Benjamin Edwards Inc. Increases Stock Holdings in CrowdStrike $CRWD

Benjamin Edwards Inc. increased its holdings in CrowdStrike (NASDAQ:CRWD) by 31.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,303 shares of the company’s stock after buying an additional 1,994 shares during the period. Benjamin Edwards Inc.’s holdings in CrowdStrike were worth $4,072,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in CRWD. Laurel Wealth Advisors LLC grew its holdings in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after buying an additional 4,285,640 shares during the last quarter. Norges Bank purchased a new stake in shares of CrowdStrike in the second quarter valued at $1,638,365,000. Vestor Capital LLC boosted its stake in shares of CrowdStrike by 269,840.3% during the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after acquiring an additional 976,822 shares during the last quarter. Vanguard Group Inc. increased its position in CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after purchasing an additional 596,007 shares in the last quarter. Finally, State Street Corp increased its position in CrowdStrike by 3.6% during the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares in the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Berenberg upgraded CRWD to Buy after the share pullback, signaling renewed confidence from a European sell-side shop and providing near-term buying support. Berenberg upgrades CrowdStrike to Buy after stock pullback
• Positive Sentiment: William Blair reiterated a Buy stance, underscoring confidence in CrowdStrike’s Falcon platform expansion and identity/security strategy as consistent with long-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Analysts highlighting strong Q2 metrics and Falcon adoption (including Cantor Fitzgerald’s bullish read) argue there’s meaningful upside if NNARR and multi-module adoption continue to accelerate. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike announced a strategic acquisition of identity-security startup SGNL for roughly $740M to beef up real-time identity protections against AI-driven threats — a clear strategic fit but one that requires integration and capital deployment. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Negative Sentiment: Market reaction to the SGNL deal included an intraweek sell-off as some investors punished CRWD for the cash outlay and near-term dilution risks. M&A News: CrowdStrike Stock (CRWD) Gets Knocked Despite $740M Purchase of ID Management Startup SGNL
• Negative Sentiment: Critical commentary highlights CrowdStrike’s stretched valuation and limited margin of safety despite renewed growth — a risk for investors if growth slows or acquisition benefits take time to materialize. CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum – Minimal Margin Of Safety
• Negative Sentiment: Recent headlines and market notes (Zacks, Benzinga) recorded short-term share weakness as the market digests deal details and valuation questions. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors

Insider Activity at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president directly owned 342,655 shares in the company, valued at $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction 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 completion of the sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 73,395 shares of company stock valued at $36,920,217. 3.32% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Truist Financial upped their target price on shares of CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. BMO Capital Markets upped their price objective on shares of CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Wells Fargo & Company raised their target price on shares of CrowdStrike from $550.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 1st. Needham & Company LLC boosted their price target on CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Daiwa Capital Markets increased their price target on CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. Thirty-three analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and an average price target of $555.10.

CrowdStrike Trading Up 1.5%

Shares of CRWD opened at $470.61 on Friday. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The stock’s 50-day moving average is $502.48 and its two-hundred day moving average is $481.62. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The stock has a market cap of $118.64 billion, a PE ratio of -373.50, a P/E/G ratio of 111.57 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last posted its 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. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.93 earnings per share. 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 analysts forecast 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.