Del Sette Capital Management LLC Sells 3,917 Shares of CrowdStrike $CRWD

Del Sette Capital Management LLC trimmed its position in shares of CrowdStrike (NASDAQ:CRWD) by 80.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 935 shares of the company’s stock after selling 3,917 shares during the period. Del Sette Capital Management LLC’s holdings in CrowdStrike were worth $459,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of the company. Asset Planning Inc purchased a new stake in CrowdStrike in the 3rd quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in CrowdStrike during the third quarter valued at about $25,000. Anchor Investment Management LLC bought a new position in CrowdStrike during the third quarter worth about $25,000. Logan Capital Management Inc. purchased a new position in shares of CrowdStrike in the third quarter worth about $26,000. Finally, Howard Hughes Medical Institute purchased a new position in shares of CrowdStrike in the second quarter worth about $27,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Stock Up 2.2%

CRWD opened at $433.20 on Wednesday. The company has a fifty day moving average price of $427.47 and a 200-day moving average price of $469.94. The firm has a market capitalization of $109.87 billion, a P/E ratio of -585.40, a price-to-earnings-growth ratio of 18.59 and a beta of 1.07. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $1.30 billion. During the same quarter last year, the business posted $1.03 earnings per share. The firm’s revenue was up 23.8% compared to the same quarter last year. Equities research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Morgan Stanley upgraded CRWD to Overweight and named it a Top Pick following Q4 FY26 results, signaling increased institutional conviction. Read More.
• Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating and set a $550 price target, highlighting a sizable upside case versus current levels. Read More.
• Positive Sentiment: Expanded NVIDIA collaboration: CrowdStrike unveiled a Secure‑by‑Design AI blueprint and deepened work on agentic MDR with NVIDIA, claiming faster investigations and improved triage accuracy — these moves embed Falcon into AI toolchains and address a growing enterprise security need. Read More.
• Positive Sentiment: Partnerships with Nebius and World Wide Technology position Falcon on AI‑optimized cloud infrastructure and in an AI proving ground, helping CrowdStrike capture security spend as enterprises deploy large‑scale AI. Read More.
• Positive Sentiment: Product/ARR momentum: Falcon Flex ARR topped $1.69B in Q4 FY26, supporting the narrative that platform adoption is expanding and driving durable recurring revenue growth. Read More.
• Neutral Sentiment: Analyst/industry commentary: Multiple outlets (24/7 Wall St., MarketBeat) are highlighting CrowdStrike as a core AI-security player alongside Okta, framing the company as well‑positioned for growing AI security budgets — this is positive context but not new financial data. Read More.
• Negative Sentiment: Sector headwinds: broader software group weakness and the “SaaS‑pocalypse” narrative remain risks — even with company‑specific positives, macro/valuation pressure on growth names could cap near‑term upside. Read More.

Insider Transactions at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 90,024 shares of company stock worth $40,424,241. 3.32% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. DA Davidson upped their price target on shares of CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. BNP Paribas Exane lowered their target price on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Wednesday, March 4th. Susquehanna raised their price target on CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a report on Wednesday, December 3rd. Morgan Stanley upgraded CrowdStrike from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $487.00 to $510.00 in a research report on Tuesday, March 10th. Finally, JPMorgan Chase & Co. decreased their price objective on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike 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.