CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere Sells 1,630 Shares

February 4, 2026 by InsiderTrades.com

Key Points

George Kurtz sold 6,777 CrowdStrike shares on Feb. 2 at an average price of $438.60 for about $2.97M, trimming his stake by 0.32% to 2,083,755 shares (he previously sold 17,550 shares on Dec. 22 at $481.38).
CrowdStrike posted a slight EPS and revenue beat with revenue up 21.8% YoY but remains unprofitable (net margin -6.88%, ROE -2.12%); the stock is trading >20% below its 52-week high amid mixed analyst sentiment (average rating "Moderate Buy", average target $555.21) and valuation concerns.

CrowdStrike (NASDAQ:CRWD - Get Free Report) CFO Burt Podbere sold 1,630 shares of the company's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $438.33, for a total value of $714,477.90. Following the transaction, the chief financial officer directly owned 177,484 shares of the company's stock, valued at approximately $77,796,561.72. This represents a 0.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

CrowdStrike Trading Down 3.9%

CrowdStrike’s Floor Test After Fortinet’s Upgrade: What Comes Next?

CRWD opened at $421.73 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current 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 $106.32 billion, a P/E ratio of -334.71, a PEG ratio of 27.22 and a beta of 1.03. The business's 50-day simple moving average is $476.87 and its 200-day simple moving average is $476.77.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last announced its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.94 by $0.02. The firm 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 firm's quarterly revenue was up 21.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.93 earnings per share. As a group, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Hedge Funds Weigh In On CrowdStrike

Big Risk, Potentially Bigger Return For These 3 Leveraged ETF's

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Laurel Wealth Advisors LLC lifted 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 worth $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Norges Bank acquired a new position in shares of CrowdStrike during the second quarter worth about $1,638,365,000. Vestor Capital LLC raised its holdings in CrowdStrike by 269,840.3% during the second quarter. Vestor Capital LLC now owns 977,184 shares of the company's stock worth $497,690,000 after purchasing an additional 976,822 shares in the last quarter. Vanguard Group Inc. lifted its position in CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company's stock valued at $11,933,425,000 after purchasing an additional 596,007 shares during the period. Finally, Assenagon Asset Management S.A. boosted its holdings in CrowdStrike by 232.5% in the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company's stock valued at $334,772,000 after purchasing an additional 499,353 shares in the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on CRWD shares. Argus boosted their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the company a "buy" rating in a research report on Friday, December 5th. Zacks Research cut CrowdStrike from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, December 24th. Loop Capital set a $550.00 target price on CrowdStrike in a report on Thursday, December 11th. Cantor Fitzgerald restated an "overweight" rating on shares of CrowdStrike in a research note on Tuesday, January 20th. Finally, Berenberg Bank set a $600.00 price target on CrowdStrike and gave the stock a "buy" rating in a research report on Friday, January 9th. Thirty-one research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, CrowdStrike currently has an average rating of "Moderate Buy" and an average target price of $555.21.

Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock

View Our Latest Stock Analysis on CRWD

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights for Application Security Posture Management — an endorsement that supports product leadership and enterprise demand. CrowdStrike Named a Customers’ Choice
Positive Sentiment: Coverage highlights CrowdStrike’s expansion into cloud security and identity protection as a growth driver, reinforcing recurring revenue potential and cross-sell opportunities. This supports ARR durability that investors value in cyber names. Expansion into Cloud Security and Identity Protection Driving Growth
Neutral Sentiment: The company announced the date for its Q4 & FY2026 results conference call — an event that will likely drive near-term volatility and set the next leg of the stock’s direction. Investors should be positioned for guidance and ARR/renewal commentary. Conference Call Date Announced
Neutral Sentiment: Multiple analyst-coverage pieces and aggregator articles (Zacks, Yahoo, MSN) are discussing whether CRWD is a buy amid recent weakness — analyst tone appears generally constructive but mixed on valuation, which can lead to divergent short-term reaction from the stock. Is CrowdStrike a Buy?
Neutral Sentiment: Reported short-interest entries in the feed show zeros/NaN and a 0.0 days-to-cover — the data looks unreliable and shouldn’t be taken as evidence of a significant short squeeze or covering activity. Monitor reliable filings for true positioning changes. (source data entries)
Negative Sentiment: Headline coverage notes CRWD fell more steeply than the broader market in the latest session, reflecting increased selling pressure and headline-driven flows that can amplify moves in a high-multiple growth name. CRWD Falls More Steeply Than Market
Negative Sentiment: Analyses and pieces about a “floor test” after a Fortinet upgrade and articles calling out valuation risks suggest sector rotation and competitive/relative-value moves are pressuring the stock — investors sensitive to multiples may be selling into news. Floor Test After Fortinet Upgrade
Negative Sentiment: Opinion pieces point to a >20% pullback from the 52-week high and debate whether valuation is stretched despite strong growth — that narrative can keep selling pressure as investors re-assess near-term upside vs. risk. Buy Or Fear CRWD Stock At $440?

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.