Signal Advisors Wealth LLC lifted its stake in CrowdStrike (NASDAQ:CRWD – Free Report) by 87.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,112 shares of the company’s stock after purchasing an additional 3,327 shares during the quarter. Signal Advisors Wealth LLC’s holdings in CrowdStrike were worth $3,488,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after buying an additional 596,007 shares during the last quarter. State Street Corp increased its position in shares of CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock valued at $5,502,917,000 after acquiring an additional 370,965 shares in the last quarter. Geode Capital Management LLC raised its holdings in CrowdStrike by 5.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after acquiring an additional 273,922 shares during the last quarter. Laurel Wealth Advisors LLC increased its holdings in shares of CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of CrowdStrike in the 2nd quarter worth $1,638,365,000. 71.16% of the stock is owned by hedge funds and other institutional investors.
CrowdStrike News Summary
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: J.P. Morgan reaffirmed a Buy rating, citing CrowdStrike’s structural advantages, SIEM displacement opportunity, and continued platform momentum — a catalyst for investor confidence in growth and market share gains. Article Title
- Positive Sentiment: Citizens (reported via InsiderMonkey) maintained a “Market Outperform” stance and a $550 price target, defending CrowdStrike’s premium valuation on the strength of its endpoint leadership — supports upside expectations. Article Title
- Positive Sentiment: Stephens & Co. reiterated an Overweight recommendation and a $590 price target (reported across outlets), signaling significant upside from current levels and reinforcing institutional buy-side interest. Article Title
- Positive Sentiment: Coverage highlights CrowdStrike’s AI/security moat and recent Amazon integrations, which investors view as strengthening its platform differentiation and long-term recurring-revenue profile. Product/partner news like this can support a re-rating of the multiple. Article Title
- Neutral Sentiment: Zacks flagged CrowdStrike as a “trending” stock among its users — increased attention can boost volume and short-term volatility but isn’t a direct fundamental catalyst. Article Title
- Neutral Sentiment: Morgan Stanley reaffirmed a Hold rating — a reminder that some strategists view the valuation as already pricing in significant growth; this can temper a unanimous bullish narrative. Article Title
- Neutral Sentiment: Coverage of options activity and recent intraday outperformance suggests elevated trading interest and positioning by derivatives traders — can amplify moves but doesn’t change fundamentals. Article Title
- Neutral Sentiment: MarketWatch noted the stock’s recent outperformance versus the broader market — reflects the combined effect of analyst notes, product/partnership news, and retail interest rather than a single new fundamental event. Article Title
Analyst Upgrades and Downgrades
View Our Latest Analysis on CRWD
CrowdStrike Trading Up 0.9%
CrowdStrike stock opened at $481.36 on Friday. The business has a 50-day simple moving average of $515.43 and a two-hundred day simple moving average of $482.28. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a market cap of $121.35 billion, a P/E ratio of -382.03, a P/E/G ratio of 114.79 and a beta of 1.09.
CrowdStrike (NASDAQ:CRWD – Get Free Report) last posted its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm’s revenue was up 21.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Analysts predict that CrowdStrike will post 0.55 EPS for the current year.
Insider Buying and Selling at CrowdStrike
In related news, CFO Burt W. Podbere sold 10,706 shares of CrowdStrike stock in a transaction on Monday, September 22nd. The stock was sold at an average price of $495.67, for a total transaction of $5,306,643.02. Following the transaction, the chief financial officer directly owned 220,424 shares in the company, valued at approximately $109,257,564.08. The trade was a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total value of $3,994,660.00. Following the sale, the director directly owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 120,595 shares of company stock worth $61,294,989. Insiders own 3.32% of the company’s 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.
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