CWA Asset Management Group LLC Boosts Stock Holdings in CrowdStrike $CRWD

CWA Asset Management Group LLC raised its position in shares of CrowdStrike (NASDAQ:CRWD) by 73.3% in the third quarter, Holdings Channel.com reports. The fund owned 4,150 shares of the company’s stock after acquiring an additional 1,755 shares during the quarter. CWA Asset Management Group LLC’s holdings in CrowdStrike were worth $2,035,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. AlphaQuest LLC acquired a new position in CrowdStrike in the 2nd quarter valued at $26,000. Howard Hughes Medical Institute acquired a new stake in CrowdStrike during the 2nd quarter worth $27,000. Financial Gravity Companies Inc. purchased a new stake in shares of CrowdStrike during the second quarter worth $33,000. Financial Management Professionals Inc. raised its position in shares of CrowdStrike by 91.9% in the second quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock valued at $36,000 after buying an additional 34 shares during the last quarter. Finally, Loomis Sayles & Co. L P acquired a new stake in shares of CrowdStrike in the second quarter valued at about $36,000. 71.16% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Rosenblatt Securities reaffirmed a “buy” rating and set a $630.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Weiss Ratings restated a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Citizens Jmp reiterated a “market outperform” rating and set a $500.00 price objective on shares of CrowdStrike in a research report on Wednesday, December 3rd. DZ Bank lowered CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price objective on the stock. in a research note on Wednesday, September 24th. Finally, Truist Financial upped their target price on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $555.10.

CrowdStrike Stock Up 0.7%

Shares of NASDAQ:CRWD opened at $456.55 on Tuesday. The company has a market capitalization of $115.10 billion, a price-to-earnings ratio of -362.34, a PEG ratio of 109.10 and a beta of 1.03. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The business has a 50-day moving average price of $508.53 and a 200 day moving average price of $482.04. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion during 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%. CrowdStrike’s revenue was up 21.8% compared to the same quarter last year. During the same quarter last year, the firm posted $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. Sell-side analysts expect that CrowdStrike will post 0.55 EPS for the current year.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Falcon Flex ARR milestone — CrowdStrike’s Falcon Flex annual recurring revenue has crossed about $1.35 billion, with large expansion and “re-Flex” deals cited as accelerating platform adoption and ARR growth, supporting recurring revenue and margin outlook. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Wall Street upgrades and guidance tailwinds — MarketBeat notes CrowdStrike received ~114 analyst upgrades in 2025 after the company issued strong long-term guidance (including ARR targets), lifting consensus price targets into the mid-$500s and prompting renewed buy-side conviction. 2025’s Most Upgraded Stocks—And What 2026 Might Hold
• Positive Sentiment: Analyst sentiment turned more bullish in Q4 — MarketBeat’s roundup of stocks repriced higher into 2026 flags CrowdStrike among names that saw a wave of bullish analyst revisions and price-target increases (helping underpin an outperform view into the year). 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Neutral Sentiment: Strategic ecosystem activity — CrowdStrike joined AWS and NVIDIA to select 35 startups for a cybersecurity accelerator, highlighting its role in the AI/cloud security ecosystem; positive for long-term innovation and partner access but not an immediate revenue catalyst. CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation reassessment pieces — Recent commentary (e.g., Yahoo Finance) reviews CrowdStrike’s multi-year gains and recent share-price pressure to reassess fair value; useful context for investors but not a direct catalyst. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Negative Sentiment: Valuation concerns persist — The Motley Fool and similar pieces single out CrowdStrike as one of the more expensive AI/cybersecurity names, warning that high multiples could limit near-term upside and increase sensitivity to execution missteps. Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story. Here Are 2 AI Stocks With the Frothiest Valuations.
• Negative Sentiment: Peer valuation comparison — A MarketBeat piece on SentinelOne highlights that some rivals trade at lower multiples, noting CrowdStrike’s higher valuation relative to long-term earnings forecasts; that narrative can pressure CRWD when investors hunt for cheaper cyber exposure. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity

Insider Transactions at CrowdStrike

In other news, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. This trade represents a 1.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Sameer K. Gandhi sold 1,879 shares of CrowdStrike stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the completion of the sale, the director directly owned 763,027 shares of the company’s stock, valued at $402,504,372.77. The trade was a 0.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 98,395 shares of company stock worth $49,645,217 in the last three months. Company insiders own 3.32% of the company’s stock.

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.