Spire Wealth Management Has $14.33 Million Position in CrowdStrike $CRWD

Spire Wealth Management grew its holdings in CrowdStrike (NASDAQ:CRWD) by 19.9% in the third quarter, Holdings Channel.com reports. The firm owned 29,219 shares of the company’s stock after purchasing 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 SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC grew its stake in CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after acquiring an additional 2,417 shares in the last quarter. MBB Public Markets I LLC acquired a new stake in shares of CrowdStrike during the first quarter worth approximately $315,000. Empowered Funds LLC grew its position in CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after purchasing an additional 169 shares in the last quarter. Woodline Partners LP increased its stake in CrowdStrike by 366.5% in the 1st quarter. Woodline Partners LP now owns 86,518 shares of the company’s stock valued at $30,505,000 after buying an additional 67,973 shares during the period. Finally, SCS Capital Management LLC acquired a new position in CrowdStrike in the 1st quarter valued at approximately $2,064,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Mizuho boosted their price target on shares of CrowdStrike from $475.00 to $540.00 and gave the company a “hold” rating in a report on Monday, November 17th. Truist Financial boosted their target price on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Needham & Company LLC raised their price target on CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Roth Capital reiterated a “buy” rating and set a $510.00 price target (up from $410.00) on shares of CrowdStrike in a report on Thursday, September 18th. Finally, BMO Capital Markets increased their price objective on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Thirty-two investment 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. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $555.10.

CrowdStrike Stock Up 4.5%

Shares of CRWD stock opened at $478.91 on Thursday. The stock’s 50 day simple moving average is $505.43 and its 200 day simple moving average is $481.90. CrowdStrike has a twelve month low of $298.00 and a twelve month 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 capitalization of $120.73 billion, a price-to-earnings ratio of -380.09, a PEG ratio of 110.24 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same quarter in the prior year, the business earned $0.93 earnings per share. The company’s revenue was up 21.8% on a year-over-year basis. 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, research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

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, CEO George Kurtz sold 17,550 shares of CrowdStrike stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $481.38, for a total value of $8,448,219.00. Following the transaction, the chief executive officer owned 2,090,532 shares in the company, valued at $1,006,340,294.16. This trade represents a 0.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the sale, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 83,395 shares of company stock worth $42,070,217 in the last ninety days. 3.32% of the stock is owned by insiders.

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.