Atlantic Union Bankshares Corp Buys 2,222 Shares of CrowdStrike $CRWD

Atlantic Union Bankshares Corp increased its position in CrowdStrike (NASDAQ:CRWD) by 147.2% during the 3rd quarter, Holdings Channel reports. The firm owned 3,731 shares of the company’s stock after acquiring an additional 2,222 shares during the quarter. Atlantic Union Bankshares Corp’s holdings in CrowdStrike were worth $1,830,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after acquiring an additional 596,007 shares in the last quarter. State Street Corp lifted its position in shares of CrowdStrike by 3.6% in the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares during the period. Geode Capital Management LLC boosted its stake 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 purchasing an additional 273,922 shares in the last quarter. Laurel Wealth Advisors LLC increased its holdings in 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 buying an additional 4,285,640 shares during the period. Finally, Norges Bank purchased a new stake in CrowdStrike during the second quarter worth $1,638,365,000. 71.16% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on CRWD shares. BMO Capital Markets lifted their price target on CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. TD Cowen reiterated a “buy” rating on shares of CrowdStrike in a report on Thursday, January 8th. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Zacks Research downgraded shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday. Finally, Evercore ISI boosted their price objective on shares of CrowdStrike from $430.00 to $460.00 and gave the stock an “in-line” rating in a research note on Wednesday, December 3rd. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $555.21.

Key Stories Impacting CrowdStrike

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.

CrowdStrike Trading Down 3.9%

NASDAQ 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 fifty day simple moving average of $476.87 and a two-hundred day simple moving average of $476.77. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market cap of $106.32 billion, a P/E ratio of -334.71, a P/E/G ratio of 27.22 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Wednesday, December 3rd. 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 return on equity of 2.12% and a negative net margin of 6.88%.The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the firm earned $0.93 EPS. The firm’s revenue was up 21.8% on a year-over-year basis. On average, analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Activity

In related news, CAO Anurag Saha sold 836 shares of the stock in a transaction that occurred 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 transaction, the chief accounting officer owned 43,726 shares in the company, valued at approximately $20,849,868.58. This represents a 1.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Burt W. Podbere sold 1,630 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $438.33, for a total transaction of $714,477.90. Following the transaction, the chief financial officer directly owned 177,484 shares of the company’s stock, valued at $77,796,561.72. This represents a 0.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 63,523 shares of company stock valued at $30,533,092. 3.32% of the stock is owned by insiders.

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.