CrowdStrike $CRWD Stock Position Boosted by Federated Hermes Inc.

Federated Hermes Inc. grew its stake in shares of CrowdStrike (NASDAQ:CRWD) by 56.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 294,134 shares of the company’s stock after buying an additional 105,978 shares during the quarter. Federated Hermes Inc. owned about 0.12% of CrowdStrike worth $144,237,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Valeo Financial Advisors LLC increased its stake in shares of CrowdStrike by 6.2% during the third quarter. Valeo Financial Advisors LLC now owns 11,121 shares of the company’s stock valued at $5,454,000 after acquiring an additional 645 shares during the period. AGP Franklin LLC boosted its stake in CrowdStrike by 6.2% during the 3rd quarter. AGP Franklin LLC now owns 9,606 shares of the company’s stock valued at $4,711,000 after purchasing an additional 565 shares in the last quarter. J. Safra Sarasin Holding AG increased its position in shares of CrowdStrike by 26.3% during the 3rd quarter. J. Safra Sarasin Holding AG now owns 15,730 shares of the company’s stock valued at $7,714,000 after purchasing an additional 3,272 shares during the period. Phoenix Financial Ltd. raised its stake in shares of CrowdStrike by 10.1% in the 3rd quarter. Phoenix Financial Ltd. now owns 3,747 shares of the company’s stock worth $1,837,000 after buying an additional 344 shares in the last quarter. Finally, CFM Wealth Partners LLC lifted its holdings in shares of CrowdStrike by 18.3% in the third quarter. CFM Wealth Partners LLC now owns 13,625 shares of the company’s stock valued at $6,681,000 after buying an additional 2,105 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Shares have outperformed the market in recent sessions, reflecting intraday buying and momentum that’s lifting the stock. CrowdStrike stock rises Tuesday, outperforms market
• Positive Sentiment: Market commentary and data providers note a recent strong close and short‑term gains, supporting continued buying interest. CrowdStrike Exceeds Market Returns
• Positive Sentiment: Reported short interest data is effectively zero as of Jan. 27 (days‑to‑cover ~0), which reduces one common source of downward pressure and the risk of a short‑seller‑driven downside event. (internal short‑interest report)
• Neutral Sentiment: Macquarie reiterated a “Neutral” rating with a $485 price target — only modestly above current levels — signaling analysts see limited near‑term upside despite positive momentum. Macquarie Reiterates Neutral Rating on CrowdStrike
• Neutral Sentiment: Media pieces and analyst commentary continue to frame CRWD as a high‑growth cybersecurity name, supporting investor interest but also keeping valuation scrutiny in focus. CrowdStrike stock analysis | Extremely high growth stock

CrowdStrike Stock Up 1.8%

Shares of NASDAQ:CRWD opened at $476.66 on Wednesday. The firm has a 50 day simple moving average of $483.18 and a 200 day simple moving average of $477.82. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The company has a market cap of $120.17 billion, a PE ratio of -378.30, a price-to-earnings-growth ratio of 113.70 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share 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 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% compared to the same quarter last year. During the same period in the previous year, the company posted $0.93 EPS. As a group, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction dated 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 directly owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president owned 342,655 shares in the company, valued at $164,399,015.90. This represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 69,048 shares of company stock worth $34,509,857. 3.32% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on CRWD shares. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Piper Sandler lifted their price objective on shares of CrowdStrike from $450.00 to $520.00 and gave the stock a “neutral” rating in a research note on Wednesday, December 3rd. Bank of America boosted their target price on shares of CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a report on Monday, October 20th. BNP Paribas Exane raised their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a report on Wednesday, December 3rd. Finally, Mizuho set a $540.00 price target on shares of CrowdStrike in a research report on Thursday, January 8th. Thirty-one investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $555.21.

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.