CrowdStrike $CRWD Shares Sold by Huntington National Bank

Huntington National Bank trimmed its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 12.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 139,945 shares of the company’s stock after selling 19,909 shares during the period. Huntington National Bank owned 0.06% of CrowdStrike worth $68,627,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also made changes to their positions in the business. Brighton Jones LLC raised its holdings in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its stake in CrowdStrike by 3.6% during the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after acquiring an additional 169 shares in the last quarter. Hunter Associates Investment Management LLC purchased a new stake in CrowdStrike in the second quarter valued at $284,000. AlphaQuest LLC acquired a new position in CrowdStrike in the second quarter valued at $26,000. Finally, Advisory Alpha LLC purchased a new position in shares of CrowdStrike during the second quarter worth about $225,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Insider Activity

In other news, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction 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 of the company’s stock, valued at $35,145,319.08. This represents a 3.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction dated 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 completion of the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 over the last three months. 3.32% of the stock is currently owned by corporate insiders.

CrowdStrike Stock Down 2.4%

Shares of NASDAQ:CRWD opened at $371.98 on Friday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm’s 50-day simple moving average is $438.69 and its 200-day simple moving average is $469.33. The company has a market cap of $93.78 billion, a price-to-earnings ratio of -295.22, a PEG ratio of 21.44 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the firm earned $0.93 earnings per share. The firm’s revenue was up 21.8% compared to the same quarter last year. As a group, equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Analysts Set New Price Targets

CRWD has been the subject of several research reports. Royal Bank Of Canada set a $550.00 target price on CrowdStrike in a report on Wednesday, February 11th. BNP Paribas Exane boosted their price objective on CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Argus increased their price objective on CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a report on Friday, December 5th. Oppenheimer cut their target price on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating on the stock in a report on Tuesday. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Thirty research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $528.74.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

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.