Balboa Wealth Partners Raises Stock Position in CrowdStrike $CRWD

Balboa Wealth Partners boosted its stake in CrowdStrike (NASDAQ:CRWD) by 244.8% in the third quarter, HoldingsChannel reports. The firm owned 3,600 shares of the company’s stock after acquiring an additional 2,556 shares during the period. Balboa Wealth Partners’ holdings in CrowdStrike were worth $1,766,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. DDD Partners LLC boosted its stake in shares of CrowdStrike by 57.0% in the 3rd quarter. DDD Partners LLC now owns 1,683 shares of the company’s stock worth $825,000 after buying an additional 611 shares during the last quarter. International Private Wealth Advisors LLC increased its position in CrowdStrike by 17.9% during the third quarter. International Private Wealth Advisors LLC now owns 792 shares of the company’s stock valued at $388,000 after acquiring an additional 120 shares during the last quarter. Ameritas Advisory Services LLC lifted its holdings in CrowdStrike by 33.7% in the third quarter. Ameritas Advisory Services LLC now owns 5,164 shares of the company’s stock valued at $2,532,000 after acquiring an additional 1,302 shares during the period. Rothschild Capital Partners LLC bought a new position in CrowdStrike in the third quarter valued at about $332,000. Finally, Abich Financial Wealth Management LLC purchased a new position in CrowdStrike in the third quarter worth about $56,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the completion of the transaction, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This represents a 5.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 100,247 shares of company stock valued at $45,722,274. Insiders own 3.32% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

CrowdStrike Stock Performance

CRWD opened at $429.64 on Friday. The company has a 50 day simple moving average of $460.54 and a two-hundred day simple moving average of $473.27. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The firm has a market cap of $108.31 billion, a P/E ratio of -340.98, a PEG ratio of 23.55 and a beta of 1.03. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The company 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%. CrowdStrike’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.93 EPS. Equities analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Morgan Stanley upped their price target on shares of CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research report on Thursday, December 18th. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. Canaccord Genuity Group upped their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a report on Wednesday, December 3rd. The Goldman Sachs Group increased their price target on shares of CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Finally, Berenberg Bank set a $600.00 price target on shares of CrowdStrike and gave the stock a “buy” rating in a research note on Friday, January 9th. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and a consensus price target of $552.17.

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.