address a growing attack surface and reinforces product relevance. CrowdStrike and Intel Collaboration
• Neutral Sentiment: CrowdStrike’s ecosystem moves (AWS, NVIDIA, OpenAI, Anthropic partners) and startup accelerator (winner: Jazz) add strategic validation and PR but are 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 stock on March 23). Large executive sales amplify headline risk and can pressure sentiment even if driven by personal liquidity needs. SEC Form 4 (Kurtz sale)
• Negative Sentiment: Valuation and technicals remain headwinds: CRWD still trades at a premium to peers on growth expectations and sits below short‑term moving averages, leaving the stock exposed to rotation out of high‑multiple software names and any analyst target cuts. CrowdStrike Stock Outlook

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on CRWD shares. BMO Capital Markets dropped their price target on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, March 4th. Scotiabank reissued an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. BTIG Research decreased their target price on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a report on Monday, March 2nd. Needham & Company LLC lowered their target price on CrowdStrike from $575.00 to $475.00 and set a “buy” rating for the company in a research note on Wednesday, March 4th. Finally, DZ Bank raised CrowdStrike from a “sell” rating to a “buy” rating and set a $490.00 price target for the company in a report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $506.26.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Laurel Wealth Advisors LLC increased its stake in shares of CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after buying an additional 4,285,640 shares during the period. Norges Bank acquired a new position in shares of CrowdStrike during the fourth quarter valued at $1,699,545,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of CrowdStrike by 310.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 872,491 shares of the company’s stock valued at $408,989,000 after acquiring an additional 659,705 shares during the period. Assenagon Asset Management S.A. boosted its holdings in CrowdStrike by 232.5% in the fourth quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock valued at $334,772,000 after acquiring an additional 499,353 shares during the last quarter. Finally, Employees Provident Fund Board bought a new position in CrowdStrike in the fourth quarter valued at about $216,342,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

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.