CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere Sells 10,516 Shares

CrowdStrike (NASDAQ:CRWD) CFO Burt Podbere sold 10,516 shares of the business’s stock in a transaction on 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 in the company, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

CrowdStrike Stock Performance

NASDAQ:CRWD traded down $4.30 during trading hours on Tuesday, reaching $478.84. The stock had a trading volume of 1,995,918 shares, compared to its average volume of 2,424,052. The stock has a 50 day simple moving average of $514.92 and a 200 day simple moving average of $482.53. The stock has a market cap of $120.72 billion, a P/E ratio of -380.03, a price-to-earnings-growth ratio of 116.21 and a beta of 1.09. 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 quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating 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 firm 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 business’s revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Institutional Trading of CrowdStrike

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of CrowdStrike by 30.2% during the first quarter. Wellington Management Group LLP now owns 12,092 shares of the company’s stock worth $4,263,000 after purchasing an additional 2,807 shares in the last quarter. Compound Planning Inc. boosted its stake in CrowdStrike by 3.3% in the 1st quarter. Compound Planning Inc. now owns 2,407 shares of the company’s stock worth $849,000 after purchasing an additional 76 shares during the period. Sax Wealth Advisors LLC acquired a new position in CrowdStrike during the first quarter worth $264,000. Finally, Smartleaf Asset Management LLC grew its position in shares of CrowdStrike by 34.8% in the 1st quarter. Smartleaf Asset Management LLC now owns 1,397 shares of the company’s stock valued at $499,000 after acquiring an additional 361 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Company momentum: Recent coverage and analyst write-ups highlight exceptional ARR and Net New ARR growth (including large improvements from Falcon Flex) and raised ARR guidance that underline durable subscription expansion. CrowdStrike: My Cybersecurity Pick For 2026
• Positive Sentiment: Partnerships as growth levers: Expanded AWS integration and deals with system integrators (Deloitte, Wipro) should speed Falcon adoption, which can convert trials into recurring revenue and larger, stickier deals. CrowdStrike Looks Unstoppable—But Has the Market Priced It In?
• Positive Sentiment: Analyst/sector bullishness: Industry pieces (Zacks, others) place CrowdStrike among top cybersecurity picks as enterprises lift spending to protect cloud/AI systems — a structural tailwind for CRWD. 3 Cybersecurity Stocks to Protect the Digital World in 2026
• Neutral Sentiment: Valuation debate / consolidation: Multiple pieces note CrowdStrike’s strong results but caution that much of the company’s growth may already be priced in, and the stock is consolidating after recent highs. This is more of a mixed/market-perception factor than a direct operational problem. CrowdStrike Stock Can’t Catch a Break—Even After a Blowout Quarter
• Negative Sentiment: Insider selling by top executives: CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and CAO Anurag Saha disclosed sales totaling tens of thousands of shares on Dec. 22 — sizeable dollar amounts that can be perceived as profit-taking and may pressure sentiment. (CEO SEC filing) CEO Form 4 (CFO) CFO Form 4 (President) President Form 4 (CAO) CAO Form 4
• Negative Sentiment: Technical/market-pressure: The stock has slipped below the 50‑day moving average and faces near-term consolidation; with valuation already stretched, that technical break combined with profit-taking increases downside pressure until buyers reassert confidence. MarketBeat technical discussion

Analysts Set New Price Targets

Several equities analysts recently commented on CRWD shares. BNP Paribas Exane increased their price objective on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Barclays boosted their price objective on CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. Stifel Nicolaus lifted their target price on CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a research note on Monday, November 17th. UBS Group increased their price objective on shares of CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Finally, Capital One Financial increased their target price on CrowdStrike from $599.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $555.10.

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.