CrowdStrike $CRWD Position Boosted by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. lifted its stake in shares of CrowdStrike (NASDAQ:CRWD) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 29,346 shares of the company’s stock after purchasing an additional 1,757 shares during the period. CrowdStrike comprises about 2.1% of Newbridge Financial Services Group Inc.’s investment portfolio, making the stock its 11th biggest holding. Newbridge Financial Services Group Inc.’s holdings in CrowdStrike were worth $13,756,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after purchasing an additional 445,926 shares during the last quarter. State Street Corp lifted its position in shares of CrowdStrike by 1.1% during the third quarter. State Street Corp now owns 10,922,290 shares of the company’s stock worth $5,356,073,000 after purchasing an additional 117,639 shares during the last quarter. First Trust Advisors LP lifted its position in shares of CrowdStrike by 19.9% during the third quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock worth $1,274,940,000 after purchasing an additional 431,382 shares during the last quarter. Daiwa Securities Group Inc. lifted its position in shares of CrowdStrike by 33.5% during the third quarter. Daiwa Securities Group Inc. now owns 1,426,641 shares of the company’s stock worth $699,596,000 after purchasing an additional 357,865 shares during the last quarter. Finally, Voya Investment Management LLC lifted its position in shares of CrowdStrike by 9.8% during the third quarter. Voya Investment Management LLC now owns 1,160,496 shares of the company’s stock worth $568,680,000 after purchasing an additional 103,200 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Price Performance

NASDAQ CRWD opened at $398.61 on Tuesday. 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 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The firm has a market capitalization of $101.09 billion, a PE ratio of -538.65, a P/E/G ratio of 17.51 and a beta of 1.07. The company’s 50 day simple moving average is $410.52 and its 200 day simple moving average is $466.59.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 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 business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the business earned $1.03 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

CrowdStrike declared that its board has initiated a stock buyback program on Monday, April 6th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the company to reacquire up to 0.5% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Macquarie Infrastructure reaffirmed a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a research report on Tuesday, January 27th. Wells Fargo & Company initiated coverage on shares of CrowdStrike in a research report on Tuesday, March 3rd. They set an “overweight” rating and a $450.00 price target on the stock. BTIG Research cut their target price on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a report on Monday, March 2nd. Wedbush reissued an “outperform” rating and issued a $550.00 target price on shares of CrowdStrike in a report on Wednesday, March 4th. Finally, Citigroup cut their target price on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating on the stock in a report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $504.98.

Insider Buying and Selling at CrowdStrike

In related news, President Michael Sentonas sold 19,367 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the transaction, the president owned 406,944 shares in the company, valued at $167,278,400.64. This trade represents a 4.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This represents a 1.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 68,636 shares of company stock valued at $28,690,657. 3.32% of the stock is currently owned by company insiders.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Board boosts buyback by $500M to $1.5B total after record Q4, signaling management confidence; CFO cited AI tailwinds and a long-term $20B ARR ambition — buybacks can support EPS and provide a floor under the stock. CrowdStrike Expands Buyback Authorization To $1.5 Billion After Record Q4 FY26
• Positive Sentiment: Gartner Peer Insights names CrowdStrike a Customers’ Choice for Managed Detection & Response; Falcon Complete earned a 98% willingness-to-recommend score — this third-party validation can help sales/renewals and supports competitive positioning in AI-driven security demand. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Neutral Sentiment: Market/analyst commentary notes a rally around the buyback but also highlights valuation and sector headwinds — analysts still see upside (example $505 PT from some coverage) while the stock trades below its 200‑day average; investors are weighing buyback-driven EPS tailwinds against growth cadence and margins. CrowdStrike Just Bet Big On the Huge Disconnect Between Growth and Its Stock

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.