CrowdStrike $CRWD Shares Purchased by Integrated Advisors Network LLC

Integrated Advisors Network LLC raised its stake in shares of CrowdStrike (NASDAQ:CRWD) by 31.1% in the 3rd quarter, Holdings Channel reports. The fund owned 31,289 shares of the company’s stock after acquiring an additional 7,420 shares during the quarter. CrowdStrike accounts for approximately 0.6% of Integrated Advisors Network LLC’s portfolio, making the stock its 29th biggest position. Integrated Advisors Network LLC’s holdings in CrowdStrike were worth $15,344,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Asset Planning Inc acquired a new position in shares of CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike in the 3rd quarter valued at $25,000. AlphaQuest LLC acquired a new position in CrowdStrike in the 2nd quarter valued at $26,000. Howard Hughes Medical Institute acquired a new position in CrowdStrike in the 2nd quarter valued at $27,000. Finally, Pinnacle Bancorp Inc. purchased a new position in CrowdStrike during the 3rd quarter worth $27,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Mizuho lowered their target price on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. Evercore lowered their price objective on CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a report on Wednesday. Barclays dropped their target price on CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. Finally, Canaccord Genuity Group lifted their price target on CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a research note on Wednesday, December 3rd. Thirty research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus price target of $530.87.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing‑resistant, risk‑aware MFA extension for the Falcon platform that directly targets AI‑accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582→472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal‑weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short‑term risk if AI narratives turn negative again. Article Title

Insiders Place Their Bets

In related news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction on 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 transaction, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 100,247 shares of company stock valued at $45,722,274. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Stock Up 4.9%

CRWD opened at $381.10 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The company has a market cap of $96.08 billion, a price-to-earnings ratio of -302.46, a PEG ratio of 20.44 and a beta of 1.03. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The business’s fifty day moving average is $440.88 and its two-hundred day moving average is $469.71.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter last year, the business posted $0.93 earnings per share. The business’s revenue for the quarter was up 21.8% on a year-over-year basis. Analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

CrowdStrike 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.