Strategic Planning Group LLC Has $8.04 Million Position in CrowdStrike $CRWD

Strategic Planning Group LLC lifted its stake in shares of CrowdStrike (NASDAQ:CRWD) by 28.7% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 16,400 shares of the company’s stock after buying an additional 3,662 shares during the quarter. Strategic Planning Group LLC’s holdings in CrowdStrike were worth $8,043,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of CRWD. Disciplined Equity Management Inc. boosted its holdings in shares of 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 period. Fire Capital Management LLC lifted its holdings in CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares during the last quarter. Patron Partners LLC boosted its stake in CrowdStrike by 2.1% in the 2nd quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after purchasing an additional 22 shares during the period. Nova Wealth Management Inc. grew its holdings in CrowdStrike by 5.4% in the 3rd quarter. Nova Wealth Management Inc. now owns 428 shares of the company’s stock valued at $210,000 after buying an additional 22 shares in the last quarter. Finally, Brighton Jones LLC increased its position in CrowdStrike by 0.3% during the 3rd quarter. Brighton Jones LLC now owns 7,776 shares of the company’s stock worth $3,813,000 after buying an additional 22 shares during the period. Institutional investors own 71.16% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Cantor Fitzgerald reiterated an Overweight rating and $590 price target after CrowdStrike’s strong quarter — highlights include NNARR up 73% YoY to $265M, the company raising second-half FY26 NNARR growth guidance from 40% to at least 50%, expanding platform adoption (49% of customers using six+ modules), and rapid growth in Falcon Flex ARR. This analyst support and better guidance are the primary drivers of the rally. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Positive Sentiment: Several market write-ups and investor notes point to the company’s recurring-revenue strength and platform-led expansion as durable growth drivers, reinforcing bullish sentiment and buy-the-dip themes among growth investors. CrowdStrike: This Dip Is A Good Time To Strike (Upgrade)
• Neutral Sentiment: News outlets and market summaries report the stock’s outperformance following the quarterly results and analyst commentary; these pieces explain the move but mostly reiterate facts rather than presenting new catalysts. CrowdStrike Holdings Inc. Cl A stock rises Wednesday, outperforms market
• Neutral Sentiment: Investor guidance pieces ask whether it’s too late to buy after the pullback and rebound — useful framing for entry timing but not new fundamental information. Is It Too Late To Consider Buying CrowdStrike (CRWD) After Recent Pullback In The Share Price
• Neutral Sentiment: Analyst and community commentary (AAII, MSN summaries) explain the rally and bullish thesis—useful for sentiment context but largely repetitive of the cited beats and guidance. Why CrowdStrike Holdings, Inc.’s (CRWD) Stock Is Up 5.05%
• Negative Sentiment: At least one longer-form critique argues CrowdStrike’s valuation and competitive dynamics temper the buy case — noting the company as a strong technology leader but questioning whether current multiples justify new money, which could limit further upside if sentiment shifts. CrowdStrike: The Agentic Security Leader That Isn’t Worth Buying

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. KeyCorp upped their price target on shares of CrowdStrike from $510.00 to $570.00 and gave the company an “overweight” rating in a research note on Monday, December 1st. Evercore ISI boosted their price objective on shares of CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a report on Wednesday, December 3rd. Robert W. Baird lifted their price target on shares of CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Loop Capital set a $550.00 price objective on CrowdStrike in a research note on Thursday, December 11th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $630.00 price objective on shares of CrowdStrike in a report on Wednesday, December 3rd. 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 company has an average rating of “Moderate Buy” and an average price target of $555.10.

Insider Activity at CrowdStrike

In other news, Director Sameer K. Gandhi sold 5,000 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $550.20, for a total value of $2,751,000.00. Following the completion of the transaction, the director directly owned 765,456 shares in the company, valued at approximately $421,153,891.20. This represents a 0.65% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction on 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 sale, the director owned 10,816 shares in the company, valued at $5,574,999.04. This represents a 41.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 83,395 shares of company stock valued at $42,070,217. 3.32% of the stock is owned by company insiders.

CrowdStrike Stock Performance

CrowdStrike stock opened at $478.91 on Thursday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market cap of $120.73 billion, a PE ratio of -380.09, a P/E/G ratio of 110.24 and a beta of 1.03. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The business’s 50-day moving average price is $505.43 and its two-hundred day moving average price is $481.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The company 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% 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. As a group, analysts expect 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.