Procyon Advisors LLC Purchases 4,167 Shares of CrowdStrike $CRWD

Procyon Advisors LLC increased its position in CrowdStrike (NASDAQ:CRWD) by 341.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,388 shares of the company’s stock after acquiring an additional 4,167 shares during the quarter. Procyon Advisors LLC’s holdings in CrowdStrike were worth $2,526,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Asset Planning Inc acquired a new position in CrowdStrike in the 3rd quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of CrowdStrike during the third quarter worth $25,000. Anchor Investment Management LLC bought a new stake in shares of CrowdStrike in the third quarter worth $25,000. Logan Capital Management Inc. bought a new stake in shares of CrowdStrike in the third quarter worth $26,000. Finally, Howard Hughes Medical Institute acquired a new stake in CrowdStrike in the second quarter valued at $27,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: FedRAMP High authorization for Falcon for XIoT expands CrowdStrike’s addressable public‑sector market and supports larger, higher‑security federal deals — a concrete revenue-growth catalyst. CrowdStrike FedRAMP Win Puts Public Sector Growth Versus Valuation In Focus
• Positive Sentiment: Ongoing AI and cloud partnerships (NVIDIA, EY, AWS) and strategic tie‑ups aimed at embedding AI into the Falcon platform could meaningfully boost product differentiation and long‑term ARR expansion. Can Strategic AI Partnerships Drive CrowdStrike’s Long-Term Growth?
• Positive Sentiment: Marketing & ecosystem momentum: CrowdStrike co‑sponsored startup accelerator with AWS and NVIDIA and a high‑profile celebrity judge raises brand visibility in security/AI startup ecosystems. CrowdStrike, AWS, and NVIDIA Announce Startup Accelerator Finalists Ahead of RSAC™ 2026
• Neutral Sentiment: Street checks and media pieces are mixed but largely supportive — RBC issued an outperform and several analyst/feature articles reiterate CrowdStrike’s growth story, which helps sentiment but may be priced in. CrowdStrike (NASDAQ:CRWD) Earns Outperform Rating from Royal Bank Of Canada
• Neutral Sentiment: Comparisons to peers (Palantir, Zscaler) and bullish retail/independent writeups highlight CRWD’s AI positioning but provide debate over which AI/security names will deliver best risk‑adjusted returns. Palantir vs. CrowdStrike: Which AI-Powered Software Stock Will Dominate 2026?
• Negative Sentiment: Valuation and technical pressure: CRWD trades at rich multiples, its 50‑day moved below the 200‑day average, and margins remain a focus — many investors are trimming high‑growth, high‑multiple names even as operational news is positive, which likely explains the stock’s pullback today.

Insiders Place Their Bets

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the transaction, the chief executive officer directly owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the sale, the chief financial officer directly owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This trade represents a 4.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 48,967 shares of company stock valued at $20,660,502 in the last ninety days. 3.32% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on CRWD shares. HSBC raised their target price on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. Barclays decreased their price target on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. Royal Bank Of Canada restated an “outperform” rating and set a $550.00 price objective on shares of CrowdStrike in a research report on Tuesday, March 17th. Stephens lifted their price objective on CrowdStrike from $465.00 to $490.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 4th. Finally, BMO Capital Markets reduced their target price on CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus price target of $506.26.

CrowdStrike Stock Performance

CRWD stock opened at $409.00 on Monday. The firm has a market cap of $103.73 billion, a PE ratio of -552.70, a price-to-earnings-growth ratio of 17.94 and a beta of 1.07. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a 50-day moving average price of $424.66 and a 200-day moving average price of $470.10. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same quarter in the prior year, the company earned $1.03 EPS. The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, equities research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

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.