Silver Oak Securities Incorporated Raises Stock Holdings in CrowdStrike $CRWD

Silver Oak Securities Incorporated grew its stake in shares of CrowdStrike (NASDAQ:CRWD) by 394.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,954 shares of the company’s stock after acquiring an additional 2,357 shares during the quarter. Silver Oak Securities Incorporated’s holdings in CrowdStrike were worth $1,449,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. OMC Financial Services LTD lifted its position in CrowdStrike by 1.0% during the third quarter. OMC Financial Services LTD now owns 10,890 shares of the company’s stock valued at $5,340,000 after purchasing an additional 105 shares during the period. Global Financial Private Client LLC raised its stake in CrowdStrike by 5.6% during the 3rd quarter. Global Financial Private Client LLC now owns 1,040 shares of the company’s stock valued at $510,000 after buying an additional 55 shares during the last quarter. Golden State Equity Partners lifted its holdings in shares of CrowdStrike by 5.7% during the 3rd quarter. Golden State Equity Partners now owns 2,471 shares of the company’s stock valued at $1,212,000 after buying an additional 133 shares during the period. Daner Wealth Management LLC bought a new position in shares of CrowdStrike during the 3rd quarter valued at $278,000. Finally, Financial Consulate Inc. purchased a new position in shares of CrowdStrike in the 3rd quarter worth $101,000. 71.16% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, President Michael Sentonas sold 15,000 shares of the business’s stock in a transaction dated Wednesday, October 8th. The stock was sold at an average price of $505.00, for a total value of $7,575,000.00. Following the transaction, the president directly owned 364,116 shares in the company, valued at $183,878,580. The trade was a 3.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Sameer K. Gandhi sold 5,000 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $550.20, for a total value of $2,751,000.00. Following the sale, the director owned 765,456 shares of the company’s stock, valued at $421,153,891.20. This represents a 0.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 98,395 shares of company stock worth $49,645,217 in the last three months. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Price Performance

NASDAQ CRWD opened at $453.58 on Friday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The stock has a market cap of $114.35 billion, a price-to-earnings ratio of -359.98, a PEG ratio of 112.75 and a beta of 1.09. The company’s 50 day moving average is $509.99 and its two-hundred day moving average is $482.33.

CrowdStrike (NASDAQ:CRWD) last announced 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 firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period in the prior year, the company 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. As a group, research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on CRWD shares. Cowen reiterated a “buy” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Robert W. Baird increased their price objective on shares of CrowdStrike from $490.00 to $550.00 and gave the stock a “neutral” rating in a research note on Friday, November 14th. DZ Bank lowered shares of CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 target price for the company. in a research report on Wednesday, September 24th. Finally, Barclays upped their target price on shares of CrowdStrike from $515.00 to $610.00 and gave the company an “overweight” rating in a report on Friday, November 14th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $555.10.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts and sector pieces continue to flag CrowdStrike as a top cybersecurity pick due to its cloud-native Falcon platform and the convergence of identity and endpoint security, supporting medium-term demand for CRWD. 3 Top Cybersecurity Stocks to Buy in January
• Positive Sentiment: Industry outlook pieces highlight identity+endpoint convergence as a tailwind for market leaders like CrowdStrike, suggesting structural demand that could support revenues and ARR over 2026. 3 Cybersecurity Stocks to Watch in 2026 as Identity and Endpoint Converge (CRWD)
• Neutral Sentiment: MarketBeat notes CrowdStrike remains “best‑in‑breed” with strong ARR and margin improvement, but flags that decelerating growth vs. a ~30x sales multiple makes CRWD a tougher trade into 2026 — supportive fundamentals but narrower margin for error. CrowdStrike Is Still Best-in-Breed—But 2026 May Be a Tough Trade
• Negative Sentiment: Recent reports of insider selling — including a CAO sale of roughly $398k and broader insider offloads highlighted by media — are spooking investors and can amplify downward pressure, especially given the premium valuation. CrowdStrike (NASDAQ:CRWD) CAO Sells $398,629.88 in Stock
• Negative Sentiment: Short-form market stories and commentaries point to a pullback (and a modest intraday decline) driven by valuation concerns, decelerating growth expectations, and tactical traders trimming exposure — factors likely driving today’s downside. CrowdStrike (NASDAQ:CRWD) Stock Price Down 1.4% – Here’s Why
• Negative Sentiment: Barchart coverage on insider offloads underscores investor unease; even if fundamentals remain healthy, persistent insider selling and a shift toward lower-multiple, cash-generating names could keep selling pressure on CRWD. CrowdStrike Insiders Are Offloading CRWD Stock. Should You?

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.