Csenge Advisory Group Buys 3,447 Shares of CrowdStrike $CRWD

Csenge Advisory Group grew its stake in shares of CrowdStrike (NASDAQ:CRWD) by 539.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,086 shares of the company’s stock after purchasing an additional 3,447 shares during the period. Csenge Advisory Group’s holdings in CrowdStrike were worth $2,004,000 as of its most recent filing with the Securities and Exchange Commission.

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

CrowdStrike Trading Down 0.2%

NASDAQ:CRWD opened at $453.88 on Friday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The firm has a 50-day moving average price of $494.73 and a two-hundred day moving average price of $480.23. 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 firm has a market cap of $114.42 billion, a price-to-earnings ratio of -360.22, a price-to-earnings-growth ratio of 110.19 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced 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 for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue was up 21.8% compared to the same quarter last year. During the same quarter in the previous year, the business 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. On average, equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have commented on CRWD. Piper Sandler boosted their price target on shares of CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Rosenblatt Securities reissued a “buy” rating and set a $630.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Capital One Financial dropped their price target on shares of CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, JMP Securities lifted their price target on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research note on Tuesday, September 23rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $555.21.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CRWD announced a $740M deal to buy SGNL (Continuous Identity), which extends Falcon into real‑time, risk‑based access control — a strategic fit for securing AI agents and non‑human identities and strengthens the platform narrative. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is also acquiring Seraphic to add browser‑session protection (AI‑driven risks in browsers), broadening Falcon’s coverage and supporting growth avenues beyond endpoints. CRWD to Acquire Seraphic
• Positive Sentiment: Analyst sentiment is increasingly constructive: MarketBeat highlights that a major bear has turned bullish and technical momentum looks to be stabilizing — this supports a potential upside if momentum continues. CrowdStrike: A Major Bear Throws in the Towel—Upside Ahead
• Positive Sentiment: BTIG reiterated its Buy and a $640 target recently, and Capital One trimmed its target only slightly (from $600 to $590) while keeping an Overweight rating — both moves keep meaningful upside visible to investors. Capital One / MarketScreener TickerReport BTIG Reiterates Buy
• Neutral Sentiment: CEO commentary: management warns AI agents can be unpredictable while continuing M&A to bolt on capabilities — underscores both opportunity and execution risk but is not a direct near‑term earnings driver. AOL: CEO says AI agents are unpredictable Yahoo Finance: CEO on M&A
• Neutral Sentiment: KeyCorp published updated quarterly and full‑year EPS estimates (various quarters) and maintains a Sector Weight — useful for modeling but not a directional catalyst by itself. MarketBeat CRWD page
• Negative Sentiment: Despite strategic M&A, investors are focused on valuation: MarketBeat notes the SGNL deal hasn’t changed sentiment much and the stock has been testing support levels; separate coverage flagged that CRWD recently fell more than the broader market — near‑term pressure remains. SGNL acquisition analysis Zacks: Here’s Why CRWD Fell

Insider Transactions at CrowdStrike

In related news, Director Sameer K. Gandhi sold 5,000 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the completion of the transaction, the director owned 765,456 shares in the company, valued at approximately $421,153,891.20. This 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 this link. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 74,048 shares of company stock worth $37,153,707. 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.