Key Points
- CFO Burt Podbere sold 10,516 shares on Dec. 22 at an average price of $483.33 for about $5.08M, trimming his holding to 179,114 shares (a 5.55% reduction).
- Multiple top executives — including the CEO, President and CAO — disclosed sizable sales the same day, a wave of insider selling that could pressure market sentiment and near‑term technical momentum.
- CrowdStrike beat quarterly estimates (EPS $0.96 vs. $0.94; revenue $1.23B, +21.8% YoY) and provided FY2026 EPS guidance of 3.700–3.720, even as the stock faces valuation debate and consolidation below its 50‑day moving average.
CrowdStrike (NASDAQ:CRWD - Get Free Report) CAO Anurag Saha sold 1,530 shares of the company's stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $734,063.40. Following the transaction, the chief accounting officer owned 44,562 shares in the company, valued at approximately $21,379,956.36. The trade was a 3.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.
Anurag Saha also recently made the following trade(s):
- On Wednesday, September 24th, Anurag Saha sold 1,762 shares of CrowdStrike stock. The shares were sold at an average price of $482.41, for a total transaction of $850,006.42.
CrowdStrike Trading Down 0.9%
NASDAQ:CRWD opened at $478.84 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a market cap of $120.72 billion, a PE ratio of -380.03, a PEG ratio of 116.21 and a beta of 1.09. The firm has a 50-day moving average of $514.72 and a 200-day moving average of $482.61.
CrowdStrike (NASDAQ:CRWD - Get Free Report) last released its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.94 by $0.02. The business 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 quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.
Analysts Set New Price Targets
A number of equities analysts have issued reports on CRWD shares. Wedbush reaffirmed an "outperform" rating and set a $600.00 price objective on shares of CrowdStrike in a report on Monday, December 1st. Macquarie restated a "neutral" rating and set a $485.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Robert W. Baird upped their price objective on shares of CrowdStrike from $490.00 to $550.00 and gave the stock a "neutral" rating in a research report on Friday, November 14th. UBS Group increased their price objective on shares of CrowdStrike from $580.00 to $590.00 and gave the company a "buy" rating in a research note on Wednesday, December 3rd. Finally, Loop Capital set a $550.00 target price on CrowdStrike in a research note on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $555.10.
View Our Latest Analysis on CRWD
Institutional Investors Weigh In On CrowdStrike
Several large investors have recently modified their holdings of the stock. Advyzon Investment Management LLC increased its holdings in CrowdStrike by 142.9% during the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company's stock worth $461,000 after acquiring an additional 533 shares during the period. Perpetual Ltd boosted its holdings in CrowdStrike by 205.9% in the 3rd quarter. Perpetual Ltd now owns 1,554 shares of the company's stock valued at $762,000 after purchasing an additional 1,046 shares during the period. Draper Asset Management LLC grew its position in shares of CrowdStrike by 59.1% during the 2nd quarter. Draper Asset Management LLC now owns 4,358 shares of the company's stock valued at $2,176,000 after purchasing an additional 1,619 shares in the last quarter. Grant Private Wealth Management Inc bought a new position in shares of CrowdStrike in the third quarter worth $1,690,000. Finally, Geneos Wealth Management Inc. raised its position in shares of CrowdStrike by 33.2% in the first quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company's stock worth $8,483,000 after buying an additional 5,998 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company's stock.
Trending Headlines about CrowdStrike
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: Company momentum: Recent coverage and analyst write-ups highlight exceptional ARR and Net New ARR growth (including large improvements from Falcon Flex) and raised ARR guidance that underline durable subscription expansion. CrowdStrike: My Cybersecurity Pick For 2026
- Positive Sentiment: Partnerships as growth levers: Expanded AWS integration and deals with system integrators (Deloitte, Wipro) should speed Falcon adoption, which can convert trials into recurring revenue and larger, stickier deals. CrowdStrike Looks Unstoppable—But Has the Market Priced It In?
- Positive Sentiment: Analyst/sector bullishness: Industry pieces (Zacks, others) place CrowdStrike among top cybersecurity picks as enterprises lift spending to protect cloud/AI systems — a structural tailwind for CRWD. 3 Cybersecurity Stocks to Protect the Digital World in 2026
- Neutral Sentiment: Valuation debate / consolidation: Multiple pieces note CrowdStrike’s strong results but caution that much of the company’s growth may already be priced in, and the stock is consolidating after recent highs. This is more of a mixed/market-perception factor than a direct operational problem. CrowdStrike Stock Can't Catch a Break—Even After a Blowout Quarter
- Negative Sentiment: Insider selling by top executives: CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and CAO Anurag Saha disclosed sales totaling tens of thousands of shares on Dec. 22 — sizeable dollar amounts that can be perceived as profit-taking and may pressure sentiment. (CEO SEC filing) CEO Form 4 (CFO) CFO Form 4 (President) President Form 4 (CAO) CAO Form 4
- Negative Sentiment: Technical/market-pressure: The stock has slipped below the 50‑day moving average and faces near-term consolidation; with valuation already stretched, that technical break combined with profit-taking increases downside pressure until buyers reassert confidence. MarketBeat technical discussion
CrowdStrike Company Profile
(
Get Free Report)
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.
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