Commonwealth Equity Services LLC Sells 32,966 Shares of CrowdStrike $CRWD

Commonwealth Equity Services LLC lessened its holdings in CrowdStrike (NASDAQ:CRWD) by 16.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 162,608 shares of the company’s stock after selling 32,966 shares during the quarter. Commonwealth Equity Services LLC owned 0.06% of CrowdStrike worth $79,740,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in CRWD. AlphaQuest LLC acquired a new stake in shares of CrowdStrike during the 2nd quarter valued at about $26,000. Howard Hughes Medical Institute bought a new stake in shares of CrowdStrike in the 2nd quarter valued at approximately $27,000. Financial Gravity Companies Inc. acquired a new position in shares of CrowdStrike in the 2nd quarter worth approximately $33,000. Financial Management Professionals Inc. raised its holdings in shares of 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 in the last quarter. Finally, Loomis Sayles & Co. L P bought a new position in shares of CrowdStrike during the 2nd quarter worth approximately $36,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Trading Up 0.7%

Shares of CRWD opened at $456.55 on Tuesday. The stock’s fifty day simple moving average is $508.53 and its 200-day simple moving average is $482.04. The firm has a market capitalization of $115.10 billion, a PE ratio of -362.34, a price-to-earnings-growth ratio of 109.10 and a beta of 1.03. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the previous year, the business posted $0.93 EPS. The company’s quarterly 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. As a group, research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the sale, the chief financial officer owned 179,114 shares in the company, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Sameer K. Gandhi sold 5,000 shares of the stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.20, for a total value of $2,751,000.00. Following the completion of the transaction, the director directly owned 765,456 shares in the company, valued at approximately $421,153,891.20. This trade represents a 0.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 98,395 shares of company stock valued at $49,645,217 over the last three months. 3.32% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on CRWD shares. Evercore ISI upped their price target on CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a research report on Wednesday, December 3rd. Robert W. Baird increased their target price on shares of CrowdStrike from $490.00 to $550.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. Arete Research set a $706.00 price target on shares of CrowdStrike in a research report on Tuesday, October 28th. Canaccord Genuity Group upped their price objective on shares of CrowdStrike from $500.00 to $515.00 and gave the stock a “hold” rating in a research note on Wednesday, December 3rd. Finally, Roth Capital reiterated a “buy” rating and issued a $510.00 target price (up previously from $410.00) on shares of CrowdStrike in a research note on Thursday, September 18th. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $555.10.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Falcon Flex ARR milestone — CrowdStrike’s Falcon Flex annual recurring revenue has crossed about $1.35 billion, with large expansion and “re-Flex” deals cited as accelerating platform adoption and ARR growth, supporting recurring revenue and margin outlook. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Wall Street upgrades and guidance tailwinds — MarketBeat notes CrowdStrike received ~114 analyst upgrades in 2025 after the company issued strong long-term guidance (including ARR targets), lifting consensus price targets into the mid-$500s and prompting renewed buy-side conviction. 2025’s Most Upgraded Stocks—And What 2026 Might Hold
• Positive Sentiment: Analyst sentiment turned more bullish in Q4 — MarketBeat’s roundup of stocks repriced higher into 2026 flags CrowdStrike among names that saw a wave of bullish analyst revisions and price-target increases (helping underpin an outperform view into the year). 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Neutral Sentiment: Strategic ecosystem activity — CrowdStrike joined AWS and NVIDIA to select 35 startups for a cybersecurity accelerator, highlighting its role in the AI/cloud security ecosystem; positive for long-term innovation and partner access but not an immediate revenue catalyst. CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation reassessment pieces — Recent commentary (e.g., Yahoo Finance) reviews CrowdStrike’s multi-year gains and recent share-price pressure to reassess fair value; useful context for investors but not a direct catalyst. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Negative Sentiment: Valuation concerns persist — The Motley Fool and similar pieces single out CrowdStrike as one of the more expensive AI/cybersecurity names, warning that high multiples could limit near-term upside and increase sensitivity to execution missteps. Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story. Here Are 2 AI Stocks With the Frothiest Valuations.
• Negative Sentiment: Peer valuation comparison — A MarketBeat piece on SentinelOne highlights that some rivals trade at lower multiples, noting CrowdStrike’s higher valuation relative to long-term earnings forecasts; that narrative can pressure CRWD when investors hunt for cheaper cyber exposure. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity

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.