CrowdStrike $CRWD Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in CrowdStrike (NASDAQ:CRWD) by 13.4% during the 3rd quarter, Holdings Channel reports. The fund owned 64,957 shares of the company’s stock after acquiring an additional 7,695 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in CrowdStrike were worth $31,854,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of CrowdStrike by 2.6% in the 2nd 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 in the last quarter. State Street Corp grew its stake in shares of CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares in the last quarter. Geode Capital Management LLC increased its holdings in CrowdStrike by 5.0% in the second 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 during the last quarter. Laurel Wealth Advisors LLC raised its stake in CrowdStrike by 54,635.9% in the second 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 during the 2nd quarter worth about $1,638,365,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Insider Activity at CrowdStrike

In related news, President Michael Sentonas sold 11,461 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. This represents a 1.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 73,395 shares of company stock worth $36,920,217 in the last ninety days. Company insiders own 3.32% of the company’s stock.

CrowdStrike Stock Up 1.5%

CRWD stock opened at $470.61 on Friday. The company has a market cap of $118.64 billion, a price-to-earnings ratio of -373.50, a price-to-earnings-growth ratio of 111.57 and a beta of 1.03. The company has a fifty day moving average price of $502.48 and a 200 day moving average price of $481.62. 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 quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same period in the previous year, the business posted $0.93 earnings per share. CrowdStrike’s quarterly revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Berenberg upgraded CRWD to Buy after the share pullback, signaling renewed confidence from a European sell-side shop and providing near-term buying support. Berenberg upgrades CrowdStrike to Buy after stock pullback
• Positive Sentiment: William Blair reiterated a Buy stance, underscoring confidence in CrowdStrike’s Falcon platform expansion and identity/security strategy as consistent with long-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Analysts highlighting strong Q2 metrics and Falcon adoption (including Cantor Fitzgerald’s bullish read) argue there’s meaningful upside if NNARR and multi-module adoption continue to accelerate. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike announced a strategic acquisition of identity-security startup SGNL for roughly $740M to beef up real-time identity protections against AI-driven threats — a clear strategic fit but one that requires integration and capital deployment. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Negative Sentiment: Market reaction to the SGNL deal included an intraweek sell-off as some investors punished CRWD for the cash outlay and near-term dilution risks. M&A News: CrowdStrike Stock (CRWD) Gets Knocked Despite $740M Purchase of ID Management Startup SGNL
• Negative Sentiment: Critical commentary highlights CrowdStrike’s stretched valuation and limited margin of safety despite renewed growth — a risk for investors if growth slows or acquisition benefits take time to materialize. CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum – Minimal Margin Of Safety
• Negative Sentiment: Recent headlines and market notes (Zacks, Benzinga) recorded short-term share weakness as the market digests deal details and valuation questions. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Truist Financial increased their price objective on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. The Goldman Sachs Group increased their price target on shares of CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. TD Cowen raised their price objective on shares of CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a report on Friday, October 3rd. Loop Capital set a $550.00 target price on shares of CrowdStrike in a report on Thursday, December 11th. Finally, Robert W. Baird increased their target price on shares of CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $555.10.

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.