CrowdStrike (NASDAQ:CRWD) Director Johanna Flower Sells 3,000 Shares

CrowdStrike (NASDAQ:CRWD) Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the transaction, the director owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

CrowdStrike Stock Down 0.2%

NASDAQ:CRWD traded down $1.12 during mid-day trading on Friday, hitting $453.88. The company had a trading volume of 3,434,214 shares, compared to its average volume of 2,169,078. The business has a fifty day simple moving average of $496.45 and a 200-day simple moving average of $480.70. The firm has a market capitalization of $114.42 billion, a price-to-earnings ratio of -360.22, a PEG ratio of 110.46 and a beta of 1.03. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CRWD announced a $740M deal to buy SGNL (Continuous Identity), which extends Falcon into real‑time, risk‑based access control — a strategic fit for securing AI agents and non‑human identities and strengthens the platform narrative. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is also acquiring Seraphic to add browser‑session protection (AI‑driven risks in browsers), broadening Falcon’s coverage and supporting growth avenues beyond endpoints. CRWD to Acquire Seraphic
• Positive Sentiment: Analyst sentiment is increasingly constructive: MarketBeat highlights that a major bear has turned bullish and technical momentum looks to be stabilizing — this supports a potential upside if momentum continues. CrowdStrike: A Major Bear Throws in the Towel—Upside Ahead
• Positive Sentiment: BTIG reiterated its Buy and a $640 target recently, and Capital One trimmed its target only slightly (from $600 to $590) while keeping an Overweight rating — both moves keep meaningful upside visible to investors. Capital One / MarketScreener TickerReport BTIG Reiterates Buy
• Neutral Sentiment: CEO commentary: management warns AI agents can be unpredictable while continuing M&A to bolt on capabilities — underscores both opportunity and execution risk but is not a direct near‑term earnings driver. AOL: CEO says AI agents are unpredictable Yahoo Finance: CEO on M&A
• Neutral Sentiment: KeyCorp published updated quarterly and full‑year EPS estimates (various quarters) and maintains a Sector Weight — useful for modeling but not a directional catalyst by itself. MarketBeat CRWD page
• Negative Sentiment: Despite strategic M&A, investors are focused on valuation: MarketBeat notes the SGNL deal hasn’t changed sentiment much and the stock has been testing support levels; separate coverage flagged that CRWD recently fell more than the broader market — near‑term pressure remains. SGNL acquisition analysis Zacks: Here’s Why CRWD Fell

Hedge Funds Weigh In On CrowdStrike

A number of large investors have recently bought and sold shares of the business. Vanguard Group Inc. boosted its position in CrowdStrike by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock valued at $11,708,557,000 after purchasing an additional 445,926 shares during the period. State Street Corp lifted its stake 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 during the last quarter. Geode Capital Management LLC boosted its holdings in shares of CrowdStrike by 5.0% during the second quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after acquiring an additional 273,922 shares during the period. Laurel Wealth Advisors LLC grew its position in shares of CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after acquiring an additional 4,285,640 shares during the last quarter. Finally, Norges Bank bought a new position in shares of CrowdStrike during the second quarter worth about $1,638,365,000. Institutional investors own 71.16% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on CRWD shares. Loop Capital set a $550.00 price target on shares of CrowdStrike in a report on Thursday, December 11th. Westpark Capital reissued a “hold” rating on shares of CrowdStrike in a research report on Wednesday, October 15th. UBS Group raised their target price on CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Scotiabank reiterated an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Finally, BNP Paribas Exane increased their price target on CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a report on Wednesday, December 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $555.21.

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.