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Additional Reading from MarketBeat Media Institutions Are Fueling CrowdStrike's Next Leg HigherWritten by Chris Markoch. Published 10/17/2025. 
Key Points - Institutional investors have invested $18 billion in CrowdStrike stock over the past 12 months, nearly tripling the outflows.
- Analysts are increasingly bullish, with top price targets of $600, suggesting over 20% upside.
- CrowdStrike’s AI-driven Falcon Flex platform continues to expand contracts across both public and private sectors.
Earnings season just got underway, but investors in CrowdStrike Holdings Inc. (NASDAQ: CRWD) will have to wait until late November for the company to report. However, some clues suggest the stock's 7.7% climb in the last 30 days may be only a warm-up for what's coming through the end of 2025 and into 2026. Elon Musk just declared war on the wireless giants with a $17 billion spectrum deal that gives SpaceX the rights to deliver direct-to-cell service nationwide — a move tech analyst Jeff Brown says could shape the backbone of the coming space economy and create fortunes on a scale not seen since the rise of NVIDIA. Click here to watch Jeff's urgent briefing Specifically, CrowdStrike draws strong interest from institutional investors, and analysts have turned bullish on CRWD stock. For those reasons, long-term investors should look beyond the company's lofty valuation and focus on the strong demand for its a la carte, AI-native platform. CrowdStrike Continues to Outperform Expectations A recent Wedbush survey found that cybersecurity spending by enterprise customers exceeded quarterly targets, reaching 109% of the goal. That strength is notable at a time when other budgets are leveling off or shrinking. It confirms that demand for cybersecurity solutions continues to grow — the fundamental reason to consider CrowdStrike and other cybersecurity names. If AI infrastructure companies are the top-tier technology stocks, cybersecurity is a close second. Like many high-flying AI-related names, CrowdStrike faces questions about valuation. The company is trading at a price-to-sales (P/S) ratio of about 27x, a modest premium to its historical average. That makes another finding from the Wedbush survey important: CrowdStrike, along with Zscaler Inc. (NASDAQ: ZS) and Datadog Inc. (NASDAQ: DDOG), received the strongest positive feedback from enterprise customers. Specifically, CrowdStrike exceeded expectations by 5% to 9%. This outperformance illustrates how CrowdStrike's Falcon Flex platform is helping expand contracts with public- and private-sector customers. Institutional Buying Outweighs Insider Selling CrowdStrike skeptics will point to 11 separate sales of CRWD stock since August, including transactions by company insiders and Members of Congress. It's important, however, to understand the context behind those sales. Many insider sales occurred under 10b5-1 plans, meaning they were scheduled months in advance and would have happened regardless of stock price. Congressional trades may be unseemly to some, but with CrowdStrike winning government business, those sales likely reflect profit-taking rather than a loss of confidence. What should encourage investors is the strong demand from institutional investors. Over the past 12 months, institutional buyers have outpaced sellers nearly 2:1 by transaction count, and by dollars the gap is roughly 3:1 — about $18 billion in inflows versus $7 billion in outflows. Quarterly data also shows accelerating institutional accumulation, with inflows outpacing outflows in nearly every quarter since early 2023. That trend suggests large investors continue to see upside in CrowdStrike's expanding cybersecurity platform and recurring-revenue model despite the stock's rally since September. Today, institutional buyers own more than 70% of CrowdStrike's outstanding shares — significant because institutions typically take long positions after extensive research, often using their own buy-side analysts. Analyst Sentiment Has Turned Sharply Bullish Analyst sentiment provides another measure of the stock's recent strength. Over the past 90 days, CrowdStrike has shifted from one of the most downgraded stocks to one of the most upgraded. Analysts point to accelerating revenue, expanding margins, and rising demand for endpoint protection as key drivers of the turnaround. Several firms have raised price targets and earnings estimates in anticipation of continued market-share gains. Wells Fargo and Scotiabank are the most bullish, each setting a $600 target — about a 21% increase from CRWD's closing price on Oct. 16. In total, 48 analysts cover CrowdStrike, reflecting broad institutional interest. The stock carries a Moderate Buy consensus rating, with an average price target just under $495 — implying roughly a 2.5% upside from current levels.
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