Carnegie Investment Counsel Buys 1,428 Shares of CrowdStrike $CRWD

Carnegie Investment Counsel boosted its stake in shares of CrowdStrike (NASDAQ:CRWD) by 6.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 22,601 shares of the company’s stock after purchasing an additional 1,428 shares during the quarter. Carnegie Investment Counsel’s holdings in CrowdStrike were worth $11,083,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. AlphaQuest LLC acquired a new stake in shares of CrowdStrike during the 2nd quarter worth about $26,000. Howard Hughes Medical Institute acquired a new stake in shares of CrowdStrike during the second quarter worth approximately $27,000. Financial Gravity Companies Inc. bought a new position in shares of CrowdStrike in the second quarter valued at approximately $33,000. Saudi Central Bank acquired a new position in shares of CrowdStrike in the 1st quarter worth approximately $34,000. Finally, Financial Management Professionals Inc. grew its position in CrowdStrike by 91.9% during the 2nd quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock worth $36,000 after acquiring an additional 34 shares during the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Buying and Selling at CrowdStrike

In related news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the transaction, the chief financial officer directly owned 179,114 shares in the company, valued at $86,571,169.62. The trade was a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 117,559 shares of company stock valued at $59,246,587 over the last quarter. 3.32% of the stock is owned by corporate insiders.

CrowdStrike Trading Up 0.9%

CRWD opened at $481.19 on Friday. The firm has a 50 day simple moving average of $514.28 and a 200 day simple moving average of $482.64. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a market cap of $121.31 billion, a price-to-earnings ratio of -381.90, a price-to-earnings-growth ratio of 114.76 and a beta of 1.09. 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 (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same period last year, the firm earned $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on CRWD shares. Macquarie reiterated a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a research report on Wednesday, December 3rd. Cowen reiterated a “buy” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Wedbush restated an “outperform” rating and issued a $600.00 price objective on shares of CrowdStrike in a research report on Monday, December 1st. Morgan Stanley boosted their target price on shares of CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 18th. Finally, Stephens reiterated an “overweight” rating and set a $590.00 target price on shares of CrowdStrike in a research report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $555.10.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wedbush reiterated a bullish view, highlighting CrowdStrike’s AI integration across its platform and positioning CRWD as a leader in AI-driven cybersecurity, which supports revenue growth and margin improvement expectations. CrowdStrike Stock in Focus — Wedbush Calls It ‘AI Cybersecurity Leader’ Ahead of 2026
• Positive Sentiment: Additional media coverage echoes Wedbush’s bullish stance, reinforcing investor attention on AI-driven product differentiation and subscription revenue expansion. CrowdStrike sees bullish views at Wedbush heading into 2026
• Positive Sentiment: Sector-level research (Zacks) lists CrowdStrike among four cybersecurity names with strong demand and durable moats for 2026, which supports multiple expansion narratives for leading vendors in the space. 4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
• Positive Sentiment: Retail coverage that includes CRWD on lists of stocks poised for strong growth helps retail interest and momentum chasing. Top 10 stocks poised for explosive growth
• Neutral Sentiment: Market quote pages and snapshots (Economic Times) reflect routine price tracking and do not add new fundamental information. CrowdStrike Holdings (CRWD) share price
• Neutral Sentiment: Reported short-interest data shows a nonsensical “0 shares / NaN” change and a 0.0 days-to-cover figure — likely a data/reporting error and not a reliable signal of bearish positioning. (Watch for corrected filings.)
• Negative Sentiment: The CFO sold roughly $5.08M of CRWD stock, which can be perceived negatively by investors as opportunistic insider selling even if it’s routine RSU diversification. CrowdStrike (NASDAQ:CRWD) CFO Sells $5,082,698.28 in Stock
• Negative Sentiment: The company’s President also sold about $5.5M of stock, adding to near-term supply pressure and investor concern about insider timing. Monitor SEC Form 4 details for context (planned sale vs. opportunistic). CrowdStrike (NASDAQ:CRWD) President Sells $5,498,758.58 in Stock

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.