CRWD update 2025-12-28

Date: December 28, 2025 Event Type: News

Executive Summary

Recent news indicates positive sentiment from institutional investors towards CrowdStrike (CRWD). 180 Wealth Advisors LLC and Carnegie Investment Counsel both increased their holdings in CRWD during the recent quarter. Additionally, Wedbush analyst Dan Ives highlighted the potential for cybersecurity and AI convergence in 2026, suggesting a positive outlook for cybersecurity companies like CrowdStrike.

Key Takeaways

Institutional Accumulation: 180 Wealth Advisors LLC significantly increased their CRWD holdings by 227.9%, adding 9,747 shares. Carnegie Investment Counsel also increased their position by 6.7%, purchasing an additional 1,428 shares. This suggests confidence from institutional investors in CrowdStrike's future performance.
Growing Institutional Ownership: The continued accumulation of CRWD shares by institutional investors like 180 Wealth Advisors LLC and Carnegie Investment Counsel can provide stability to the stock price and signal a strong belief in the company's long-term prospects. Their increased positions reflect a positive outlook on CrowdStrike's growth potential within the cybersecurity market.
AI as a Growth Catalyst: Wedbush's Dan Ives anticipates cybersecurity and AI converging in 2026. This is a potentially massive growth opportunity for cybersecurity firms like CrowdStrike, who can leverage AI to enhance their threat detection and prevention capabilities. This could lead to increased demand for CRWD's services and, consequently, higher revenue.

Thesis Impact

Status: Strengthened
Reasoning: The news strengthens the long-term investment thesis for CrowdStrike. Institutional accumulation indicates confidence in the company's future, and the potential for AI integration in cybersecurity presents a significant growth opportunity. The positive sentiment surrounding CRWD and the potential for increased revenue streams from AI-driven security solutions suggest a favorable outlook for the company's stock.

Valuation Update

Previous Fair Value: $350
New Fair Value: $375
Current Price: $330

Action Plan

Decision: Buy
Rationale: The combination of increasing institutional investment and the potential for significant growth driven by AI integration in cybersecurity makes CRWD an attractive investment. The current price, being below the revised fair value, presents a buying opportunity.

Executive Summary

Key Takeaways

Institutional Accumulation: 180 Wealth Advisors LLC significantly increased their CRWD holdings by 227.9%, adding 9,747 shares. Carnegie Investment Counsel also increased their position by 6.7%, purchasing an additional 1,428 shares. This suggests confidence from institutional investors in CrowdStrike's future performance.

Growing Institutional Ownership: The continued accumulation of CRWD shares by institutional investors like 180 Wealth Advisors LLC and Carnegie Investment Counsel can provide stability to the stock price and signal a strong belief in the company's long-term prospects. Their increased positions reflect a positive outlook on CrowdStrike's growth potential within the cybersecurity market.

AI as a Growth Catalyst: Wedbush's Dan Ives anticipates cybersecurity and AI converging in 2026. This is a potentially massive growth opportunity for cybersecurity firms like CrowdStrike, who can leverage AI to enhance their threat detection and prevention capabilities. This could lead to increased demand for CRWD's services and, consequently, higher revenue.

Thesis Impact

Status: Strengthened

Reasoning: The news strengthens the long-term investment thesis for CrowdStrike. Institutional accumulation indicates confidence in the company's future, and the potential for AI integration in cybersecurity presents a significant growth opportunity. The positive sentiment surrounding CRWD and the potential for increased revenue streams from AI-driven security solutions suggest a favorable outlook for the company's stock.