Nordea Investment Management AB Grows Stock Holdings in CrowdStrike $CRWD

Nordea Investment Management AB raised its position in CrowdStrike (NASDAQ:CRWD) by 4.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 835,405 shares of the company’s stock after acquiring an additional 35,337 shares during the quarter. Nordea Investment Management AB’s holdings in CrowdStrike were worth $405,656,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Asset Planning Inc bought a new position in CrowdStrike in the third quarter worth about $25,000. AlphaQuest LLC bought a new position in shares of CrowdStrike in the 2nd quarter worth approximately $26,000. Howard Hughes Medical Institute purchased a new position in shares of CrowdStrike in the 2nd quarter valued at approximately $27,000. Pinnacle Bancorp Inc. purchased a new position in shares of CrowdStrike in the 3rd quarter valued at approximately $27,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of CrowdStrike during the second quarter valued at approximately $33,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $466.99 on Tuesday. The company has a market cap of $117.73 billion, a P/E ratio of -370.63, a P/E/G ratio of 113.19 and a beta of 1.03. The firm’s fifty day moving average is $500.78 and its two-hundred day moving average is $481.24. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the previous year, the company posted $0.93 EPS. The company’s revenue for the quarter 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. As a group, analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In other news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction on 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 sale, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO George Kurtz sold 17,550 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of the sale, the chief executive officer owned 2,090,532 shares in the company, valued at $1,006,340,294.16. The trade was a 0.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 73,395 shares of company stock worth $36,920,217. 3.32% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have weighed in on CRWD. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. DZ Bank lowered CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price objective for the company. in a research report on Wednesday, September 24th. Evercore ISI lifted their price objective on CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a research note on Wednesday, December 3rd. Zacks Research cut CrowdStrike from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, December 24th. Finally, Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. 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’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $555.10.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire SGNL to add identity security and real‑time, risk‑based access controls to the Falcon platform — a strategic tuck‑in that could expand addressable market and cross‑sell opportunities. CRWD to Acquire SGNL
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity, extending reach into smaller customers and packaging Falcon with Nord’s access/credential tools — helps revenue diversification and go‑to‑market. CrowdStrike and Nord Security Partnership
• Positive Sentiment: Analysts broadly praised the SGNL deal and many reiterated buy/upgrade calls (including a recent Berenberg upgrade and coverage noting upside), which can support near‑term sentiment and buying pressure. Analysts Applaud SGNL Deal
• Neutral Sentiment: CrowdStrike is appearing on lists of high‑growth names and is heavily searched by investors — increased attention can amplify moves but doesn’t by itself change fundamentals. High‑Growth Stocks List
• Neutral Sentiment: Reported short interest data is effectively meaningless (shows 0 shares / NaN change and 0.0 days to cover) — no actionable signal from this release. Short Interest Report
• Negative Sentiment: KeyBanc analyst flagged risks: lowering bullish stance due to expectations of weaker cybersecurity budgets in 2026 and an absence of AI tailwinds for CrowdStrike — this raises short‑term demand risk and could pressure estimates if broader IT spend softens. KeyBanc Analyst Caution

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.