Gladstone Institutional Advisory LLC Purchases 1,325 Shares of CrowdStrike $CRWD

Gladstone Institutional Advisory LLC lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 9.9% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 14,707 shares of the company’s stock after buying an additional 1,325 shares during the period. Gladstone Institutional Advisory LLC’s holdings in CrowdStrike were worth $7,212,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CRWD. AlphaQuest LLC bought a new position in shares of CrowdStrike during the second quarter valued at $26,000. Howard Hughes Medical Institute bought a new stake in shares of CrowdStrike in the 2nd quarter valued at $27,000. Financial Gravity Companies Inc. acquired a new stake in shares of CrowdStrike in the 2nd quarter valued at about $33,000. Financial Management Professionals Inc. increased its stake in CrowdStrike by 91.9% during the 2nd quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock valued at $36,000 after purchasing an additional 34 shares in the last quarter. Finally, Loomis Sayles & Co. L P bought a new position in CrowdStrike in the 2nd quarter valued at about $36,000. Institutional investors own 71.16% of the company’s stock.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades and price-target revisions in Q4 pushed sentiment notably higher; MarketBeat highlights 40 bullish updates that strengthened a Moderate Buy consensus and imply double-digit (and in some scenarios ~20%+) upside for CRWD into 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026 (CRWD)
• Positive Sentiment: Product adoption is accelerating: Zacks reports Falcon Flex ARR topped ~$1.35B as large expansions and “re-Flex” deals are driving platform adoption — a direct revenue-growth signal that supports higher forward estimates. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and an expanded AI-focused accelerator with AWS and NVIDIA reinforce CrowdStrike’s AI/security narrative and ecosystem reach — a strategic win for long-term product differentiation and go-to-market. (Coverage in Yahoo/analysis explores whether this reshapes CrowdStrike’s long-term story.) Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)?
• Positive Sentiment: CrowdStrike, AWS and NVIDIA formally announced the 2026 Cybersecurity Startup Accelerator (35 startups selected), signaling continued investment in AI-driven cloud security innovation and pipeline development. CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Zacks’ broader analyst blog groups CrowdStrike with defense/tech beneficiaries of recent geopolitical shifts — a background macro tailwind but not an immediate company-specific catalyst. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Neutral Sentiment: CrowdStrike CEO’s reported ~$300M purchase of part of the Mercedes F1 team drew headlines — a high-profile personal investment that signals insider wealth but is not a direct operational catalyst. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Negative Sentiment: Valuation concerns persist: The Motley Fool and other coverage flag CrowdStrike among the pricier AI/security names, warning that frothy multiples could limit upside if growth disappoints. That narrative can cap near-term upside and increase sensitivity to execution misses. Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story. Here Are 2 AI Stocks With the Frothiest Valuations.
• Negative Sentiment: Competitive pressure noted in MarketBeat’s SentinelOne piece highlights a cheaper rival with upside potential — a reminder that relative valuation and share gains at peers can temper CRWD’s momentum. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity (CRWD)

Insider Transactions at CrowdStrike

In related news, President Michael Sentonas sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 8th. The stock was sold at an average price of $505.00, for a total transaction of $7,575,000.00. Following the completion of the transaction, the president owned 364,116 shares in the company, valued at $183,878,580. This represents 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 through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 98,395 shares of company stock valued at $49,645,217. 3.32% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts recently commented on CRWD shares. Piper Sandler increased their price target on CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Needham & Company LLC lifted their target price on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Zacks Research lowered CrowdStrike from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 24th. HSBC increased their price target on CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research report on Thursday, December 4th. Finally, JMP Securities raised their target price on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research report on Tuesday, September 23rd. Thirty-two investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $555.10.

CrowdStrike Trading Up 0.7%

CrowdStrike stock opened at $456.55 on Tuesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The stock has a market cap of $115.10 billion, a P/E ratio of -362.34, a PEG ratio of 109.10 and a beta of 1.03. The firm’s fifty day moving average price is $508.53 and its 200-day moving average price is $482.04.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same period in the previous year, the business posted $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.