Mn Services Vermogensbeheer B.V. Raises Stock Holdings in CrowdStrike $CRWD

Mn Services Vermogensbeheer B.V. lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 96,067 shares of the company’s stock after acquiring an additional 2,367 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in CrowdStrike were worth $45,032,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of CRWD. Asset Planning Inc purchased a new stake in CrowdStrike in the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike during the 3rd quarter worth $25,000. Anchor Investment Management LLC purchased a new position in CrowdStrike during the 3rd quarter worth $25,000. Miller Global Investments LLC acquired a new position in CrowdStrike in the fourth quarter valued at $26,000. Finally, Logan Capital Management Inc. purchased a new stake in shares of CrowdStrike in the third quarter valued at about $26,000. 71.16% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Barclays decreased their target price on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. Piper Sandler upgraded CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price target on the stock in a research report on Monday, March 2nd. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. UBS Group reaffirmed an “overweight” rating on shares of CrowdStrike in a research report on Wednesday, March 4th. Finally, Sanford C. Bernstein lifted their target price on CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research note on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $505.08.

Insiders Place Their Bets

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’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 sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO George Kurtz sold 31,915 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $411.88, for a total transaction of $13,145,150.20. Following the transaction, the chief executive officer directly owned 2,162,415 shares in the company, valued at approximately $890,655,490.20. This trade represents a 1.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 116,469 shares of company stock worth $48,369,351. Corporate insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wolfe Research upgraded CRWD to “outperform” and set a $450 price target (~20–22% upside), a direct catalyst cited for Monday’s rally. CrowdStrike jumps as analyst flags 20% upside amid AI fears
• Positive Sentiment: Morgan Stanley reiterated bullish conviction, naming CrowdStrike a top AI-security pick and keeping its buy stance — supporting the narrative that AI risks could boost security spend. CrowdStrike Gains 4% as Morgan Stanley Names It a Top AI Security Bet
• Positive Sentiment: Analysts cited an escalation in Iranian cyber activity as a bullish demand driver; Benzinga reports a “double upgrade” tied to geopolitical risk raising prospects for more enterprise security spending. CrowdStrike Gets Double Upgrade As Iran’s Cyber Army Escalates Attacks
• Positive Sentiment: Macro and thematic pieces argue the pullback creates an attractive entry given CrowdStrike’s AI-driven endpoint leadership and subscription model — framing the sell-off as a buying opportunity for long-term investors. 3 Reasons CRWD Has Explosive Upside Potential
• Neutral Sentiment: Options and trading commentary suggest some traders plan to “sell the rip” into upgrade-driven rallies, signaling potential short-term volatility even as analyst support grows. CRWD “Sell the Rip” Options Strategy on Upgrade & Rally
• Neutral Sentiment: Insider activity: March filings show ~$28M of CRWD insider sales tied to RSU tax-withholding, which MarketBeat frames as non-bearish but may still concern some investors monitoring insider flows. Cybersecuity Signals: CEO Buys PAWN, Insider Sales Hit CRWD, RBRK
• Negative Sentiment: Broader negative pressure persists from debates that agentic AI tools could displace parts of traditional cybersecurity or compress margins; commentary and recent steep pullbacks highlight execution and secular-risk concerns investors still weigh. I’ve Changed My Mind on CrowdStrike Stock. The Agentic AI Boom Changes Everything.

CrowdStrike Trading Up 2.8%

NASDAQ CRWD opened at $380.06 on Tuesday. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $96.39 billion, a P/E ratio of -513.59, a P/E/G ratio of 16.21 and a beta of 1.07. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The firm has a 50-day moving average price of $416.18 and a 200 day moving average price of $468.66.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same quarter in the previous year, the company earned $1.03 EPS. The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. Equities research analysts expect that CrowdStrike will post 0.55 EPS 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.