South Shore Capital Advisors Invests $666,000 in CrowdStrike $CRWD

South Shore Capital Advisors acquired a new stake in shares of CrowdStrike (NASDAQ:CRWD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,420 shares of the company’s stock, valued at approximately $666,000.

Other large investors also recently added to or reduced their stakes in the company. Asset Planning Inc bought a new stake in CrowdStrike during the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike in the third quarter worth about $25,000. Anchor Investment Management LLC purchased a new position in shares of CrowdStrike in the third quarter worth about $25,000. Hanson & Doremus Investment Management increased its holdings in shares of CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after buying an additional 34 shares during the period. Finally, Miller Global Investments LLC purchased a new position in shares of CrowdStrike in the fourth quarter worth about $26,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $398.61 on Tuesday. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The firm has a market capitalization of $101.09 billion, a P/E ratio of -538.65, a P/E/G ratio of 17.51 and a beta of 1.07. The business has a fifty day simple moving average of $410.52 and a two-hundred day simple moving average of $466.59. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.03 earnings per share. On average, equities analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike announced that its board has authorized a stock repurchase program on Monday, April 6th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 0.5% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

Several research analysts have recently commented on CRWD shares. Morgan Stanley upgraded CrowdStrike from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $487.00 to $510.00 in a report on Tuesday, March 10th. Capital One Financial cut their target price on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. KeyCorp reissued a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. Sanford C. Bernstein raised their target price on CrowdStrike from $353.00 to $368.00 and gave the stock a “market perform” rating in a research note on Wednesday, March 4th. Finally, TD Cowen cut their target price on CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $504.98.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s board approved an additional $500 million repurchase, bringing the total authorized buyback to $1.5 billion — a direct capital-allocation move that typically supports the stock by reducing float and signalling management’s view that shares are undervalued. CrowdStrike Expands Buyback Authorization To $1.5 Billion After Record Q4 FY26
• Positive Sentiment: Management tied the buyback to AI tailwinds and long-term ARR ambition (CFO cited AI-driven demand and a $20B ARR goal by FY36), reinforcing the narrative that CrowdStrike sees durable growth ahead — a catalyst for growth-oriented investors. CrowdStrike Unveils $500 Million Buyback Boost
• Positive Sentiment: CrowdStrike’s Falcon Complete was named a “Customers’ Choice” in Gartner Peer Insights’ 2026 Voice of the Customer for Managed Detection and Response (98% willingness-to-recommend), bolstering commercial credibility and customer retention arguments for revenue durability. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Neutral Sentiment: Analyst commentary and coverage note the buyback comes as the stock trades nearer recent lows and after a strong Q4; some firms keep constructive ratings (Moderate Buy / ~$505 PT) but the shares still face valuation and macro-sentiment headwinds. CrowdStrike (CRWD) Boosts Share Buyback to $1.5B as Stock Trades Near Lows

Insider Buying and Selling

In related news, CAO Anurag Saha sold 1,138 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total value of $467,786.28. Following the sale, the chief accounting officer owned 42,588 shares in the company, valued at $17,506,223.28. This represents a 2.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Burt W. Podbere sold 7,871 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the sale, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. The trade was a 4.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 68,636 shares of company stock worth $28,690,657 over the last three months. Corporate insiders own 3.32% of the company’s stock.

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.