CrowdStrike $CRWD Shares Bought by Xponance Inc.

Xponance Inc. lifted its stake in shares of CrowdStrike (NASDAQ:CRWD) by 2.6% during the third quarter, Holdings Channel.com reports. The firm owned 65,595 shares of the company’s stock after acquiring an additional 1,682 shares during the period. Xponance Inc.’s holdings in CrowdStrike were worth $32,166,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC raised its position in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after buying an additional 2,417 shares in the last quarter. Empowered Funds LLC increased its stake in shares of CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after acquiring an additional 169 shares during the period. Hunter Associates Investment Management LLC bought a new stake in CrowdStrike during the second quarter worth approximately $284,000. AlphaQuest LLC acquired a new stake in CrowdStrike in the second quarter worth approximately $26,000. Finally, Advisory Alpha LLC bought a new position in CrowdStrike during the 2nd quarter valued at $225,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Launch of FalconID — CrowdStrike announced general availability of FalconID, adding phishing‑resistant, risk‑aware MFA to the Falcon platform, which addresses AI‑accelerated phishing risks and strengthens identity security (product revenue/upsell potential). CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Strategic partnerships broaden go‑to‑market for AI security — CrowdStrike announced a VAST Data partnership to secure the AI lifecycle and a Splashtop integration to simplify Falcon deployments, both of which expand enterprise adoption channels and strengthen the Falcon ecosystem. VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle Splashtop Announces Integration with the CrowdStrike Falcon Platform
• Positive Sentiment: High‑profile endorsements and positive commentary — CNBC/market commentary (Jim Cramer) and market reaction to Nvidia CEO Jensen Huang’s remarks easing AI cannibalization fears have supported buying interest and short‑term rallies. Jim Cramer Discusses CrowdStrike in Light of AI Threat CrowdStrike (CRWD) Shares Skyrocket, What You Need To Know
• Neutral Sentiment: Company investor outreach and events — CrowdStrike will present at investor conferences and is hosting Fal.Con Gov (March 18) which highlights government pipeline and visibility into public‑sector contracts (informational, longer‑term impact). CrowdStrike to Participate in Upcoming Investor Conference CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Neutral Sentiment: Big intraday volume and recent price action — Analysts note CRWD was a big mover on higher‑than‑average volume; that can amplify short‑term swings but doesn’t guarantee direction as estimate revisions evolve. CrowdStrike (CRWD) Soars 4.9%: Is Further Upside Left in the Stock?CrowdStrike (CRWD) Soars 4.9%: Is Further Upside Left in the Stock? (Zacks)
• Negative Sentiment: Analyst price‑target cuts and cautious broker notes — JPMorgan cut its PT to $472 (still Overweight) and Evercore cut its PT to $375 (Equal‑Weight), which can weigh on sentiment even if views remain constructive on fundamentals. JPMorgan Adjusts Price Target on CrowdStrike Holdings to $472 from $582 Evercore ISI Adjusts Price Target on CrowdStrike Holdings to $375 from $460
• Negative Sentiment: AI‑related fear and analyst downgrades — Recent announcements from AI firms (Anthropic/Claude) sparked sector weakness and some firms (Oppenheimer, TD Cowen) issued pessimistic outlooks, fueling volatility and downside pressure on group names like CRWD. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors Oppenheimer Issues Pessimistic Forecast for CrowdStrike Stock Price

CrowdStrike Stock Up 4.9%

CRWD opened at $381.10 on Friday. The company has a market capitalization of $96.08 billion, a PE ratio of -302.46, a price-to-earnings-growth ratio of 20.44 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 has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The business has a 50-day moving average of $440.88 and a 200-day moving average of $469.71.

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

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 100,247 shares of company stock worth $45,722,274 in the last ninety days. Company insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on CRWD shares. HSBC lifted their price target on CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research report on Thursday, December 4th. DA Davidson set a $425.00 price target on CrowdStrike in a research note on Thursday. UBS Group boosted their target price on shares of CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Jefferies Financial Group lifted their price target on CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Finally, Stephens set a $465.00 price objective on CrowdStrike in a research report on Wednesday. Thirty research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $530.87.

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.