Dakota Wealth Management Sells 18,169 Shares of CrowdStrike $CRWD

Dakota Wealth Management lowered its stake in CrowdStrike (NASDAQ:CRWD) by 66.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 9,125 shares of the company’s stock after selling 18,169 shares during the period. Dakota Wealth Management’s holdings in CrowdStrike were worth $4,475,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in CRWD. Brighton Jones LLC grew its holdings in CrowdStrike by 44.9% in the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after acquiring an additional 2,417 shares during the last quarter. Empowered Funds LLC boosted its holdings in shares of CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after purchasing an additional 169 shares during the period. Hunter Associates Investment Management LLC bought a new stake in shares of CrowdStrike in the second quarter worth about $284,000. AlphaQuest LLC purchased a new position in CrowdStrike during the 2nd quarter valued at about $26,000. Finally, Leavell Investment Management Inc. purchased a new position in CrowdStrike during the 2nd quarter valued at about $275,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Several major analysts lowered price targets but kept bullish ratings, implying continued Wall Street conviction and sizable upside despite the pullback. Oppenheimer cuts price target on CrowdStrike to $500 from $580, keeps outperform rating
• Positive Sentiment: Market writeups and upgrades argue the selloff is overdone and put upside estimates near ~40%, supporting a buy‑on‑weakness case for long‑term investors. Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff
• Positive Sentiment: CrowdStrike released its 2026 Global Threat Report showing AI is accelerating attacks and expanding the enterprise attack surface — a fundamental driver for continued demand for Falcon and managed services. 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface
• Neutral Sentiment: Industry pieces compare CrowdStrike’s acquisitive, Falcon‑driven strategy with peers (e.g., Palo Alto) — useful context for investors but not an immediate catalyst. Cybersecurity Showdown: CrowdStrike’s Acquisition Spree vs Palo Alto’s Platform Play
• Negative Sentiment: Anthropic’s launch of Claude Code Security triggered an indiscriminate selloff in cybersecurity stocks, with investors fearing AI could automate parts of code and app security — the immediate technical driver of today’s weakness. CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic’s AI tool launch
• Negative Sentiment: Coverage warns the correction may not be over as investors rotate away from high‑multiple software names and reassess risk in an evolving AI + rates backdrop. Why The CrowdStrike Stock Correction Isn’t Over Yet

Wall Street Analysts Forecast Growth

CRWD has been the topic of a number of recent analyst reports. Royal Bank Of Canada set a $550.00 price objective on CrowdStrike in a research report on Wednesday, February 11th. Argus lifted their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a report on Friday, December 5th. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. BTIG Research reaffirmed a “buy” rating and issued a $640.00 target price on shares of CrowdStrike in a research report on Tuesday, January 13th. Finally, Cantor Fitzgerald reduced their price target on shares of CrowdStrike from $590.00 to $520.00 and set an “overweight” rating on the stock in a research report on Tuesday. Thirty analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $540.94.

CrowdStrike Trading Down 0.0%

Shares of NASDAQ CRWD opened at $350.25 on Wednesday. CrowdStrike has a 1 year low of $298.00 and a 1 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 firm has a 50-day moving average of $444.94 and a 200 day moving average of $471.09. The stock has a market cap of $88.30 billion, a P/E ratio of -277.98, a price-to-earnings-growth ratio of 19.71 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter in the prior year, the company earned $0.93 earnings per share. The business’s revenue was up 21.8% compared to the same quarter last year. As a group, sell-side analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Denis Oleary sold 7,750 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the sale, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 over the last quarter. 3.32% of the stock is owned by insiders.

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.