Mcdonald Partners LLC Has $471,000 Holdings in CrowdStrike $CRWD

Mcdonald Partners LLC trimmed its stake in CrowdStrike (NASDAQ:CRWD) by 65.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 961 shares of the company’s stock after selling 1,857 shares during the period. Mcdonald Partners LLC’s holdings in CrowdStrike were worth $471,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of CRWD. Asset Planning Inc acquired a new stake in shares of CrowdStrike in the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike during the 3rd quarter valued at approximately $25,000. AlphaQuest LLC acquired a new stake in CrowdStrike during the 2nd quarter valued at approximately $26,000. Howard Hughes Medical Institute bought a new position in CrowdStrike during the 2nd quarter worth approximately $27,000. Finally, Pinnacle Bancorp Inc. acquired a new position in shares of CrowdStrike in the 3rd quarter worth approximately $27,000. 71.16% of the stock is owned by institutional investors.

Insider Activity

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is currently owned by insiders.

CrowdStrike Stock Up 1.7%

CRWD stock opened at $391.42 on Wednesday. The stock’s 50 day simple moving average is $434.98 and its 200 day simple moving average is $469.29. The company has a market cap of $98.68 billion, a P/E ratio of -310.65, a price-to-earnings-growth ratio of 21.65 and a beta of 1.06. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 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 $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the previous year, the company posted $1.03 earnings per share. The company’s quarterly revenue was up 23.8% on a year-over-year basis. On average, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

Analyst Ratings Changes

CRWD has been the subject of several recent analyst reports. Wedbush reiterated an “outperform” rating and set a $600.00 price objective on shares of CrowdStrike in a research report on Monday, December 1st. Citizens Jmp reaffirmed a “market outperform” rating and set a $500.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Wells Fargo & Company initiated coverage on CrowdStrike in a report on Tuesday. They set an “overweight” rating and a $450.00 price target for the company. BTIG Research cut their target price on CrowdStrike from $640.00 to $499.00 and set a “buy” rating on the stock in a research report on Monday. Finally, HSBC raised their target price on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, fifteen have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $520.43.

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.