CrowdStrike $CRWD Position Cut by Primecap Management Co. CA

Primecap Management Co. CA lowered its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 105,816 shares of the company’s stock after selling 1,900 shares during the period. Primecap Management Co. CA’s holdings in CrowdStrike were worth $51,890,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in CRWD. Asset Planning Inc bought a new stake in shares of CrowdStrike during the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in CrowdStrike in the 3rd quarter valued at about $25,000. AlphaQuest LLC acquired a new position in CrowdStrike during the 2nd quarter valued at about $26,000. Howard Hughes Medical Institute bought a new stake in shares of CrowdStrike during the 2nd quarter worth about $27,000. Finally, Pinnacle Bancorp Inc. bought a new stake in shares of CrowdStrike during the 3rd quarter worth about $27,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction that occurred on 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 transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on CRWD shares. JPMorgan Chase & Co. decreased their price objective on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a report on Wednesday. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Truist Financial decreased their price target on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Loop Capital set a $550.00 price target on CrowdStrike in a research report on Thursday, December 11th. Finally, The Goldman Sachs Group upped their price objective on CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Thirty analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $530.87.

CrowdStrike Trading Up 4.9%

Shares of CRWD opened at $381.10 on Friday. The business’s 50-day moving average price is $440.88 and its 200 day moving average price is $469.71. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $96.08 billion, a P/E ratio of -302.46, a P/E/G ratio of 20.44 and a beta of 1.03. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same period last year, the company posted $0.93 earnings per share. Analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing?resistant, risk?aware MFA extension for the Falcon platform that directly targets AI?accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582?472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal?weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short?term risk if AI narratives turn negative again. Article Title

CrowdStrike 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.