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

Mn Services Vermogensbeheer B.V. grew its stake in shares of CrowdStrike (NASDAQ:CRWD) by 2.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm 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.

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

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on CRWD shares. Truist Financial dropped their price target on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. HSBC increased their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research note on Thursday, December 4th. Zacks Research upgraded shares of CrowdStrike from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 3rd. BNP Paribas Exane cut their target price on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Wednesday, March 4th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $520.00 price target on shares of CrowdStrike in a report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $505.08.

CrowdStrike Trading Up 2.8%

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

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

Insiders Place Their Bets

In related news, CFO Burt W. Podbere sold 15,918 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the transaction, the chief financial officer owned 195,523 shares of the company’s stock, valued at approximately $80,252,415.35. This represents a 7.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, President Michael Sentonas sold 19,367 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the sale, the president owned 406,944 shares in the company, valued at approximately $167,278,400.64. This trade represents a 4.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 116,469 shares of company stock valued at $48,369,351. 3.32% of the stock is currently owned by insiders.

Key Headlines Impacting 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.

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.