Laffer Tengler Investments Inc. Acquires 1,961 Shares of CrowdStrike $CRWD

Laffer Tengler Investments Inc. raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 21.8% during the third quarter, according to its most recent filing with the SEC. The firm owned 10,952 shares of the company’s stock after purchasing an additional 1,961 shares during the period. Laffer Tengler Investments Inc.’s holdings in CrowdStrike were worth $5,371,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of CRWD. Asset Planning Inc purchased a new position in CrowdStrike during the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in CrowdStrike during the 3rd quarter valued at $25,000. AlphaQuest LLC purchased a new position in shares of CrowdStrike in the 2nd quarter valued at $26,000. Howard Hughes Medical Institute bought a new position in shares of CrowdStrike in the 2nd quarter worth $27,000. Finally, Pinnacle Bancorp Inc. purchased a new stake in shares of CrowdStrike during the 3rd quarter worth $27,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on CRWD shares. Argus lifted their target price on CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Truist Financial lowered their price target on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Needham & Company LLC increased their target price on shares of CrowdStrike from $535.00 to $575.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Finally, Evercore lowered their target price on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $520.43.

Insiders Place Their Bets

In other news, Director Denis Oleary sold 7,750 shares of the firm’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 directly owned 10,816 shares in the company, valued at $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In 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.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

CrowdStrike Trading Up 1.7%

NASDAQ CRWD opened at $391.42 on Wednesday. The company has a fifty day simple moving average of $434.98 and a two-hundred day simple moving average of $469.29. The stock has a market cap of $98.68 billion, a P/E ratio of -310.65, a P/E/G ratio of 21.65 and a beta of 1.06. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same period in the previous year, the company earned $1.03 earnings per share. The business’s quarterly revenue was up 23.8% compared to the same quarter last year. On average, analysts forecast that CrowdStrike will post 0.55 earnings per share for the current 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.