CrowdStrike $CRWD Shares Purchased by AlphaCore Capital LLC

AlphaCore Capital LLC grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 419.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,884 shares of the company’s stock after purchasing an additional 3,137 shares during the period. AlphaCore Capital LLC’s holdings in CrowdStrike were worth $1,905,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Disciplined Equity Management Inc. boosted its position in CrowdStrike by 0.8% during the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after acquiring an additional 20 shares during the last quarter. TD Private Client Wealth LLC lifted its stake in shares of CrowdStrike by 6.4% during the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after purchasing an additional 20 shares during the period. Financially Speaking Inc lifted its stake in shares of CrowdStrike by 26.7% during the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after purchasing an additional 20 shares during the period. Catalyst Financial Partners LLC boosted its holdings in shares of CrowdStrike by 1.6% during the third quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after purchasing an additional 20 shares during the last quarter. Finally, Fire Capital Management LLC grew its position in shares of CrowdStrike by 1.7% in the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after purchasing an additional 21 shares during the period. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently weighed in on CRWD. Deutsche Bank Aktiengesellschaft increased their target price on CrowdStrike from $435.00 to $475.00 and gave the stock a “hold” rating in a research report on Wednesday, December 3rd. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Argus boosted their target price on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a report on Friday, December 5th. Needham & Company LLC increased their price target on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Finally, Cantor Fitzgerald decreased their price target on shares of CrowdStrike from $590.00 to $520.00 and set an “overweight” rating on the stock in a report on Tuesday. Thirty investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $530.87.

CrowdStrike Price Performance

Shares of CRWD stock opened at $381.10 on Friday. The company has a market capitalization of $96.08 billion, a PE ratio of -302.46, a price-to-earnings-growth ratio of 20.44 and a beta of 1.03. The firm has a fifty day simple moving average of $440.88 and a 200-day simple moving average of $469.71. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm’s quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.93 EPS. Equities research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This represents a 3.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Denis Oleary sold 7,750 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $515.44, for a total value of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 100,247 shares of company stock valued at $45,722,274. Insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing‑resistant, risk‑aware MFA extension for the Falcon platform that directly targets AI‑accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582→472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal‑weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short‑term risk if AI narratives turn negative again. Article Title

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.