Littlejohn Financial Services Inc. acquired a new stake in CrowdStrike (NASDAQ:CRWD – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,142 shares of the company’s stock, valued at approximately $1,050,000.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. grew its stake in CrowdStrike by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after acquiring an additional 596,007 shares during the period. State Street Corp lifted its holdings in CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock valued at $5,502,917,000 after purchasing an additional 370,965 shares in the last quarter. Geode Capital Management LLC grew its position in shares of CrowdStrike by 5.0% in the second quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after purchasing an additional 273,922 shares during the period. Laurel Wealth Advisors LLC grew its position in shares of CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares during the period. Finally, Norges Bank purchased a new stake in shares of CrowdStrike during the second quarter worth about $1,638,365,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at CrowdStrike
In other CrowdStrike news, Director Sameer K. Gandhi sold 5,000 shares of the stock in a transaction that occurred 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. This represents a 0.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,048 shares of company stock valued at $35,767,887 over the last three months. 3.32% of the stock is owned by corporate insiders.
CrowdStrike Price Performance
CrowdStrike (NASDAQ:CRWD – Get Free Report) last issued its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm’s quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.93 earnings per share. 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, research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.
Wall Street Analyst Weigh In
CRWD has been the topic of a number of research reports. Loop Capital set a $550.00 price target on shares of CrowdStrike in a research note on Thursday, December 11th. Stephens restated an “overweight” rating and issued a $590.00 target price on shares of CrowdStrike in a research report on Thursday, December 18th. Canaccord Genuity Group lifted their price target on CrowdStrike from $500.00 to $515.00 and gave the stock a “hold” rating in a research note on Wednesday, December 3rd. Rosenblatt Securities reiterated a “buy” rating and set a $630.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Stifel Nicolaus raised their price objective on CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a report on Monday, November 17th. Thirty-two equities 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, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $555.42.
View Our Latest Stock Analysis on CrowdStrike
Key Stories Impacting CrowdStrike
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: BTIG Research reiterated a “Buy” on CRWD and set a $640 price target, implying substantial upside versus current levels — a clear analyst vote of confidence that can support the share price. BTIG Research Reiterates “Buy” Rating for CrowdStrike (NASDAQ:CRWD)
- Positive Sentiment: A federal judge dismissed the shareholder lawsuit over the July 2024 outage, removing a legal overhang and limiting potential settlement risk — an outcome that reduces near-term litigation uncertainty. CrowdStrike defeats shareholder lawsuit over huge software outage
- Positive Sentiment: CrowdStrike announced it will acquire Seraphic Security (terms undisclosed), expanding its identity-security capabilities — strategic M&A that supports cross-sell and long-term revenue growth. CrowdStrike to acquire Seraphic Security, terms undisclosed
- Positive Sentiment: Market commentary highlights renewed analyst conviction and technical signs of a rebound, noting several brokers reaffirming Buy ratings and that a major skeptic has turned bullish — supportive sentiment that can attract buyers.
- Neutral Sentiment: CEO George Kurtz warned against giving AI agents too much freedom inside corporate systems (calling AI a “drunken intern”), signaling management’s cautious stance on AI deployment — could be read as prudent risk control rather than a growth headwind. CrowdStrike’s (CRWD) CEO Calls AI a ‘Drunken Intern’ amid Acquisition Spree
- Neutral Sentiment: Analyst/industry pieces (Daniel Ives and others) continue to list CrowdStrike among top AI/security plays — positive long-term narrative but not an immediate catalyst. Palantir and CrowdStrike: Daniel Ives Reveals His Top AI Stocks for 2026
- Neutral Sentiment: Research notes highlight reaccelerating growth but flag valuation as a constraint — constructive for fundamentals but keeps some investors cautious. CrowdStrike: Growth Reaccelerating, But Valuation Still A Constraint
- Negative Sentiment: KeyBanc downgraded CrowdStrike to Sector Weight, citing more measured security budgets and valuation concerns — a notable analyst downgrade that can pressure the stock. KeyBanc downgrades CrowdStrike Holdings (CRWD)
- Negative Sentiment: Market headlines and intraday selling drove a steeper-than-market decline yesterday; Zacks examined drivers of the pullback — short-term profit-taking and sensitivity to analyst flow/positioning appear to have amplified the move. Here’s Why CrowdStrike Holdings (CRWD) Fell More Than Broader Market
CrowdStrike 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.
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