CrowdStrike $CRWD Shares Acquired by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 3.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,812 shares of the company’s stock after acquiring an additional 1,418 shares during the quarter. CrowdStrike comprises 1.1% of Adell Harriman & Carpenter Inc.’s portfolio, making the stock its 26th biggest position. Adell Harriman & Carpenter Inc.’s holdings in CrowdStrike were worth $18,542,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of CRWD. Asset Planning Inc acquired a new position in CrowdStrike during the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of CrowdStrike in the third quarter worth $25,000. AlphaQuest LLC purchased a new position in shares of CrowdStrike in the 2nd quarter valued at $26,000. Howard Hughes Medical Institute acquired a new position in shares of CrowdStrike during the 2nd quarter valued at $27,000. Finally, Pinnacle Bancorp Inc. acquired a new position in shares of CrowdStrike during the 3rd quarter valued at $27,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Macquarie reiterated a “neutral” rating and issued a $485.00 price target on shares of CrowdStrike in a report on Tuesday, January 27th. TD Cowen reaffirmed a “buy” rating on shares of CrowdStrike in a research report on Thursday, January 8th. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. BTIG Research reissued a “buy” rating and set a $640.00 price target on shares of CrowdStrike in a research report on Tuesday, January 13th. Finally, Westpark Capital restated a “hold” rating on shares of CrowdStrike in a report on Wednesday, October 15th. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $555.21.

Insiders Place Their Bets

In other news, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO George Kurtz sold 6,777 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $438.60, for a total transaction of $2,972,392.20. Following the sale, the chief executive officer directly owned 2,083,755 shares of the company’s stock, valued at approximately $913,934,943. This represents a 0.32% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 63,523 shares of company stock worth $30,533,092. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Trading Down 3.9%

CRWD opened at $421.73 on Wednesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The stock has a market capitalization of $106.32 billion, a PE ratio of -334.71, a P/E/G ratio of 27.22 and a beta of 1.03. The firm’s fifty day moving average price is $476.87 and its 200 day moving average price is $476.77.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.93 EPS. As a group, research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in the 2026 Gartner Peer Insights “Voice of the Customer” report — a product-validation win that supports enterprise demand and renewal/upsell expectations. Read More.
• Positive Sentiment: Coverage highlights CrowdStrike’s expansion into cloud security and identity protection, reinforcing recurring revenue potential and cross-sell opportunities that underpin longer-term ARR growth. Read More.
• Neutral Sentiment: The company announced the date for its Q4 & FY2026 results conference call — a near-term event that could produce volatility depending on guidance, ARR/renewal commentary and model refresh. Read More.
• Neutral Sentiment: Aggregate analyst coverage is mixed: many firms remain constructive on growth, but debates over valuation are producing divergent views that can amplify intraday moves. See broker roundup for context. Read More.
• Negative Sentiment: Zacks Research downgraded CRWD from “hold” to “strong sell,” a high‑visibility rating change that likely contributed to selling pressure among investors watching analyst signals. Read More.
• Negative Sentiment: Two insider sales disclosed: CEO George Kurtz sold 6,777 shares (~$2.97M) and CFO Burt Podbere sold 1,630 shares (~$714k). Large insider sales, even if planned, often trigger short‑term negative sentiment. Read More. • Read More.
• Negative Sentiment: Market pieces highlight a “floor test” after a competitor (Fortinet) upgrade and note valuation concerns after a >20% pullback from the 52‑week high — narratives that can sustain selling in high‑multiple growth names. Read More. • Read More.

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.