CrowdStrike $CRWD Shares Acquired by Aire Advisors LLC

Aire Advisors LLC raised its holdings in CrowdStrike (NASDAQ:CRWD) by 10.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,930 shares of the company’s stock after buying an additional 181 shares during the period. Aire Advisors LLC’s holdings in CrowdStrike were worth $983,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Patron Partners LLC lifted its position in CrowdStrike by 2.1% in 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 period. Real Talk Capital LLC lifted its position in CrowdStrike by 0.9% in the first quarter. Real Talk Capital LLC now owns 2,732 shares of the company’s stock valued at $963,000 after purchasing an additional 24 shares during the period. Tradewinds Capital Management LLC lifted its position in shares of CrowdStrike by 20.8% during the 1st quarter. Tradewinds Capital Management LLC now owns 145 shares of the company’s stock valued at $51,000 after acquiring an additional 25 shares during the period. Close Asset Management Ltd lifted its position in shares of CrowdStrike by 23.8% during the 1st quarter. Close Asset Management Ltd now owns 130 shares of the company’s stock valued at $46,000 after acquiring an additional 25 shares during the period. Finally, Ramirez Asset Management Inc. lifted its position in shares of CrowdStrike by 5.9% during the 1st quarter. Ramirez Asset Management Inc. now owns 450 shares of the company’s stock valued at $159,000 after acquiring an additional 25 shares during the period. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 6,250 shares of CrowdStrike stock in a transaction that occurred on Thursday, September 4th. The shares were sold at an average price of $410.32, for a total value of $2,564,500.00. Following the completion of the sale, the director directly owned 768,511 shares of the company’s stock, valued at approximately $315,335,433.52. The trade was a 0.81% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 10,706 shares of the business’s stock in a transaction on Monday, September 22nd. The shares were sold at an average price of $495.67, for a total transaction of $5,306,643.02. Following the sale, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at $109,257,564.08. This represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 155,743 shares of company stock worth $74,348,319 in the last three months. 3.32% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

CRWD has been the subject of a number of research reports. Zacks Research upgraded shares of CrowdStrike from a “hold” rating to a “strong-buy” rating in a research report on Friday, August 29th. Mizuho lifted their price target on shares of CrowdStrike from $430.00 to $450.00 and gave the company a “neutral” rating in a research report on Wednesday, September 17th. Citigroup reiterated an “outperform” rating on shares of CrowdStrike in a research report on Tuesday, September 23rd. New Street Research set a $460.00 price target on shares of CrowdStrike in a research report on Thursday, August 28th. Finally, BMO Capital Markets lifted their price target on shares of CrowdStrike from $450.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $494.02.

CrowdStrike Trading Up 0.0%

Shares of CrowdStrike stock opened at $489.02 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. CrowdStrike has a 1 year low of $294.68 and a 1 year high of $517.98. The company has a market capitalization of $122.72 billion, a P/E ratio of -410.94, a P/E/G ratio of 114.90 and a beta of 1.19. The business has a 50 day moving average price of $452.81 and a 200 day moving average price of $446.60.

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

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.