CrowdStrike (NASDAQ:CRWD) Shares Up 4.9% – Here’s What Happened

CrowdStrike (NASDAQ:CRWD)’s share price was up 4.9% on Friday . The company traded as high as $396.99 and last traded at $395.50. Approximately 4,918,144 shares changed hands during trading, an increase of 59% from the average daily volume of 3,084,121 shares. The stock had previously closed at $377.16.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Acquisition: CrowdStrike agreed to buy SGNL for about $740M to strengthen identity and identity‑centric defenses against AI threats — expands product footprint and addresses a hot market vertical. CrowdStrike (CRWD) Acquires SGNL For $740M To Support Identity Security Against AI-Powered Threats
• Positive Sentiment: Commercial pipeline: CrowdStrike signed an MoU with Saudi Aramco to advance Saudi Arabia’s cybersecurity transformation — potential large‑scale reference and revenue opportunity in a major market. CrowdStrike Enters into MoU with Aramco to Advance Saudi Arabia’s Cybersecurity Transformation
• Positive Sentiment: Market positioning: Analyst commentary emphasizes CrowdStrike’s leading posture for AI‑era threats — a structural tailwind that supports long‑term growth expectations. CrowdStrike Remains In Prime Position Amid AI ‘Software Apocalypse:’ Analyst
• Neutral Sentiment: Sector dynamics: Tech/SaaS has been sharply weak (broad 30% SaaS decline cited), and marketwide dip‑buying programs are driving today’s bounce rather than company‑specific fundamental news. 3 SaaS Stocks Worth Buying Despite The Meltdown
• Negative Sentiment: Insider selling — CEO George Kurtz sold ~28,853 shares (~$11.9M) and CFO Burt Podbere sold 7,871 shares (~$3.27M) in early February; the size/timing of Form 4s is pressuring sentiment. SEC Form 4 — George Kurtz Sale
• Negative Sentiment: Valuation & growth concerns: Coverage highlights a ~22% 3‑month slide, slowing revenue growth and rising costs — investors are re‑pricing multiple and debating whether recent growth justifies current levels. CrowdStrike Plunges 22% in 3 Months: Time to Hold or Fold the Stock?
• Negative Sentiment: Short‑term technical pressure: multiple days of declines and headlines about consecutive losing sessions are amplifying volatility and making short‑term momentum unfavorable. CrowdStrike on track to log seventh straight session of losses

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Rosenblatt Securities reiterated a “buy” rating and issued a $630.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Sanford C. Bernstein reiterated a “market perform” rating and set a $353.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Berenberg Bank set a $600.00 price target on shares of CrowdStrike and gave the company a “buy” rating in a report on Friday, January 9th. Mizuho set a $540.00 price objective on shares of CrowdStrike in a report on Thursday, January 8th. Finally, Loop Capital set a $550.00 target price on CrowdStrike in a research note on Thursday, December 11th. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and a consensus price target of $555.21.

CrowdStrike Stock Performance

The company has a fifty day moving average of $472.65 and a two-hundred day moving average of $475.65. The stock has a market capitalization of $99.70 billion, a P/E ratio of -313.89, a price-to-earnings-growth ratio of 23.77 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last issued 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. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter last year, the firm earned $0.93 EPS. The business’s revenue was up 21.8% on a year-over-year basis. On average, equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Insider Transactions at CrowdStrike

In related news, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director owned 10,816 shares in the company, valued at $5,574,999.04. The trade was a 41.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares in the company, valued at $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 over the last ninety days. Insiders own 3.32% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

Institutional investors have recently modified their holdings of the company. Asset Planning Inc acquired a new stake in shares of CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of CrowdStrike in the third quarter worth $25,000. Anchor Investment Management LLC bought a new stake in shares of CrowdStrike during the third quarter valued at about $25,000. AlphaQuest LLC bought a new stake in shares of CrowdStrike during the second quarter valued at about $26,000. Finally, Logan Capital Management Inc. acquired a new stake in CrowdStrike in the third quarter worth about $26,000. Institutional investors own 71.16% of the company’s stock.

About CrowdStrike

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.