Bedell Frazier Investment Counselling LLC Purchases 11,434 Shares of CrowdStrike $CRWD

Bedell Frazier Investment Counselling LLC grew its position in CrowdStrike (NASDAQ:CRWD) by 1,479.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 12,207 shares of the company’s stock after purchasing an additional 11,434 shares during the quarter. CrowdStrike comprises 1.2% of Bedell Frazier Investment Counselling LLC’s portfolio, making the stock its 28th biggest holding. Bedell Frazier Investment Counselling LLC’s holdings in CrowdStrike were worth $5,986,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Disciplined Equity Management Inc. raised its position in CrowdStrike by 0.8% during the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after purchasing an additional 20 shares in the last quarter. TD Private Client Wealth LLC increased its stake in shares of CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after purchasing an additional 20 shares during the last quarter. Financially Speaking Inc raised its holdings in shares of CrowdStrike by 26.7% during the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after buying an additional 20 shares in the last quarter. Catalyst Financial Partners LLC lifted its position in shares of CrowdStrike by 1.6% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock worth $611,000 after buying an additional 20 shares during the last quarter. Finally, Fire Capital Management LLC lifted its position in shares of CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after buying an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on CRWD shares. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Piper Sandler lifted their price target on shares of CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a report on Wednesday, December 3rd. Stephens set a $465.00 price objective on shares of CrowdStrike in a research report on Wednesday. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Loop Capital set a $550.00 target price on shares of CrowdStrike in a research note on Thursday, December 11th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus price target of $528.74.

Insider Activity

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

CrowdStrike Trading Down 2.4%

CRWD opened at $371.98 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company’s 50 day moving average price is $438.69 and its two-hundred day moving average price is $469.57. The firm has a market capitalization of $93.78 billion, a price-to-earnings ratio of -295.22, a PEG ratio of 20.93 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the previous year, the business earned $0.93 earnings per share. CrowdStrike’s revenue was up 21.8% compared to the same quarter last year. As a group, research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

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.