CrowdStrike $CRWD Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. reduced its position in shares of CrowdStrike (NASDAQ:CRWD) by 98.6% during the third quarter, HoldingsChannel reports. The firm owned 3,025 shares of the company’s stock after selling 217,558 shares during the quarter. Bessemer Group Inc.’s holdings in CrowdStrike were worth $1,484,000 as of its most recent SEC filing.

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

CrowdStrike News Roundup

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 Ratings Changes

CRWD has been the topic of a number of research analyst reports. Oppenheimer increased their price objective on shares of CrowdStrike from $560.00 to $580.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Cantor Fitzgerald reiterated an “overweight” rating on shares of CrowdStrike in a research note on Tuesday, January 20th. Arete Research set a $706.00 price objective on CrowdStrike in a report on Tuesday, October 28th. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Finally, The Goldman Sachs Group boosted their price target on CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Thirty-one 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, the company presently has an average rating of “Moderate Buy” and a consensus price target of $555.21.

Insider Activity

In related news, CAO Anurag Saha sold 836 shares of the company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the sale, the chief accounting officer owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This represents a 1.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the sale, the director owned 76,082 shares in the company, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 100,247 shares of company stock worth $45,722,274 over the last ninety days. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Price Performance

Shares of CRWD opened at $395.50 on Monday. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The stock has a fifty day moving average price of $470.37 and a 200 day moving average price of $475.17. The company has a market cap of $99.70 billion, a P/E ratio of -313.89, a PEG ratio of 22.63 and a beta of 1.03.

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

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.