Key Points
- Director Johanna Flower sold 3,000 shares on Jan. 15 at an average price of $461.94 for $1.3858M, trimming her stake by 3.79% to 76,082 shares (≈$35.1M).
- CrowdStrike is making strategic M&A moves — notably a ~$740M deal for SGNL and the Seraphic acquisition — which expand Falcon into real‑time identity and browser‑session protection and have coincided with increasingly constructive analyst commentary and higher price targets.
- In the latest quarter CrowdStrike reported $0.96 EPS (beating the $0.94 estimate) and $1.23B revenue (up 21.8% YoY) but still shows a negative net margin; management set FY‑2026 EPS guidance of 3.700–3.720.
CrowdStrike (NASDAQ:CRWD - Get Free Report) Director Johanna Flower sold 3,000 shares of the company's stock in a transaction dated 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 completion of the sale, the director directly owned 76,082 shares in the company, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this link.
CrowdStrike Stock Down 0.2%
CRWD opened at $453.88 on Friday. The stock's fifty day simple moving average is $494.73 and its 200 day simple moving average is $480.31. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The stock has a market cap of $114.42 billion, a PE ratio of -360.22, a price-to-earnings-growth ratio of 110.46 and a beta of 1.03. 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 - Get Free Report) last announced its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, beating analysts' consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike's quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the prior 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, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.
Institutional Investors Weigh In On CrowdStrike
Hedge funds have recently made changes to their positions in the stock. Laurel Wealth Advisors LLC grew its stake 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 buying an additional 4,285,640 shares during the last quarter. Norges Bank bought a new position in shares of CrowdStrike in the 2nd quarter valued at $1,638,365,000. Vestor Capital LLC boosted its holdings in shares of CrowdStrike by 269,840.3% during the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company's stock valued at $497,690,000 after acquiring an additional 976,822 shares in the last quarter. Vanguard Group Inc. grew its position in CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company's stock worth $11,933,425,000 after acquiring an additional 596,007 shares during the last quarter. Finally, Assenagon Asset Management S.A. grew its position in CrowdStrike by 232.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company's stock worth $334,772,000 after acquiring an additional 499,353 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.
CrowdStrike News Summary
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
Analyst Ratings Changes
A number of research firms have recently weighed in on CRWD. Stifel Nicolaus lifted their price target on shares of CrowdStrike from $515.00 to $600.00 and gave the company a "buy" rating in a research report on Monday, November 17th. Westpark Capital reiterated a "hold" rating on shares of CrowdStrike in a research report on Wednesday, October 15th. The Goldman Sachs Group raised their price target on CrowdStrike from $535.00 to $564.00 and gave the stock a "buy" rating in a research report on Wednesday, December 3rd. Truist Financial boosted their price target on CrowdStrike from $550.00 to $600.00 and gave the company a "buy" rating in a research note on Tuesday, November 18th. Finally, Cantor Fitzgerald reissued an "overweight" rating and issued a $590.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $555.21.
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CrowdStrike Company Profile
(
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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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