PKO Investment Management Joint Stock Co Invests $3.43 Million in CrowdStrike $CRWD

PKO Investment Management Joint Stock Co purchased a new stake in CrowdStrike (NASDAQ:CRWD) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,000 shares of the company’s stock, valued at approximately $3,433,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Advyzon Investment Management LLC increased its holdings in shares of CrowdStrike by 142.9% during the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after purchasing an additional 533 shares during the period. Carnegie Investment Counsel boosted its stake in shares of CrowdStrike by 6.7% in the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after buying an additional 1,428 shares during the period. Silver Oak Securities Incorporated grew its position in CrowdStrike by 394.8% during the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after buying an additional 2,357 shares in the last quarter. Perpetual Ltd raised its holdings in CrowdStrike by 205.9% in the 3rd quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock valued at $762,000 after acquiring an additional 1,046 shares in the last quarter. Finally, Grant Private Wealth Management Inc bought a new stake in shares of CrowdStrike during the 3rd quarter valued at $1,690,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insiders Place Their Bets

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction that occurred on 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 completion of 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the transaction, the director directly owned 10,816 shares in the company, valued at $5,574,999.04. The trade was a 41.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 73,395 shares of company stock valued at $36,920,217. 3.32% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

CRWD has been the subject of a number of analyst reports. Truist Financial boosted their price target on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Needham & Company LLC lifted their price objective on shares of CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Morgan Stanley upped their target price on CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 18th. Canaccord Genuity Group boosted their target price on CrowdStrike from $500.00 to $515.00 and gave the stock a “hold” rating in a research note on Wednesday, December 3rd. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $590.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $555.10.

CrowdStrike Price Performance

CRWD stock opened at $466.99 on Tuesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a market cap of $117.73 billion, a price-to-earnings ratio of -370.63, a PEG ratio of 113.19 and a beta of 1.03. The company’s fifty day simple moving average is $500.78 and its 200 day simple moving average is $481.24. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The company 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% compared to the same quarter last year. During the same period in the previous year, the business earned $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire SGNL to add identity security and real‑time, risk‑based access controls to the Falcon platform — a strategic tuck‑in that could expand addressable market and cross‑sell opportunities. CRWD to Acquire SGNL
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity, extending reach into smaller customers and packaging Falcon with Nord’s access/credential tools — helps revenue diversification and go‑to‑market. CrowdStrike and Nord Security Partnership
• Positive Sentiment: Analysts broadly praised the SGNL deal and many reiterated buy/upgrade calls (including a recent Berenberg upgrade and coverage noting upside), which can support near‑term sentiment and buying pressure. Analysts Applaud SGNL Deal
• Neutral Sentiment: CrowdStrike is appearing on lists of high‑growth names and is heavily searched by investors — increased attention can amplify moves but doesn’t by itself change fundamentals. High‑Growth Stocks List
• Neutral Sentiment: Reported short interest data is effectively meaningless (shows 0 shares / NaN change and 0.0 days to cover) — no actionable signal from this release. Short Interest Report
• Negative Sentiment: KeyBanc analyst flagged risks: lowering bullish stance due to expectations of weaker cybersecurity budgets in 2026 and an absence of AI tailwinds for CrowdStrike — this raises short‑term demand risk and could pressure estimates if broader IT spend softens. KeyBanc Analyst Caution

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.