RPG Investment Advisory LLC Acquires 1,449 Shares of CrowdStrike $CRWD

RPG Investment Advisory LLC boosted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 7.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,200 shares of the company’s stock after acquiring an additional 1,449 shares during the quarter. RPG Investment Advisory LLC’s holdings in CrowdStrike were worth $10,886,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of CRWD. Vanguard Group Inc. boosted its stake in shares of CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after purchasing an additional 596,007 shares during the period. State Street Corp increased its stake in CrowdStrike by 3.6% in the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after buying an additional 370,965 shares during the period. Geode Capital Management LLC lifted its holdings in CrowdStrike by 5.0% during the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after buying an additional 273,922 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after buying an additional 4,285,640 shares in the last quarter. Finally, Norges Bank purchased a new stake in CrowdStrike in the 2nd quarter valued at about $1,638,365,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Up 0.4%

Shares of NASDAQ CRWD opened at $458.32 on Wednesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The stock’s fifty day simple moving average is $506.76 and its two-hundred day simple moving average is $481.92. The stock has a market capitalization of $115.54 billion, a PE ratio of -363.75, a price-to-earnings-growth ratio of 109.81 and a beta of 1.03. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $1.22 billion. During the same period in the previous year, the company posted $0.93 EPS. The business’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. As a group, analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on CRWD shares. BNP Paribas Exane raised their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Berenberg Bank began coverage on CrowdStrike in a research note on Tuesday, November 18th. They issued a “hold” rating and a $600.00 price objective on the stock. Jefferies Financial Group raised their price objective on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Wednesday, November 19th. The Goldman Sachs Group upped their target price on CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Finally, Needham & Company LLC increased their price target on CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $555.10.

Insider Buying and Selling at CrowdStrike

In related news, Director Sameer K. Gandhi sold 1,879 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total transaction of $991,191.29. Following the completion of the transaction, the director owned 763,027 shares in the company, valued at $402,504,372.77. The trade was a 0.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO George Kurtz sold 17,550 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of 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 trade represents a 0.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 83,395 shares of company stock valued at $42,070,217. 3.32% of the stock is currently owned by corporate insiders.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts repriced CrowdStrike higher after a strong Q4 narrative—MarketBeat notes 40+ bullish updates in Q4, a firmer Moderate Buy consensus and higher price targets implying meaningful upside for 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Product/ARR momentum: Zacks reports Falcon Flex ARR has crossed ~$1.35B, signaling accelerated platform adoption and meaningful recurring-revenue expansion—an important fundamental driver for valuation support. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and ecosystem reach: coverage examines CrowdStrike’s expanded AI security work with AWS and NVIDIA and the company’s accelerator selecting 35 AI/cyber startups—these moves strengthen the AI/cloud security narrative and long-term TAM. Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)? CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation check: recent write-ups reassess CRWD after share-price pressure and multi-year gains—discussion is balanced: growth story intact but stretched multiples keep the stock sensitive to execution. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Neutral Sentiment: CEO extracurricular purchase: coverage of the CEO’s reported ~$300M buy into a Mercedes F1 stake is mostly a governance/PR item—not a direct company catalyst, but worth noting for investor perception. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Neutral Sentiment: Macro/sector context: a Zacks analyst roundup flags defense, tech and cybersecurity among potential beneficiaries from shifting geopolitics—helps explain sector interest but isn’t CRWD-specific. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Negative Sentiment: Competition and relative valuation risk: MarketBeat and The Motley Fool note SentinelOne’s deep-value story and broader concerns that CrowdStrike trades at a premium among AI/security names—heightened competition and “frothy” AI valuation talk can cap upside and make CRWD sensitive to execution misses. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story

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.