HB Wealth Management LLC Grows Holdings in CrowdStrike $CRWD

HB Wealth Management LLC boosted its position in CrowdStrike (NASDAQ:CRWD) by 17.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,766 shares of the company’s stock after acquiring an additional 1,754 shares during the quarter. HB Wealth Management LLC’s holdings in CrowdStrike were worth $5,770,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Advyzon Investment Management LLC boosted its position in shares of CrowdStrike by 142.9% during the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after purchasing an additional 533 shares in the last quarter. Carnegie Investment Counsel raised its holdings in shares of CrowdStrike by 6.7% in the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after purchasing an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated lifted its stake in CrowdStrike by 394.8% during the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after purchasing an additional 2,357 shares during the last quarter. Perpetual Ltd boosted its holdings in CrowdStrike by 205.9% during the third quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock worth $762,000 after buying an additional 1,046 shares in the last quarter. Finally, Grant Private Wealth Management Inc bought a new stake in CrowdStrike during the third quarter worth approximately $1,690,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

CrowdStrike Stock Performance

CRWD stock opened at $463.87 on Friday. The firm has a 50 day simple moving average of $503.93 and a 200 day simple moving average of $481.77. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The stock has a market cap of $116.94 billion, a P/E ratio of -368.15, a P/E/G ratio of 115.19 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last released 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 net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the prior year, the business earned $0.93 EPS. The company’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. Research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This trade represents a 5.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO George Kurtz sold 17,550 shares of CrowdStrike stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $481.38, for a total value of $8,448,219.00. Following the sale, the chief executive officer owned 2,090,532 shares of the company’s stock, valued at approximately $1,006,340,294.16. This represents a 0.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 73,395 shares of company stock valued at $36,920,217 in the last quarter. Corporate insiders own 3.32% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire identity-security startup SGNL for $740 million in cash to bolster real‑time identity protection and AI-era defenses on its Falcon platform — a strategic move to address rising AI-powered threats and expand product capabilities. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Positive Sentiment: William Blair reiterated a Buy rating today, signaling continued analyst confidence that the SGNL deal and Falcon momentum support longer-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Recent analyst notes (e.g., Cantor Fitzgerald) point to strong NNARR growth and improving platform adoption following the December quarter, which underpins upside expectations despite near-term volatility. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike still trades at a premium valuation as growth moderates; commentators note Falcon Flex and platform expansion help the investment case, but valuation makes the timing more nuanced for buyers. CrowdStrike Trades at Premium Valuation: Buy, Sell or Hold the Stock?
• Negative Sentiment: Despite the strategic rationale, the stock fell on the news — investors appear focused on the near‑term cash outlay, integration risk and whether the purchase price fairly reflects SGNL’s value. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: Robert W. Baird kept a Hold rating, citing valuation concerns — a reminder that some analysts view the deal as insufficient to justify a higher multiple today. CrowdStrike: SGNL Deal Strengthens Identity Platform, but Valuation Keeps Rating at Hold

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CRWD. Capital One Financial increased their price objective on CrowdStrike from $599.00 to $600.00 and gave the company an “overweight” rating in a research report on Wednesday, December 3rd. Cowen reaffirmed a “buy” rating on shares of CrowdStrike in a research report on Thursday. DZ Bank downgraded CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 target price for the company. in a report on Wednesday, September 24th. Wells Fargo & Company increased their price target on CrowdStrike from $550.00 to $600.00 and gave the company an “overweight” rating in a research report on Wednesday, October 1st. Finally, Truist Financial boosted their price objective on CrowdStrike from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Tuesday, November 18th. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $555.10.

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.