Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 5,300 Shares of CrowdStrike $CRWD

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in shares of CrowdStrike (NASDAQ:CRWD) by 13.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 45,037 shares of the company’s stock after purchasing an additional 5,300 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in CrowdStrike were worth $22,085,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Disciplined Equity Management Inc. boosted its position in shares of CrowdStrike by 0.8% during the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after purchasing an additional 20 shares in the last quarter. TD Private Client Wealth LLC raised its stake in CrowdStrike by 6.4% during the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after buying an additional 20 shares during the period. Fire Capital Management LLC lifted its holdings in CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after acquiring an additional 21 shares in the last quarter. Patron Partners LLC grew its stake in CrowdStrike by 2.1% in the second quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after acquiring an additional 22 shares during the period. Finally, Nova Wealth Management Inc. increased its holdings in shares of CrowdStrike by 5.4% in the third quarter. Nova Wealth Management Inc. now owns 428 shares of the company’s stock worth $210,000 after acquiring an additional 22 shares in the last quarter. 71.16% of the stock is owned by institutional investors.

Insider Activity

In related news, Director Sameer K. Gandhi sold 5,000 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.20, for a total value of $2,751,000.00. Following the completion of the transaction, the director directly owned 765,456 shares of the company’s stock, valued at approximately $421,153,891.20. This trade represents a 0.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO George Kurtz sold 17,550 shares of the company’s 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 sale, the chief executive officer directly owned 2,090,532 shares in the company, valued at $1,006,340,294.16. This trade represents a 0.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 71,048 shares of company stock worth $35,767,887. Corporate insiders own 3.32% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on CRWD. UBS Group increased their target price on CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Evercore ISI increased their price objective on shares of CrowdStrike from $430.00 to $460.00 and gave the stock an “in-line” rating in a research report on Wednesday, December 3rd. DZ Bank lowered shares of CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price objective on the stock. in a report on Wednesday, September 24th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $353.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Finally, BMO Capital Markets increased their target price on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Thirty-two 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. Based on data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus target price of $555.21.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to buy SGNL for $740M to beef up continuous identity capabilities — a strategic, large-scale deal that strengthens Falcon’s identity/security posture for AI-driven environments and supports the company’s platform story. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is expanding into browser security via the Seraphic acquisition, extending Falcon to address AI-driven risks inside browser sessions — another bolt‑on that broadens addressable market and cross‑sell potential. CRWD to Acquire Seraphic: Is Browser Security the Next Growth Engine?
• Positive Sentiment: Legal overhang reduced: a federal judge dismissed the shareholder lawsuit over the 2024 outage — removes a regulatory/legal risk and should be viewed as a positive for shareholder clarity. CrowdStrike defeats shareholder lawsuit over huge software outage
• Positive Sentiment: Analyst support remains strong: BTIG reiterated a Buy with a $640 target and other firms have recently reaffirmed bullish views, helping underpin upside expectations despite the pullback. BTIG Research Reiterates “Buy” Rating for CrowdStrike (NASDAQ:CRWD)
• Neutral Sentiment: Capital One trimmed its price target slightly to $590 from $600 but kept an Overweight rating — a modest downgrade in target but still positive on balance. Capital One Securities adjusts CrowdStrike price target to $590 from $600; maintains Overweight
• Neutral Sentiment: KeyCorp published a series of quarterly/annual EPS forecasts and left a Sector Weight rating — useful for modeling but not an immediate catalyst.
• Negative Sentiment: Shares have pulled back from November highs and remain under pressure on valuation concerns; some short‑term selling persists even after positive strategic moves, suggesting market is still digesting pace/price of M&A. Here’s Why CrowdStrike Holdings (CRWD) Fell More Than Broader Market
• Negative Sentiment: Market reaction has been uneven — headlines note shares dipped even after the lawsuit dismissal and amid CEO comments cautioning about unpredictable AI agents, highlighting investor sensitivity to execution risk and valuation. CrowdStrike’s CEO Calls AI a ‘Drunken Intern’ amid Acquisition Spree

CrowdStrike Trading Down 1.2%

Shares of NASDAQ:CRWD opened at $455.00 on Friday. The company’s 50-day moving average price is $496.45 and its two-hundred day moving average price is $480.70. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The stock has a market capitalization of $114.71 billion, a PE ratio of -361.11, a price-to-earnings-growth ratio of 110.81 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter last year, the company earned $0.93 EPS. CrowdStrike’s revenue for the quarter 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. On average, equities analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.