CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere Sells 7,871 Shares of Stock

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 7,871 shares of the company’s stock in a transaction 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 sale, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

CrowdStrike Stock Down 9.2%

Shares of NASDAQ CRWD opened at $377.16 on Friday. The stock has a market capitalization of $95.08 billion, a P/E ratio of -299.33, a PEG ratio of 23.77 and a beta of 1.03. The stock’s fifty day moving average is $472.65 and its 200 day moving average is $475.65. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping 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 business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter in the prior year, the business posted $0.93 earnings per share. CrowdStrike’s revenue was up 21.8% compared to the same quarter last year. Sell-side analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Asset Planning Inc acquired a new position in shares of CrowdStrike in the third quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike during the 3rd quarter valued at approximately $25,000. Anchor Investment Management LLC bought a new position in CrowdStrike during the 3rd quarter worth approximately $25,000. AlphaQuest LLC acquired a new position in shares of CrowdStrike in the 2nd quarter worth approximately $26,000. Finally, Logan Capital Management Inc. bought a new stake in shares of CrowdStrike in the 3rd quarter valued at $26,000. 71.16% of the stock is owned by institutional investors.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire SGNL for about $740M to bolster identity and identity‑centric security against AI‑powered threats — expands product stack and addresses a high‑priority market. CrowdStrike (CRWD) Acquires SGNL For $740M To Support Identity Security Against AI-Powered Threats
• Positive Sentiment: CrowdStrike signed a memorandum of understanding with Saudi Aramco to advance cybersecurity transformation in Saudi Arabia — a potential large commercial and country‑level reference deal. CrowdStrike Enters into MoU with Aramco to Advance Saudi Arabia’s Cybersecurity Transformation
• Positive Sentiment: Analyst commentary highlights CrowdStrike’s strong positioning around AI-era security threats, framing the company as a leader that could benefit from increased demand for advanced endpoint and identity protection. CrowdStrike Remains In Prime Position Amid AI ‘Software Apocalypse:’ Analyst
• Neutral Sentiment: High‑profile coverage and fund moves (Jim Cramer/charitable trust mentions) have increased attention but are not a clear short‑term price driver. Jim Cramer Highlights the Charitable Trust’s New Holdings in CrowdStrike
• Negative Sentiment: Substantial 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 these Form 4s is fueling investor concern. SEC Form 4 — George Kurtz Sale
• Negative Sentiment: Market focus on stretched valuation and slowing growth: multiple outlets highlight a sharp pullback (roughly ~22% over three months) and question whether revenue growth and rising costs justify current multiples. CrowdStrike Plunges 22% in 3 Months: Time to Hold or Fold the Stock?
• Negative Sentiment: Near‑term technical and sentiment pressures: headlines note multiple sessions of declines and dramatic intraday drops that are compressing the stock as investors react to insider sales and valuation worries. CrowdStrike on track to log seventh straight session of losses

Wall Street Analyst Weigh In

CRWD has been the subject of several recent analyst reports. Bank of America upped their price objective on CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a research report on Monday, October 20th. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Westpark Capital restated a “hold” rating on shares of CrowdStrike in a research report on Wednesday, October 15th. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of CrowdStrike in a report on Tuesday, January 20th. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average target price of $555.21.

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.