Strategic Planning Group LLC Acquires 3,662 Shares of CrowdStrike $CRWD

Strategic Planning Group LLC raised its stake in shares of CrowdStrike (NASDAQ:CRWD) by 28.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 16,400 shares of the company’s stock after purchasing an additional 3,662 shares during the period. Strategic Planning Group LLC’s holdings in CrowdStrike were worth $8,043,000 at the end of the most recent quarter.

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

Key CrowdStrike News

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

Insider Activity at CrowdStrike

In related news, Director Sameer K. Gandhi sold 1,879 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the sale, the director owned 763,027 shares in the company, valued at $402,504,372.77. This represents a 0.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 83,395 shares of company stock valued at $42,070,217 over the last quarter. 3.32% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have commented on CRWD. BNP Paribas Exane upped their price target on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Needham & Company LLC boosted their price objective on CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Daiwa Capital Markets upped their target price on CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research report on Tuesday, December 9th. Wedbush reiterated an “outperform” rating and issued a $600.00 target price on shares of CrowdStrike in a report on Monday, December 1st. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $353.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and an average price target of $555.10.

CrowdStrike Price Performance

Shares of NASDAQ:CRWD opened at $478.91 on Thursday. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The stock’s 50 day moving average is $505.43 and its 200-day moving average is $481.90. 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 firm 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 posted its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the firm posted $0.93 EPS. CrowdStrike’s revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Sell-side analysts forecast that CrowdStrike will post 0.55 EPS 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.