Arcadia Investment Management Corp MI Raises Holdings in CrowdStrike $CRWD

Arcadia Investment Management Corp MI grew its stake in CrowdStrike (NASDAQ:CRWD) by 13.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 17,047 shares of the company’s stock after buying an additional 2,005 shares during the quarter. CrowdStrike accounts for approximately 1.3% of Arcadia Investment Management Corp MI’s portfolio, making the stock its 25th biggest position. Arcadia Investment Management Corp MI’s holdings in CrowdStrike were worth $8,360,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Global Wealth Management Investment Advisory Inc. raised its holdings in CrowdStrike by 14.6% in the third quarter. Global Wealth Management Investment Advisory Inc. now owns 9,082 shares of the company’s stock valued at $4,454,000 after acquiring an additional 1,160 shares in the last quarter. WealthPLAN Partners LLC increased its position in shares of CrowdStrike by 25.5% in the 3rd quarter. WealthPLAN Partners LLC now owns 1,864 shares of the company’s stock valued at $914,000 after purchasing an additional 379 shares during the last quarter. Kera Capital Partners Inc. increased its position in shares of CrowdStrike by 4.4% in the 3rd quarter. Kera Capital Partners Inc. now owns 904 shares of the company’s stock valued at $443,000 after purchasing an additional 38 shares during the last quarter. Retirement Planning Group LLC lifted its position in shares of CrowdStrike by 25.2% during the 3rd quarter. Retirement Planning Group LLC now owns 4,325 shares of the company’s stock worth $2,121,000 after purchasing an additional 871 shares during the last quarter. Finally, Klingman & Associates LLC lifted its position in shares of CrowdStrike by 8.3% during the 3rd quarter. Klingman & Associates LLC now owns 571 shares of the company’s stock worth $280,000 after purchasing an additional 44 shares during the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Price Performance

CRWD stock opened at $468.02 on Wednesday. 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 company has a market capitalization of $117.99 billion, a P/E ratio of -371.44, a PEG ratio of 112.32 and a beta of 1.03. The business has a 50 day simple moving average of $499.47 and a 200-day simple moving average of $481.02. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, beating 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 company’s quarterly revenue was up 21.8% on a year-over-year basis. During the same period in the previous year, the company posted $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 anticipate that CrowdStrike will post 0.55 EPS for the current year.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire identity-security startup SGNL (reported price ~$740M), positioning identity protection as a new growth pillar for the Falcon platform — a move analysts say could expand addressable market and cross-sell opportunities. CRWD to Acquire SGNL
• Positive Sentiment: Analysts have broadly applauded the SGNL deal and reiterated buy ratings, signaling continued sell-side support for CrowdStrike’s growth strategy tied to identity/security expansion. Analysts Applaud SGNL Deal
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity—this expands go-to-market options and could accelerate penetration in a large segment. CrowdStrike and Nord Security Partnership
• Positive Sentiment: BTIG reaffirmed a Buy on CRWD with a $640 price target — a sizable upside from current levels — which supports upside expectations among some institutional investors. BTIG Reaffirms Buy
• Neutral Sentiment: Benzinga compiled 39 analyst reviews of CrowdStrike; the summary highlights mixed views on growth vs. valuation, useful for context but not a single market-moving change. Demystifying CrowdStrike: 39 Analyst Reviews
• Neutral Sentiment: Zacks and other outlets note heavy investor interest and broker commentary; these pieces reiterate fundamentals and analyst sentiment but don’t introduce a new catalyst. Brokers Suggest Investing in CrowdStrike
• Negative Sentiment: KeyBanc downgraded CrowdStrike (and flagged concerns about lower security budgets and lack of AI tailwinds), which is a direct bearish signal that can pressure the stock short-term. KeyBanc Downgrades CrowdStrike
• Negative Sentiment: Independent pieces (Seeking Alpha, others) caution that while growth is reaccelerating, valuation remains a constraint — a common theme that may cap upside until proof of sustained margin/earnings expansion appears. Growth Reaccelerating but Valuation Constraint

Insiders Place Their Bets

In related news, Director Sameer K. Gandhi sold 1,879 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $527.51, for a total value of $991,191.29. Following the transaction, the director owned 763,027 shares in the company, valued at $402,504,372.77. The trade was a 0.25% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO George Kurtz sold 17,550 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total value of $8,448,219.00. Following the sale, the chief executive officer directly owned 2,090,532 shares of the company’s stock, valued at $1,006,340,294.16. The trade was a 0.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 71,048 shares of company stock valued at $35,767,887. 3.32% of the stock is owned by insiders.

Wall Street Analyst Weigh In

CRWD has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft increased their target price on CrowdStrike from $435.00 to $475.00 and gave the company a “hold” rating in a report on Wednesday, December 3rd. DZ Bank downgraded CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price objective on the stock. in a report on Wednesday, September 24th. Oppenheimer raised their target price on CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Bank of America boosted their target price on CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a research note on Monday, October 20th. Finally, Mizuho set a $540.00 price target on shares of CrowdStrike in a research note on Thursday, January 8th. Thirty-two analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $555.42.

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.