CrowdStrike $CRWD Holdings Lifted by Spire Wealth Management

Spire Wealth Management grew its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 19.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,219 shares of the company’s stock after buying an additional 4,847 shares during the period. Spire Wealth Management’s holdings in CrowdStrike were worth $14,328,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. AlphaQuest LLC acquired a new stake in CrowdStrike in the 2nd quarter valued at approximately $26,000. Howard Hughes Medical Institute bought a new position in shares of CrowdStrike in the second quarter worth $27,000. Financial Gravity Companies Inc. acquired a new position in shares of CrowdStrike during the second quarter valued at $33,000. Financial Management Professionals Inc. increased its holdings in shares of CrowdStrike by 91.9% during the second quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock valued at $36,000 after purchasing an additional 34 shares during the period. Finally, Loomis Sayles & Co. L P bought a new stake in shares of CrowdStrike during the second quarter valued at about $36,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades and price‑target lifts lifted sentiment — MarketBeat notes 40+ bullish updates in Q4 that strengthened a Moderate Buy consensus and pushed price targets higher, supporting upside expectations. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Product/partner catalyst — coverage highlights CrowdStrike’s expanded AI Security Accelerator with AWS and NVIDIA, which could deepen technical differentiation and accelerate ARR through tighter cloud integrations. Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)?
• Positive Sentiment: Investor conviction on pullback — recent Seeking Alpha pieces argue the pullback is a buying opportunity and that a “hidden network effect” in CrowdStrike’s data network strengthens long‑term defensibility, attracting value‑oriented buyers. CrowdStrike: The Hidden Network Effect In Cybersecurity
• Neutral Sentiment: Broad market reporting — multiple outlets (MarketWatch, AAII, MSN) are noting the stock’s outperformance and higher volume today, which tends to amplify short‑term momentum even if driven largely by sentiment and analyst notes. CrowdStrike Holdings Inc. Cl A stock rises Wednesday, outperforms market
• Neutral Sentiment: Investor Q&A/valuation debate — coverage questioning whether it’s “too late” to buy reflects mixed investor views on near‑term entry points; useful for timing but not a new fundamental catalyst. Is It Too Late To Consider Buying CrowdStrike (CRWD) After Recent Pullback In The Share Price
• Negative Sentiment: Bear case remains — a Seeking Alpha critique argues CrowdStrike’s premium valuation and some execution risks make it a less compelling buy for certain investors; that view helps explain sell‑side caution and share volatility. CrowdStrike: The Agentic Security Leader That Isn’t Worth Buying
• Negative Sentiment: Insider optics — reports that CrowdStrike’s CEO purchased a large personal stake in a Mercedes F1 team have raised some governance/distraction questions among investors, which can weigh on sentiment even if not a direct business issue. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Negative Sentiment: Valuation and margins — CrowdStrike still trades at elevated multiples and has negative GAAP margins/ROE, so positive headlines can fuel rallies but fundamentals leave limited room for error. (See company financials and recent earnings/guidance released in December.)

Insiders Place Their Bets

In related news, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction dated Friday, December 5th. The stock was 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction dated 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 sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 83,395 shares of company stock worth $42,070,217 over the last three months. Company insiders own 3.32% of the company’s stock.

CrowdStrike Trading Up 4.5%

CrowdStrike stock opened at $478.91 on Thursday. The firm has a market cap of $120.73 billion, a price-to-earnings ratio of -380.09, a price-to-earnings-growth ratio of 110.24 and a beta of 1.03. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The firm’s 50 day moving average price is $505.43 and its two-hundred day moving average price is $481.90. 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 (NASDAQ:CRWD) last released 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. The business 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%.The company’s revenue was up 21.8% compared to the same quarter last year. During the same period last 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. On average, research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently issued reports on CRWD shares. Citigroup reiterated a “market outperform” rating on shares of CrowdStrike in a research report on Monday, December 15th. Truist Financial increased their price objective on shares of CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Needham & Company LLC boosted their target price on CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Stifel Nicolaus upped their target price on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, November 17th. Finally, Wedbush reiterated an “outperform” rating and set a $600.00 price target on shares of CrowdStrike in a research report on Monday, December 1st. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $555.10.

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.