Lmcg Investments LLC Sells 1,356 Shares of CrowdStrike $CRWD

Lmcg Investments LLC trimmed its position in CrowdStrike (NASDAQ:CRWD) by 4.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,723 shares of the company’s stock after selling 1,356 shares during the quarter. Lmcg Investments LLC’s holdings in CrowdStrike were worth $13,104,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Asset Planning Inc acquired a new stake in CrowdStrike in the 3rd quarter worth about $25,000. AlphaQuest LLC bought a new position in shares of CrowdStrike during the second quarter worth approximately $26,000. Howard Hughes Medical Institute bought a new position in shares of CrowdStrike during the second quarter worth approximately $27,000. Pinnacle Bancorp Inc. acquired a new stake in shares of CrowdStrike in the third quarter valued at approximately $27,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of CrowdStrike in the second quarter valued at approximately $33,000. Institutional investors own 71.16% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CRWD announced a $740M deal to buy SGNL (Continuous Identity), which extends Falcon into real‑time, risk‑based access control — a strategic fit for securing AI agents and non‑human identities and strengthens the platform narrative. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is also acquiring Seraphic to add browser‑session protection (AI‑driven risks in browsers), broadening Falcon’s coverage and supporting growth avenues beyond endpoints. CRWD to Acquire Seraphic
• Positive Sentiment: Analyst sentiment is increasingly constructive: MarketBeat highlights that a major bear has turned bullish and technical momentum looks to be stabilizing — this supports a potential upside if momentum continues. CrowdStrike: A Major Bear Throws in the Towel—Upside Ahead
• Positive Sentiment: BTIG reiterated its Buy and a $640 target recently, and Capital One trimmed its target only slightly (from $600 to $590) while keeping an Overweight rating — both moves keep meaningful upside visible to investors. Capital One / MarketScreener TickerReport BTIG Reiterates Buy
• Neutral Sentiment: CEO commentary: management warns AI agents can be unpredictable while continuing M&A to bolt on capabilities — underscores both opportunity and execution risk but is not a direct near‑term earnings driver. AOL: CEO says AI agents are unpredictable Yahoo Finance: CEO on M&A
• Neutral Sentiment: KeyCorp published updated quarterly and full‑year EPS estimates (various quarters) and maintains a Sector Weight — useful for modeling but not a directional catalyst by itself. MarketBeat CRWD page
• Negative Sentiment: Despite strategic M&A, investors are focused on valuation: MarketBeat notes the SGNL deal hasn’t changed sentiment much and the stock has been testing support levels; separate coverage flagged that CRWD recently fell more than the broader market — near‑term pressure remains. SGNL acquisition analysis Zacks: Here’s Why CRWD Fell

CrowdStrike Price Performance

Shares of CRWD opened at $453.88 on Friday. 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 stock has a market cap of $114.42 billion, a PE ratio of -360.22, a PEG ratio of 110.19 and a beta of 1.03. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The business has a 50-day simple moving average of $494.73 and a two-hundred day simple moving average of $480.23.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 2.12% and a negative net margin of 6.88%.The business’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the company’s 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 in the company, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Sameer K. Gandhi sold 5,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $550.20, for a total value of $2,751,000.00. Following the transaction, the director owned 765,456 shares of the company’s stock, valued at $421,153,891.20. This trade represents a 0.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 74,048 shares of company stock valued at $37,153,707 in the last quarter. Insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on the company. JPMorgan Chase & Co. raised their price objective on CrowdStrike from $500.00 to $580.00 and gave the stock an “overweight” rating in a research note on Monday, December 1st. JMP Securities boosted their price target on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research note on Tuesday, September 23rd. HSBC upped their price objective on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research report on Thursday, December 4th. Rosenblatt Securities restated a “buy” rating and issued a $630.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, UBS Group lifted their price objective on shares of CrowdStrike from $580.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Thirty-two investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $555.21.

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.