CrowdStrike $CRWD Shares Acquired by Perpetual Ltd

Perpetual Ltd lifted its position in shares of CrowdStrike (NASDAQ:CRWD) by 205.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,554 shares of the company’s stock after buying an additional 1,046 shares during the period. Perpetual Ltd’s holdings in CrowdStrike were worth $762,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. AlphaQuest LLC acquired a new stake in shares of CrowdStrike during the second quarter worth $26,000. Howard Hughes Medical Institute purchased a new position in CrowdStrike during the second quarter worth about $27,000. Financial Gravity Companies Inc. acquired a new stake in CrowdStrike in the 2nd quarter worth about $33,000. Financial Management Professionals Inc. boosted its stake in CrowdStrike by 91.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock worth $36,000 after buying an additional 34 shares during the last quarter. Finally, Loomis Sayles & Co. L P purchased a new stake in CrowdStrike in the 2nd quarter valued at about $36,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: J.P. Morgan reaffirmed a Buy rating, citing CrowdStrike’s structural advantages, SIEM displacement opportunity, and continued platform momentum — a catalyst for investor confidence in growth and market share gains. Article Title
• Positive Sentiment: Citizens (reported via InsiderMonkey) maintained a “Market Outperform” stance and a $550 price target, defending CrowdStrike’s premium valuation on the strength of its endpoint leadership — supports upside expectations. Article Title
• Positive Sentiment: Stephens & Co. reiterated an Overweight recommendation and a $590 price target (reported across outlets), signaling significant upside from current levels and reinforcing institutional buy-side interest. Article Title
• Positive Sentiment: Coverage highlights CrowdStrike’s AI/security moat and recent Amazon integrations, which investors view as strengthening its platform differentiation and long-term recurring-revenue profile. Product/partner news like this can support a re-rating of the multiple. Article Title
• Neutral Sentiment: Zacks flagged CrowdStrike as a “trending” stock among its users — increased attention can boost volume and short-term volatility but isn’t a direct fundamental catalyst. Article Title
• Neutral Sentiment: Morgan Stanley reaffirmed a Hold rating — a reminder that some strategists view the valuation as already pricing in significant growth; this can temper a unanimous bullish narrative. Article Title
• Neutral Sentiment: Coverage of options activity and recent intraday outperformance suggests elevated trading interest and positioning by derivatives traders — can amplify moves but doesn’t change fundamentals. Article Title
• Neutral Sentiment: MarketWatch noted the stock’s recent outperformance versus the broader market — reflects the combined effect of analyst notes, product/partnership news, and retail interest rather than a single new fundamental event. Article Title

CrowdStrike Stock Up 0.9%

Shares of NASDAQ CRWD opened at $481.36 on Monday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a market cap of $121.35 billion, a P/E ratio of -382.03, a P/E/G ratio of 115.76 and a beta of 1.09. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a fifty day moving average price of $515.43 and a 200 day moving average price of $482.39.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data 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 quarter in the previous year, the firm posted $0.93 earnings per share. The firm’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. Research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Bank of America increased their price objective on shares of CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a report on Monday, October 20th. Stifel Nicolaus increased their price target on shares of CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research note on Monday, November 17th. HSBC boosted their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research note on Thursday, December 4th. Stephens restated an “overweight” rating and set a $590.00 price objective on shares of CrowdStrike in a report on Thursday. Finally, Loop Capital set a $550.00 target price on CrowdStrike in a report on Thursday, December 11th. 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, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $555.10.

Insider Transactions at CrowdStrike

In other news, Director Sameer K. Gandhi sold 5,000 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the transaction, the director directly owned 765,456 shares of the company’s stock, valued at approximately $421,153,891.20. The trade was a 0.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Johanna Flower sold 2,347 shares of the company’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $490.98, for a total transaction of $1,152,330.06. Following the completion of the transaction, the director owned 79,057 shares of the company’s stock, valued at $38,815,405.86. This trade represents a 2.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,264 shares of company stock worth $40,332,854 over the last 90 days. 3.32% of the stock is owned by corporate insiders.

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.