New York State Common Retirement Fund Increases Stake in CrowdStrike $CRWD

New York State Common Retirement Fund boosted its stake in CrowdStrike (NASDAQ:CRWD) by 0.6% in the third quarter, Holdings Channel.com reports. The firm owned 293,500 shares of the company’s stock after acquiring an additional 1,700 shares during the quarter. New York State Common Retirement Fund’s holdings in CrowdStrike were worth $143,927,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Asset Planning Inc purchased a new stake in shares of CrowdStrike during the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike in the 3rd quarter worth $25,000. AlphaQuest LLC acquired a new position in CrowdStrike in the second quarter valued at $26,000. Howard Hughes Medical Institute purchased a new stake in CrowdStrike during the second quarter valued at about $27,000. Finally, Pinnacle Bancorp Inc. acquired a new stake in CrowdStrike during the third quarter worth about $27,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for Endpoint Protection Platforms, receiving the most 5‑star ratings and a 97% willingness-to-recommend score based on ~800 responses — a strong credibility and competitive win that supports demand for its platform. Article Title
• Positive Sentiment: CEO George Kurtz disclosed that North Korean operatives used AI-generated credentials to infiltrate U.S. companies — a high-profile example of evolving cyber threats that can increase enterprise spending on identity, detection, and prevention tools where CrowdStrike competes. Article Title
• Neutral Sentiment: Analysts at Macquarie reiterated a “neutral” rating with a $485 price target — a modest upside to current levels that suggests limited near-term analyst-driven upward pressure. Article Title
• Neutral Sentiment: Recent media pieces and market summaries note the stock has recently outperformed on some sessions (MarketWatch, Zacks, MSN), reflecting continued investor interest but also higher intraday volatility. MarketWatch Coverage
• Neutral Sentiment: Reported short-interest data in late January appears to show effectively zero reported short shares (likely a data/ reporting oddity), so short-covering is not a clear near-term driver based on the available figures.

CrowdStrike Trading Down 1.6%

NASDAQ:CRWD opened at $469.19 on Thursday. The firm has a market capitalization of $118.28 billion, a P/E ratio of -372.37, a P/E/G ratio of 115.72 and a beta of 1.03. The business has a 50 day simple moving average of $482.16 and a 200 day simple moving average of $477.76. 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 has a 12-month low of $298.00 and a 12-month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period last year, the business posted $0.93 earnings per share. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. Equities research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on CRWD shares. Truist Financial lifted their price objective on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Stephens restated an “overweight” rating and issued a $590.00 price target on shares of CrowdStrike in a report on Thursday, December 18th. UBS Group boosted their price objective on shares of CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Morgan Stanley raised their target price on shares of CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research note on Thursday, December 18th. Finally, Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Thirty-one equities research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, CrowdStrike currently has a consensus rating of “Moderate Buy” and an average target price of $555.21.

Insider Transactions at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade 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 69,048 shares of company stock worth $34,509,857 over the last 90 days. Corporate insiders own 3.32% of the company’s stock.

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.