Benjamin Edwards Inc. increased its position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 31.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,303 shares of the company’s stock after purchasing an additional 1,994 shares during the quarter. Benjamin Edwards Inc.’s holdings in CrowdStrike were worth $4,072,000 at the end of the most recent reporting period.
Other hedge funds have also recently added to or reduced their stakes in the company. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of CrowdStrike by 11.3% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 374 shares of the company’s stock worth $183,000 after purchasing an additional 38 shares during the period. HB Wealth Management LLC boosted its holdings in shares of CrowdStrike by 17.5% in the 3rd quarter. HB Wealth Management LLC now owns 11,766 shares of the company’s stock valued at $5,770,000 after buying an additional 1,754 shares during the period. Spire Wealth Management grew its position in shares of CrowdStrike by 19.9% during the 3rd quarter. Spire Wealth Management now owns 29,219 shares of the company’s stock valued at $14,328,000 after buying an additional 4,847 shares during the last quarter. Realta Investment Advisors raised its stake in CrowdStrike by 11.0% during the third quarter. Realta Investment Advisors now owns 9,722 shares of the company’s stock worth $4,767,000 after acquiring an additional 963 shares during the period. Finally, Moran Wealth Management LLC raised its stake in CrowdStrike by 128.4% during the third quarter. Moran Wealth Management LLC now owns 3,148 shares of the company’s stock worth $1,544,000 after acquiring an additional 1,770 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.
Trending Headlines about CrowdStrike
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: Berenberg upgraded CRWD to Buy after the share pullback, signaling renewed confidence from a European sell-side shop and providing near-term buying support. Berenberg upgrades CrowdStrike to Buy after stock pullback
- Positive Sentiment: William Blair reiterated a Buy stance, underscoring confidence in CrowdStrike’s Falcon platform expansion and identity/security strategy as consistent with long-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
- Positive Sentiment: Analysts highlighting strong Q2 metrics and Falcon adoption (including Cantor Fitzgerald’s bullish read) argue there’s meaningful upside if NNARR and multi-module adoption continue to accelerate. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
- Neutral Sentiment: CrowdStrike announced a strategic acquisition of identity-security startup SGNL for roughly $740M to beef up real-time identity protections against AI-driven threats — a clear strategic fit but one that requires integration and capital deployment. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
- Negative Sentiment: Market reaction to the SGNL deal included an intraweek sell-off as some investors punished CRWD for the cash outlay and near-term dilution risks. M&A News: CrowdStrike Stock (CRWD) Gets Knocked Despite $740M Purchase of ID Management Startup SGNL
- Negative Sentiment: Critical commentary highlights CrowdStrike’s stretched valuation and limited margin of safety despite renewed growth — a risk for investors if growth slows or acquisition benefits take time to materialize. CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum – Minimal Margin Of Safety
- Negative Sentiment: Recent headlines and market notes (Zacks, Benzinga) recorded short-term share weakness as the market digests deal details and valuation questions. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors
CrowdStrike Trading Up 1.5%
CrowdStrike (NASDAQ:CRWD – Get Free Report) last issued 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 firm had revenue of $1.23 billion during 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 firm’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period 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. On average, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.
Insiders Place Their Bets
In related news, Director Denis Oleary sold 7,750 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the completion of the transaction, the director owned 10,816 shares in the company, valued at $5,574,999.04. This trade represents a 41.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike 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 transaction, the president directly owned 342,655 shares in the company, valued at $164,399,015.90. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 73,395 shares of company stock worth $36,920,217. Corporate insiders own 3.32% of the company’s stock.
Analysts Set New Price Targets
Several equities analysts have recently commented on CRWD shares. Wells Fargo & Company upped their target price on CrowdStrike from $550.00 to $600.00 and gave the company an “overweight” rating in a report on Wednesday, October 1st. Piper Sandler raised their price target on CrowdStrike from $450.00 to $520.00 and gave the stock a “neutral” rating in a report on Wednesday, December 3rd. Morgan Stanley upped their price objective on CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 18th. Stifel Nicolaus increased their target price on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, November 17th. Finally, BNP Paribas Exane raised their target price on CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Thirty-three investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $555.10.
Get Our Latest Analysis on CrowdStrike
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.
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