CrowdStrike $CRWD Shares Sold by MFA Wealth Advisors LLC

MFA Wealth Advisors LLC lessened its position in CrowdStrike (NASDAQ:CRWD) by 90.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,084 shares of the company’s stock after selling 9,874 shares during the quarter. MFA Wealth Advisors LLC’s holdings in CrowdStrike were worth $532,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in CRWD. Brighton Jones LLC lifted its holdings in CrowdStrike by 44.9% in the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Canada Pension Plan Investment Board grew its holdings in shares of CrowdStrike by 555.1% during the first quarter. Canada Pension Plan Investment Board now owns 33,144 shares of the company’s stock worth $11,686,000 after buying an additional 28,085 shares in the last quarter. Flputnam Investment Management Co. lifted its stake in shares of CrowdStrike by 181.9% in the first quarter. Flputnam Investment Management Co. now owns 3,092 shares of the company’s stock worth $1,090,000 after buying an additional 1,995 shares in the last quarter. First Financial Bankshares Inc acquired a new position in shares of CrowdStrike during the 1st quarter worth approximately $305,000. Finally, Focus Partners Advisor Solutions LLC grew its position in shares of CrowdStrike by 36.2% in the first quarter. Focus Partners Advisor Solutions LLC now owns 2,308 shares of the company’s stock valued at $814,000 after purchasing an additional 613 shares in the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $475.63 on Wednesday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. 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 50 day moving average price of $513.16 and a 200 day moving average price of $482.71. The stock has a market capitalization of $119.91 billion, a P/E ratio of -377.48, a PEG ratio of 114.47 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping 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 company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the firm earned $0.93 earnings per share. The firm’s revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities research analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Analyst Ratings Changes

CRWD has been the subject of several analyst reports. Capital One Financial upped their target price on CrowdStrike from $599.00 to $600.00 and gave the company an “overweight” rating in a report on Wednesday, December 3rd. JPMorgan Chase & Co. boosted their price target on shares of CrowdStrike from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. Macquarie reissued a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. BNP Paribas Exane raised their price objective on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Finally, Barclays boosted their target price on shares of CrowdStrike from $515.00 to $610.00 and gave the company an “overweight” rating in a report on Friday, November 14th. Thirty-two 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $555.10.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Broader AI/cyber momentum — Wedbush and other strategists are pushing AI-themed portfolios into 2026, reinforcing demand for security vendors like CrowdStrike as AI adoption drives enterprise spend. Microsoft and Palantir Lead Wedbush’s Top AI Picks for 2026
• Positive Sentiment: Wall Street spotlight on AI winners — several analyst roundups name CrowdStrike among key cyber‑AI beneficiaries for 2026, supporting analyst upgrades and higher price targets that underlie bullish investor positioning. Top Wall Street analyst picks 5 AI stocks for 2026
• Positive Sentiment: MarketBeat / analyst upgrade momentum — MarketBeat lists CRWD among the most‑upgraded names, citing AI‑enabled product strength, acquisitions and improving margins as catalysts for mid‑teens upside consensus. The 5 Most Upgraded Stocks from 2025: Double-Digit Upside in 2026
• Positive Sentiment: Fresh investor interest noted — coverage pieces (Zacks, MSN commentary) highlight CrowdStrike as a top cyber‑AI exposure, which can attract momentum flows into CRWD. CrowdStrike (CRWD) is Attracting Investor Attention
• Neutral Sentiment: Unusual options activity — Benzinga flags notable options trades in CRWD, signaling elevated short‑term speculation or hedging; follow size/direction to infer whether bulls or bears are positioning. CrowdStrike Holdings Unusual Options Activity For December 30
• Neutral Sentiment: CEO performance award granted — CrowdStrike approved a new performance‑based equity grant for the CEO; intended to align incentives but could imply future dilution or model changes depending on vesting metrics. CrowdStrike Grants CEO New Performance-Based Equity Award
• Negative Sentiment: Insider selling — CAO Anurag Saha sold 836 shares (~$476.83 avg), trimming his stake; while not large, insider sales can prompt short‑term selling or signal liquidity needs to some investors. SEC Form 4: Anurag Saha sale

Insider Buying and Selling at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the completion of the transaction, the chief accounting officer owned 43,726 shares in the company, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 98,395 shares of company stock valued at $49,645,217. Corporate insiders own 3.32% of the company’s stock.

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.