Naples Global Advisors LLC Makes New $236,000 Investment in CrowdStrike $CRWD

Naples Global Advisors LLC purchased a new position in shares of CrowdStrike (NASDAQ:CRWD) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 463 shares of the company’s stock, valued at approximately $236,000.

A number of other hedge funds have also made changes to their positions in CRWD. Patron Partners LLC grew its holdings in CrowdStrike by 2.1% during the second quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after purchasing an additional 22 shares during the last quarter. Real Talk Capital LLC lifted its stake in shares of CrowdStrike by 0.9% in the first quarter. Real Talk Capital LLC now owns 2,732 shares of the company’s stock worth $963,000 after buying an additional 24 shares during the last quarter. Tradewinds Capital Management LLC boosted its holdings in shares of CrowdStrike by 20.8% during the 1st quarter. Tradewinds Capital Management LLC now owns 145 shares of the company’s stock worth $51,000 after buying an additional 25 shares during the period. Close Asset Management Ltd grew its stake in CrowdStrike by 23.8% in the 1st quarter. Close Asset Management Ltd now owns 130 shares of the company’s stock valued at $46,000 after buying an additional 25 shares during the last quarter. Finally, Ramirez Asset Management Inc. raised its holdings in CrowdStrike by 5.9% in the 1st quarter. Ramirez Asset Management Inc. now owns 450 shares of the company’s stock worth $159,000 after acquiring an additional 25 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on CRWD. Citigroup reaffirmed an “outperform” rating on shares of CrowdStrike in a research report on Tuesday, September 23rd. TD Cowen increased their target price on CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a research note on Friday. Canaccord Genuity Group lifted their price target on CrowdStrike from $430.00 to $500.00 and gave the stock a “hold” rating in a research report on Monday, September 22nd. JMP Securities increased their price objective on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research report on Tuesday, September 23rd. Finally, DA Davidson boosted their target price on shares of CrowdStrike from $490.00 to $515.00 and gave the stock a “buy” rating in a research report on Thursday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $487.11.

CrowdStrike Trading Down 1.4%

Shares of CRWD stock opened at $489.88 on Friday. The firm has a fifty day moving average of $446.22 and a 200-day moving average of $439.56. The stock has a market cap of $122.94 billion, a price-to-earnings ratio of -411.66, a P/E/G ratio of 116.74 and a beta of 1.19. CrowdStrike has a 52-week low of $283.80 and a 52-week high of $517.98. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.10. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. During the same period in the previous year, the business earned $1.04 EPS. The firm’s revenue was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. On average, equities research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 20,000 shares of CrowdStrike stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total transaction of $10,000,000.00. Following the completion of the transaction, the president directly owned 379,116 shares of the company’s stock, valued at approximately $189,558,000. This trade represents a 5.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Sameer K. Gandhi sold 6,250 shares of the business’s stock in a transaction on Thursday, September 4th. The shares were sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the completion of the sale, the director owned 768,511 shares in the company, valued at $315,335,433.52. This represents a 0.81% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 132,816 shares of company stock worth $62,606,356 over the last three months. 3.32% of the stock is currently owned by insiders.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.