CrowdStrike $CRWD Shares Acquired by Westpac Banking Corp

Westpac Banking Corp grew its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 81.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 6,397 shares of the company’s stock after purchasing an additional 2,874 shares during the quarter. Westpac Banking Corp’s holdings in CrowdStrike were worth $3,137,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in CrowdStrike by 1.9% in the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock valued at $11,708,557,000 after buying an additional 445,926 shares during the last quarter. State Street Corp grew its stake 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 worth $5,502,917,000 after acquiring an additional 370,965 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of CrowdStrike by 5.0% during the second quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after acquiring an additional 273,922 shares in the last quarter. Laurel Wealth Advisors LLC increased its holdings in shares of CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of CrowdStrike in the 2nd quarter valued at approximately $1,638,365,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Analysts Set New Price Targets

Several analysts have weighed in on CRWD shares. BNP Paribas Exane boosted their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. DA Davidson reiterated a “buy” rating and set a $580.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Citizens Jmp reissued a “market outperform” rating and set a $500.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. Citigroup upped their target price on CrowdStrike from $595.00 to $610.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Finally, Jefferies Financial Group raised their target price on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and an average price target of $538.28.

Insider Buying and Selling at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. The trade was a 1.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction 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 sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $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. Over the last ninety days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is currently owned by insiders.

CrowdStrike Price Performance

Shares of CRWD opened at $363.31 on Thursday. The business’s 50-day moving average is $442.81 and its two-hundred day moving average is $470.33. The company has a market capitalization of $91.59 billion, a P/E ratio of -288.34, a P/E/G ratio of 19.70 and a beta of 1.03. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. 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 (NASDAQ:CRWD) last issued its earnings results on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.93 earnings per share. Research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnership with VAST Data to build a unified security model for the AI lifecycle — strengthens CrowdStrike’s position in AI-era enterprise security by combining data governance with Falcon telemetry. VAST Data and CrowdStrike Partner
• Positive Sentiment: Splashtop announced integration with the Falcon platform to simplify endpoint deployments and visibility in Windows environments — operational partnerships can help adoption and reduce friction for customers. Splashtop Integration
• Positive Sentiment: Brokerage consensus remains constructive — CRWD still carries a “Moderate Buy” consensus from analysts, supporting the view some investors see further upside after the pullback. Consensus Rating
• Neutral Sentiment: Several independent bullish writeups (Seeking Alpha, TipRanks) argue the AI-driven selloff is overdone, noting CrowdStrike’s Falcon data flywheel, network effects and high switching costs — these are opinion pieces that support a buying case but don’t change fundamentals immediately. Seeking Alpha Upgrade
• Neutral Sentiment: TipRanks coverage highlights CrowdStrike widening its moat even as “Claude” (Anthropic) raises investor anxiety — useful context for longer‑term holders but mixed for short‑term price action. TipRanks Moat Piece
• Negative Sentiment: Oppenheimer cut its price target (from $580 to $500) and flagged a more cautious near‑term outlook — a visible analyst PT cut that can pressure sentiment. Oppenheimer Forecast
• Negative Sentiment: TD Cowen lowered its target (to $480 from $580) while maintaining a buy rating — another PT reduction that feeds the near‑term selloff narrative. TD Cowen Forecast
• Negative Sentiment: Market reaction to Anthropic’s Claude Code Security (and other AI tools) sparked an indiscriminate selloff in cybersecurity names; CrowdStrike was reported trading down after an analyst action — AI‑tool announcements are the proximate cause of the drop in sentiment. Anthropic Selloff
• Negative Sentiment: Stifel trimmed its price target to $480 and at least one report notes CRWD traded down ~9.8% after an analyst downgrade — analyst actions and downward PT revisions are amplifying intraday losses. Stifel PT Cut / Trading Down

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.