Elo Mutual Pension Insurance Co Increases Stake in CrowdStrike $CRWD

Elo Mutual Pension Insurance Co raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 33.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,325 shares of the company’s stock after purchasing an additional 5,145 shares during the quarter. Elo Mutual Pension Insurance Co’s holdings in CrowdStrike were worth $9,967,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Asset Planning Inc bought a new stake in shares of CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike in the 3rd quarter valued at approximately $25,000. AlphaQuest LLC bought a new stake in CrowdStrike during the 2nd quarter valued at $26,000. Howard Hughes Medical Institute purchased a new stake in shares of CrowdStrike during the second quarter worth $27,000. Finally, Pinnacle Bancorp Inc. purchased a new stake in shares of CrowdStrike during the third quarter worth $27,000. Institutional investors own 71.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Needham & Company LLC lifted their price target on CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. UBS Group raised their target price on CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Wedbush reiterated an “outperform” rating and set a $600.00 price target on shares of CrowdStrike in a research report on Monday, December 1st. DA Davidson set a $425.00 price target on shares of CrowdStrike in a report on Thursday. Finally, Cantor Fitzgerald cut their price objective on shares of CrowdStrike from $590.00 to $520.00 and set an “overweight” rating for the company in a research report on Tuesday, February 24th. Thirty-one investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $528.74.

CrowdStrike Trading Down 2.4%

Shares of CrowdStrike stock opened at $371.98 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The firm has a market cap of $93.78 billion, a PE ratio of -295.22, a PEG ratio of 20.93 and a beta of 1.07. The company has a 50 day simple moving average of $438.69 and a two-hundred day simple moving average of $469.83.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly 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. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the prior year, the firm earned $0.93 EPS. The business’s revenue for the quarter was up 21.8% compared to the same quarter last year. Analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In other news, CFO Burt W. Podbere sold 7,871 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the transaction, the chief financial officer directly owned 169,613 shares in the company, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the transaction, the director directly owned 76,082 shares in the company, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by company insiders.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

About CrowdStrike

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.