CrowdStrike (NASDAQ:CRWD) CAO Anurag Saha Sells 1,138 Shares

Key Points

  • CFO Burt Podbere sold 15,918 shares of CrowdStrike on March 23 at an average price of $410.45 for proceeds of $6.53 million, cutting his stake by 7.53% to 195,523 shares valued at about $80.25 million.
  • That sale was part of a broader March 23 insider sell-off (including the CEO and president), which, along with analysts trimming targets, has amplified negative sentiment and left the stock trading below key short‑term moving averages.
  • CrowdStrike slightly beat quarterly EPS and revenue estimates with revenue up 23.8% year‑over‑year, but still shows a negative net margin and high valuation; analysts’ consensus is a "Moderate Buy" with an average price target around $506.26.

CrowdStrike (NASDAQ:CRWD - Get Free Report) CAO Anurag Saha sold 1,138 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $467,786.28. Following the completion of the transaction, the chief accounting officer owned 42,588 shares of the company's stock, valued at $17,506,223.28. This represents a 2.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

CrowdStrike Stock Down 1.8%

CRWD stock opened at $385.86 on Thursday. The firm's 50-day moving average is $420.59 and its two-hundred day moving average is $469.35. The company has a market capitalization of $97.86 billion, a price-to-earnings ratio of -521.43, a price-to-earnings-growth ratio of 17.24 and a beta of 1.06. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17.




CrowdStrike (NASDAQ:CRWD - Get Free Report) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts' consensus estimates of $1.10 by $0.02. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The business's revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter last year, the business earned $1.03 earnings per share. On average, analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

  • Positive Sentiment: CrowdStrike rolled out major AI‑native products at RSA — including Agentic MDR, Falcon Data Security and the Charlotte AI AgentWorks no‑code ecosystem — positioning Falcon as an “AI security OS” that can drive upsells and recurring high‑margin services. Charlotte AI AgentWorks
  • Positive Sentiment: Expanded strategic integrations with large platform partners should accelerate enterprise adoption: CrowdStrike announced deeper collaboration with IBM (integrating Charlotte AI with IBM’s ATOM) and an expanded partnership with Intel to optimize Falcon for AI PCs — both moves broaden endpoint/cloud reach and channel pull. CrowdStrike and IBM Expand Strategic Collaboration
  • Positive Sentiment: Broad ecosystem partnerships (AWS, NVIDIA, OpenAI, Anthropic, Accenture, Deloitte, etc.) cited around Charlotte and Falcon enhancements strengthen distribution, technology validation, and potential GTM expansion. This ecosystem message supports the company’s data‑driven moat. Autonomous Security and the New AI Arms Race
  • Neutral Sentiment: CrowdStrike’s startup accelerator named Jazz the winner (AWS/NVIDIA support) — a positive PR/innovation signal for the ecosystem but 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 shares on March 23rd). Large insider sales can amplify negative sentiment even if unrelated to company outlook. SEC Form 4 (Kurtz sale)
  • Negative Sentiment: Short‑term pressure is also tied to a broader rotation out of high‑multiple software/cyber names and renewed investor debate over whether AI tooling will compress pricing or accelerate consolidation — headlines and analyst target trims have made CRWD vulnerable to risk‑off moves. High‑multiple software sentiment weakens
  • Negative Sentiment: Technicals and valuation remain a headwind: CRWD still trades at a premium on growth expectations and is below key short‑term moving averages, which can prolong volatility until the market confirms sustained ARR/cash‑flow acceleration. CrowdStrike Stock Outlook

Analyst Ratings Changes

CRWD has been the subject of a number of research analyst reports. Argus cut their price target on shares of CrowdStrike from $600.00 to $520.00 and set a "buy" rating for the company in a report on Thursday, March 5th. Piper Sandler upgraded shares of CrowdStrike from a "neutral" rating to an "overweight" rating and set a $520.00 target price for the company in a report on Monday, March 2nd. KeyCorp reaffirmed a "sector weight" rating on shares of CrowdStrike in a report on Monday, January 12th. Needham & Company LLC reduced their price objective 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, Citigroup decreased their target price on CrowdStrike from $610.00 to $525.00 and set a "buy" rating on the stock in a report on Wednesday, March 4th. One equities 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 given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $506.26.

Read Our Latest Analysis on CrowdStrike

Institutional Trading of CrowdStrike

A number of hedge funds have recently modified their holdings of CRWD. Asset Planning Inc acquired a new position in CrowdStrike during the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike during the 3rd quarter valued at about $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike in the 3rd quarter valued at about $25,000. Hanson & Doremus Investment Management lifted its position in shares of CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company's stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Finally, Basepoint Wealth LLC acquired a new stake in shares of CrowdStrike during the fourth quarter worth approximately $25,000. Hedge funds and other institutional investors own 71.16% of the company's stock.

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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