CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Grows Position in CrowdStrike $CRWD

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT lifted its holdings in CrowdStrike (NASDAQ:CRWD) by 228.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 23,000 shares of the company’s stock after purchasing an additional 16,000 shares during the period. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT’s holdings in CrowdStrike were worth $11,279,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CRWD. Brighton Jones LLC grew its position in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Canada Pension Plan Investment Board lifted its position in CrowdStrike by 555.1% during the first quarter. Canada Pension Plan Investment Board now owns 33,144 shares of the company’s stock worth $11,686,000 after buying an additional 28,085 shares in the last quarter. Flputnam Investment Management Co. boosted its stake in CrowdStrike by 181.9% during the first quarter. Flputnam Investment Management Co. now owns 3,092 shares of the company’s stock worth $1,090,000 after buying an additional 1,995 shares during the last quarter. First Financial Bankshares Inc purchased a new stake in CrowdStrike in the 1st quarter valued at $305,000. Finally, Focus Partners Advisor Solutions LLC increased its stake in shares of CrowdStrike by 36.2% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 2,308 shares of the company’s stock worth $814,000 after acquiring an additional 613 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction dated Monday, December 22nd. The stock was 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 of the company’s stock, valued at $86,571,169.62. The trade was a 5.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Sameer K. Gandhi sold 5,000 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the sale, the director owned 765,456 shares in the company, valued at $421,153,891.20. This trade represents a 0.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 98,395 shares of company stock worth $49,645,217 over the last ninety days. Company insiders own 3.32% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Broader AI/cyber momentum — Wedbush and other strategists are pushing AI-themed portfolios into 2026, reinforcing demand for security vendors like CrowdStrike as AI adoption drives enterprise spend. Microsoft and Palantir Lead Wedbush’s Top AI Picks for 2026
• Positive Sentiment: Wall Street spotlight on AI winners — several analyst roundups name CrowdStrike among key cyber‑AI beneficiaries for 2026, supporting analyst upgrades and higher price targets that underlie bullish investor positioning. Top Wall Street analyst picks 5 AI stocks for 2026
• Positive Sentiment: MarketBeat / analyst upgrade momentum — MarketBeat lists CRWD among the most‑upgraded names, citing AI‑enabled product strength, acquisitions and improving margins as catalysts for mid‑teens upside consensus. The 5 Most Upgraded Stocks from 2025: Double-Digit Upside in 2026
• Positive Sentiment: Fresh investor interest noted — coverage pieces (Zacks, MSN commentary) highlight CrowdStrike as a top cyber‑AI exposure, which can attract momentum flows into CRWD. CrowdStrike (CRWD) is Attracting Investor Attention
• Neutral Sentiment: Unusual options activity — Benzinga flags notable options trades in CRWD, signaling elevated short‑term speculation or hedging; follow size/direction to infer whether bulls or bears are positioning. CrowdStrike Holdings Unusual Options Activity For December 30
• Neutral Sentiment: CEO performance award granted — CrowdStrike approved a new performance‑based equity grant for the CEO; intended to align incentives but could imply future dilution or model changes depending on vesting metrics. CrowdStrike Grants CEO New Performance-Based Equity Award
• Negative Sentiment: Insider selling — CAO Anurag Saha sold 836 shares (~$476.83 avg), trimming his stake; while not large, insider sales can prompt short‑term selling or signal liquidity needs to some investors. SEC Form 4: Anurag Saha sale

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $475.63 on Wednesday. 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. The company has a 50 day moving average price of $513.16 and a 200 day moving average price of $482.71. The stock has a market capitalization of $119.91 billion, a P/E ratio of -377.48, a PEG ratio of 114.47 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results 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. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the previous year, the company earned $0.93 earnings per share. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on CRWD shares. JPMorgan Chase & Co. boosted their price target on shares of CrowdStrike from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. Jefferies Financial Group increased their price target on shares of CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Royal Bank Of Canada restated an “outperform” rating and set a $621.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Wells Fargo & Company lifted their price target on shares of CrowdStrike from $550.00 to $600.00 and gave the company an “overweight” rating in a research report on Wednesday, October 1st. Finally, BMO Capital Markets increased their price objective on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Thirty-two investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $555.10.

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.