RCS Financial Planning LLC Makes New Investment in CrowdStrike $CRWD

RCS Financial Planning LLC purchased a new position in CrowdStrike (NASDAQ:CRWD) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,974 shares of the company’s stock, valued at approximately $3,910,000. CrowdStrike makes up about 1.7% of RCS Financial Planning LLC’s portfolio, making the stock its 18th largest holding.

A number of other large investors have also modified their holdings of the stock. Machina Capital S.A.S. acquired a new stake in shares of CrowdStrike in the third quarter valued at $2,841,000. J.W. Cole Advisors Inc. increased its holdings in CrowdStrike by 7.5% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 12,039 shares of the company’s stock worth $5,904,000 after purchasing an additional 843 shares during the period. Hantz Financial Services Inc. raised its position in CrowdStrike by 46.3% in the 3rd quarter. Hantz Financial Services Inc. now owns 275 shares of the company’s stock valued at $135,000 after purchasing an additional 87 shares in the last quarter. Telos Capital Management Inc. raised its position in CrowdStrike by 12.7% in the 3rd quarter. Telos Capital Management Inc. now owns 3,337 shares of the company’s stock valued at $1,636,000 after purchasing an additional 376 shares in the last quarter. Finally, Valley Brook Capital Group Inc. boosted its stake in shares of CrowdStrike by 4.6% in the 3rd quarter. Valley Brook Capital Group Inc. now owns 2,045 shares of the company’s stock valued at $1,003,000 after buying an additional 90 shares during the period. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in the 2026 Gartner Peer Insights “Voice of the Customer” report — a product-validation win that supports enterprise demand and renewal/upsell expectations. Read More.
• Positive Sentiment: Coverage highlights CrowdStrike’s expansion into cloud security and identity protection, reinforcing recurring revenue potential and cross-sell opportunities that underpin longer-term ARR growth. Read More.
• Neutral Sentiment: The company announced the date for its Q4 & FY2026 results conference call — a near-term event that could produce volatility depending on guidance, ARR/renewal commentary and model refresh. Read More.
• Neutral Sentiment: Aggregate analyst coverage is mixed: many firms remain constructive on growth, but debates over valuation are producing divergent views that can amplify intraday moves. See broker roundup for context. Read More.
• Negative Sentiment: Zacks Research downgraded CRWD from “hold” to “strong sell,” a high‑visibility rating change that likely contributed to selling pressure among investors watching analyst signals. Read More.
• Negative Sentiment: Two insider sales disclosed: CEO George Kurtz sold 6,777 shares (~$2.97M) and CFO Burt Podbere sold 1,630 shares (~$714k). Large insider sales, even if planned, often trigger short‑term negative sentiment. Read More. • Read More.
• Negative Sentiment: Market pieces highlight a “floor test” after a competitor (Fortinet) upgrade and note valuation concerns after a >20% pullback from the 52‑week high — narratives that can sustain selling in high‑multiple growth names. Read More. • Read More.

CrowdStrike Stock Down 3.9%

CRWD opened at $421.73 on Wednesday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The stock has a market capitalization of $106.32 billion, a P/E ratio of -334.71, a price-to-earnings-growth ratio of 27.22 and a beta of 1.03. The business’s 50-day simple moving average is $476.87 and its 200-day simple moving average is $476.77.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the business posted $0.93 EPS. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. Analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

Analyst Ratings Changes

CRWD has been the topic of several analyst reports. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. DA Davidson reissued a “buy” rating and issued a $580.00 price objective on shares of CrowdStrike in a research report on Wednesday, December 3rd. Stephens reaffirmed an “overweight” rating and set a $590.00 price objective on shares of CrowdStrike in a research report on Thursday, December 18th. Susquehanna boosted their target price on shares of CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a research note on Wednesday, December 3rd. Finally, Morgan Stanley raised their price target on CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research note on Thursday, December 18th. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and an average price target of $555.21.

Insiders Place Their Bets

In related news, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction 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 completion of the sale, the chief financial officer owned 179,114 shares in the company, valued at $86,571,169.62. This represents a 5.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO George Kurtz sold 17,550 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction 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 position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 63,523 shares of company stock worth $30,533,092. 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.