CrowdStrike $CRWD Shares Sold by Global Retirement Partners LLC

Global Retirement Partners LLC lessened its stake in CrowdStrike (NASDAQ:CRWD) by 33.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 7,901 shares of the company’s stock after selling 4,043 shares during the quarter. Global Retirement Partners LLC’s holdings in CrowdStrike were worth $3,874,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. AlphaQuest LLC purchased a new stake in shares of CrowdStrike during the second quarter valued at $26,000. Howard Hughes Medical Institute purchased a new position in shares of CrowdStrike during the 2nd quarter valued at $27,000. Financial Gravity Companies Inc. purchased a new stake in shares of CrowdStrike during the 2nd quarter worth about $33,000. Financial Management Professionals Inc. increased its stake in shares of 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 purchasing an additional 34 shares during the last quarter. Finally, Loomis Sayles & Co. L P bought a new position in shares of CrowdStrike during the 2nd quarter valued at $36,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts and sector pieces continue to flag CrowdStrike as a top cybersecurity pick due to its cloud-native Falcon platform and the convergence of identity and endpoint security, supporting medium-term demand for CRWD. 3 Top Cybersecurity Stocks to Buy in January
• Positive Sentiment: Industry outlook pieces highlight identity+endpoint convergence as a tailwind for market leaders like CrowdStrike, suggesting structural demand that could support revenues and ARR over 2026. 3 Cybersecurity Stocks to Watch in 2026 as Identity and Endpoint Converge (CRWD)
• Neutral Sentiment: MarketBeat notes CrowdStrike remains “best‑in‑breed” with strong ARR and margin improvement, but flags that decelerating growth vs. a ~30x sales multiple makes CRWD a tougher trade into 2026 — supportive fundamentals but narrower margin for error. CrowdStrike Is Still Best-in-Breed—But 2026 May Be a Tough Trade
• Negative Sentiment: Recent reports of insider selling — including a CAO sale of roughly $398k and broader insider offloads highlighted by media — are spooking investors and can amplify downward pressure, especially given the premium valuation. CrowdStrike (NASDAQ:CRWD) CAO Sells $398,629.88 in Stock
• Negative Sentiment: Short-form market stories and commentaries point to a pullback (and a modest intraday decline) driven by valuation concerns, decelerating growth expectations, and tactical traders trimming exposure — factors likely driving today’s downside. CrowdStrike (NASDAQ:CRWD) Stock Price Down 1.4% – Here’s Why
• Negative Sentiment: Barchart coverage on insider offloads underscores investor unease; even if fundamentals remain healthy, persistent insider selling and a shift toward lower-multiple, cash-generating names could keep selling pressure on CRWD. CrowdStrike Insiders Are Offloading CRWD Stock. Should You?

Analysts Set New Price Targets

CRWD has been the topic of several recent analyst reports. Zacks Research downgraded shares of CrowdStrike from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 24th. TD Cowen lifted their target price on shares of CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a research report on Friday, October 3rd. Daiwa Capital Markets upped their price target on CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research report on Tuesday, December 9th. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Citizens Jmp reissued a “market outperform” rating and set a $500.00 price target on shares of CrowdStrike in a research note on Wednesday, December 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike currently has a consensus rating of “Moderate Buy” and a consensus price target of $555.10.

Insiders Place Their Bets

In other CrowdStrike news, CEO George Kurtz sold 17,550 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the transaction, the chief executive officer owned 2,090,532 shares in the company, valued at $1,006,340,294.16. This trade represents a 0.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the sale, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 98,395 shares of company stock worth $49,645,217 over the last three months. 3.32% of the stock is currently owned by corporate insiders.

CrowdStrike Stock Down 3.2%

CRWD stock opened at $453.58 on Monday. The company has a market cap of $114.35 billion, a price-to-earnings ratio of -359.98, a P/E/G ratio of 109.10 and a beta of 1.03. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The business has a 50 day moving average price of $509.99 and a two-hundred day moving average price of $482.24. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping 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 return on equity of 2.12% and a negative net margin of 6.88%.The firm’s revenue was up 21.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.