CrowdStrike $CRWD Holdings Decreased by Triumph Capital Management

Triumph Capital Management lessened its stake in CrowdStrike (NASDAQ:CRWD) by 68.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,303 shares of the company’s stock after selling 2,869 shares during the period. Triumph Capital Management’s holdings in CrowdStrike were worth $639,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in CRWD. Asset Planning Inc acquired a new position in shares of CrowdStrike during the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike in the third quarter worth approximately $25,000. Anchor Investment Management LLC acquired a new stake in CrowdStrike in the third quarter worth approximately $25,000. Logan Capital Management Inc. bought a new position in CrowdStrike during the 3rd quarter valued at $26,000. Finally, Howard Hughes Medical Institute acquired a new position in shares of CrowdStrike during the 2nd quarter valued at $27,000. 71.16% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

CRWD has been the topic of a number of research reports. BTIG Research dropped their price objective on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a research note on Monday, March 2nd. Loop Capital set a $550.00 target price on CrowdStrike in a report on Thursday, December 11th. Wedbush reiterated an “outperform” rating and issued a $550.00 price target on shares of CrowdStrike in a research report on Wednesday, March 4th. Sanford C. Bernstein upped their price target on shares of CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a report on Wednesday, March 4th. Finally, Barclays reduced their price objective on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $506.26.

Insiders Place Their Bets

In related news, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the transaction, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This trade represents a 4.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the transaction, the chief accounting officer owned 43,726 shares in the company, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,024 shares of company stock worth $40,424,241 in the last quarter. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Trading Up 0.6%

Shares of CRWD opened at $435.81 on Thursday. The business’s 50-day moving average price is $426.60 and its 200 day moving average price is $469.70. The stock has a market capitalization of $110.53 billion, a P/E ratio of -588.92, a P/E/G ratio of 19.00 and a beta of 1.06. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) 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. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period in the prior year, the firm earned $1.03 earnings per share. The business’s quarterly revenue was up 23.8% on a year-over-year basis. Analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed an “Outperform” rating and set a $550 price target, signaling sizable upside from current levels and supporting buy-side momentum. CrowdStrike (NASDAQ:CRWD) Earns Outperform Rating from Royal Bank Of Canada
• Positive Sentiment: CrowdStrike announced FedRAMP High authorization for Falcon for XIoT and expanded GovCloud offerings — a meaningful win for federal/defense deal pipelines and larger, mission-critical contracts. CrowdStrike Achieves FedRAMP High Authorization for Federal XIoT and OT Security
• Positive Sentiment: New partnerships and product tie?ins (Nebius AI Cloud, World Wide Technology lab, expanded NVIDIA collaboration) deepen integrations into AI cloud infrastructure and AI-driven SOC workflows — positioning Falcon as critical infrastructure for AI deployments. CrowdStrike and Nebius Partner to Unify Security Across the Next Generation of AI Cloud Infrastructure
• Positive Sentiment: Data and industry reports highlighting surging AI-powered hacks and 266% rise in cloud intrusions boost the secular demand case for CrowdStrike’s platform. Elevated threat activity tends to support recurring security spend. AI-Powered Hacks Surge 89%, Cloud Attacks Spike 266% — Cybersecurity ETFs Step Into The Spotlight
• Neutral Sentiment: Market commentary frames CrowdStrike as a core AI?security infrastructure play (alongside Okta), reinforcing long-term TAM expansion but not delivering immediate financials. Okta and CrowdStrike Could Be the Backbone of AI Security (CRWD)
• Neutral Sentiment: Repeated media mentions of past bullish calls (Jim Cramer coverage) raise investor visibility but are more sentiment drivers than fresh fundamentals. Jim Cramer Said In January 2025 That CrowdStrike (CRWD) Would Go Up “Big”
• Negative Sentiment: Some analyst pieces caution on valuation — Seeking Alpha and others note premium forward multiples despite strong ARR and FCF growth, which could limit further upside if growth decelerates. CrowdStrike: Unjustified SaaS Fears (Rating Upgrade)
• Negative Sentiment: Broader software sector pressure and “SaaS-pocalypse” narratives can weigh on multiples even when CrowdStrike posts strong execution; investor focus may shift to re-rating catalysts (sustained FCF, margin expansion). CrowdStrike Hitches Ride on Nebius Rocket. Is It Time to Buy?

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.