Hennion & Walsh Asset Management Inc. Sells 2,143 Shares of CrowdStrike $CRWD

Hennion & Walsh Asset Management Inc. lessened its stake in CrowdStrike (NASDAQ:CRWD) by 17.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 10,480 shares of the company’s stock after selling 2,143 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in CrowdStrike were worth $4,913,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Asset Planning Inc bought a new position in CrowdStrike in the 3rd quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of CrowdStrike in the third quarter valued at approximately $25,000. Anchor Investment Management LLC purchased a new stake in shares of CrowdStrike in the third quarter valued at approximately $25,000. Miller Global Investments LLC bought a new position in CrowdStrike in the fourth quarter worth approximately $26,000. Finally, Logan Capital Management Inc. bought a new position in CrowdStrike in the third quarter worth approximately $26,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Trading Up 2.8%

NASDAQ CRWD opened at $380.06 on Tuesday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a 50 day moving average price of $416.18 and a 200 day moving average price of $468.66. 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 firm has a market cap of $96.39 billion, a PE ratio of -513.59, a price-to-earnings-growth ratio of 16.21 and a beta of 1.07.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period in the previous year, the business earned $1.03 EPS. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.

Insiders Place Their Bets

In related news, CAO Anurag Saha sold 1,138 shares of the stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total value of $467,786.28. Following the transaction, the chief accounting officer owned 42,588 shares in the company, valued at approximately $17,506,223.28. This represents a 2.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Burt W. Podbere sold 15,918 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the transaction, the chief financial officer directly owned 195,523 shares of the company’s stock, valued at $80,252,415.35. This represents a 7.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 116,469 shares of company stock valued at $48,369,351. Corporate insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

CRWD has been the subject of several research reports. Wolfe Research upgraded CrowdStrike from a “peer perform” rating to an “outperform” rating and set a $450.00 target price for the company in a report on Monday. DA Davidson raised their price target on CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. Oppenheimer decreased their price objective on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. Canaccord Genuity Group lowered their price objective on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a research note on Wednesday, March 4th. Finally, Loop Capital set a $550.00 target price on shares of CrowdStrike in a report on Thursday, December 11th. One 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $505.08.

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.