Moran Wealth Management LLC Purchases 1,770 Shares of CrowdStrike $CRWD

Moran Wealth Management LLC grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 128.4% during the third quarter, according to its most recent filing with the SEC. The firm owned 3,148 shares of the company’s stock after acquiring an additional 1,770 shares during the period. Moran Wealth Management LLC’s holdings in CrowdStrike were worth $1,544,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after buying an additional 2,417 shares during the period. Empowered Funds LLC increased its stake in shares of CrowdStrike by 3.6% in the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after acquiring an additional 169 shares in the last quarter. Plato Investment Management Ltd increased its stake in shares of CrowdStrike by 40.6% in the 1st quarter. Plato Investment Management Ltd now owns 2,854 shares of the company’s stock worth $1,017,000 after acquiring an additional 824 shares in the last quarter. Focus Partners Wealth lifted its position in CrowdStrike by 135.7% during the 1st quarter. Focus Partners Wealth now owns 36,244 shares of the company’s stock valued at $12,678,000 after acquiring an additional 20,870 shares during the period. Finally, Intech Investment Management LLC boosted its stake in CrowdStrike by 11.7% during the first quarter. Intech Investment Management LLC now owns 7,723 shares of the company’s stock worth $2,723,000 after acquiring an additional 808 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

Insider Activity at CrowdStrike

In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction 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 directly owned 10,816 shares in the company, valued at approximately $5,574,999.04. The trade was a 41.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Sameer K. Gandhi sold 5,000 shares of the 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 transaction, the director directly owned 765,456 shares in the company, valued at $421,153,891.20. The trade was a 0.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 73,395 shares of company stock valued at $36,920,217 over the last quarter. 3.32% of the stock is owned by company insiders.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Berenberg upgraded CRWD to Buy after the share pullback, signaling renewed confidence from a European sell-side shop and providing near-term buying support. Berenberg upgrades CrowdStrike to Buy after stock pullback
• Positive Sentiment: William Blair reiterated a Buy stance, underscoring confidence in CrowdStrike’s Falcon platform expansion and identity/security strategy as consistent with long-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Analysts highlighting strong Q2 metrics and Falcon adoption (including Cantor Fitzgerald’s bullish read) argue there’s meaningful upside if NNARR and multi-module adoption continue to accelerate. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike announced a strategic acquisition of identity-security startup SGNL for roughly $740M to beef up real-time identity protections against AI-driven threats — a clear strategic fit but one that requires integration and capital deployment. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Negative Sentiment: Market reaction to the SGNL deal included an intraweek sell-off as some investors punished CRWD for the cash outlay and near-term dilution risks. M&A News: CrowdStrike Stock (CRWD) Gets Knocked Despite $740M Purchase of ID Management Startup SGNL
• Negative Sentiment: Critical commentary highlights CrowdStrike’s stretched valuation and limited margin of safety despite renewed growth — a risk for investors if growth slows or acquisition benefits take time to materialize. CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum – Minimal Margin Of Safety
• Negative Sentiment: Recent headlines and market notes (Zacks, Benzinga) recorded short-term share weakness as the market digests deal details and valuation questions. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors

CrowdStrike Trading Up 1.5%

CrowdStrike stock opened at $470.61 on Friday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The business’s fifty day moving average is $502.48 and its 200 day moving average is $481.62. The stock has a market capitalization of $118.64 billion, a PE ratio of -373.50, a price-to-earnings-growth ratio of 111.57 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last issued 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 business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.CrowdStrike’s revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the firm 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, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on CRWD. Macquarie reaffirmed a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Zacks Research lowered CrowdStrike from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, December 24th. The Goldman Sachs Group lifted their price objective on CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Oppenheimer boosted their target price on CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Finally, Piper Sandler raised their price target on CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a report on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.