CWA Asset Management Group LLC Acquires 1,755 Shares of CrowdStrike $CRWD

CWA Asset Management Group LLC boosted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 73.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,150 shares of the company’s stock after purchasing an additional 1,755 shares during the quarter. CWA Asset Management Group LLC’s holdings in CrowdStrike were worth $2,035,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Advyzon Investment Management LLC raised its position in shares of CrowdStrike by 142.9% in the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after purchasing an additional 533 shares during the last quarter. Carnegie Investment Counsel raised its holdings in shares of CrowdStrike by 6.7% in the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after buying an additional 1,428 shares during the last quarter. Silver Oak Securities Incorporated lifted its stake in shares of 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 during the period. Perpetual Ltd grew its holdings in shares of CrowdStrike by 205.9% during the third quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock valued at $762,000 after buying an additional 1,046 shares during the last quarter. Finally, Grant Private Wealth Management Inc purchased a new stake in shares of CrowdStrike during the third quarter valued at $1,690,000. Institutional investors own 71.16% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on the company. Argus lifted their price target on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Barclays lifted their target price on CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a report on Friday, November 14th. Piper Sandler increased their price target on shares of CrowdStrike from $450.00 to $520.00 and gave the stock a “neutral” rating in a report on Wednesday, December 3rd. Wedbush reissued an “outperform” rating and set a $600.00 price target on shares of CrowdStrike in a research report on Monday, December 1st. Finally, Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Thirty-two 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. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $555.10.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director directly owned 10,816 shares in the company, valued at approximately $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The transaction 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 transaction of $2,751,000.00. Following the transaction, the director directly owned 765,456 shares in the company, valued at approximately $421,153,891.20. The trade was a 0.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 98,395 shares of company stock worth $49,645,217. 3.32% of the stock is currently owned by corporate insiders.

More CrowdStrike News

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

CrowdStrike Trading Up 0.7%

Shares of CrowdStrike stock opened at $456.55 on Tuesday. The firm has a 50-day simple moving average of $508.53 and a two-hundred day simple moving average of $482.04. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a market cap of $115.10 billion, a P/E ratio of -362.34, a price-to-earnings-growth ratio of 109.10 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.CrowdStrike’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same quarter 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. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike Company 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.