Sage Mountain Advisors LLC Has $553,000 Stake in CrowdStrike $CRWD

Sage Mountain Advisors LLC increased its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 27.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,086 shares of the company’s stock after buying an additional 235 shares during the period. Sage Mountain Advisors LLC’s holdings in CrowdStrike were worth $553,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CRWD. AlphaQuest LLC bought a new stake in shares of CrowdStrike during the 2nd quarter valued at $26,000. MN Wealth Advisors LLC bought a new position in shares of CrowdStrike in the 2nd quarter worth $262,000. West Michigan Advisors LLC acquired a new stake in shares of CrowdStrike during the second quarter worth $355,000. First Business Financial Services Inc. bought a new stake in CrowdStrike in the second quarter valued at about $203,000. Finally, Moloney Securities Asset Management LLC increased its holdings in CrowdStrike by 153.5% in the second quarter. Moloney Securities Asset Management LLC now owns 2,449 shares of the company’s stock valued at $1,247,000 after purchasing an additional 1,483 shares during the last quarter. 71.16% of the stock is owned by institutional investors.

CrowdStrike Stock Performance

Shares of CRWD opened at $527.32 on Friday. 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 has a twelve month low of $294.68 and a twelve month high of $535.52. The firm’s 50 day moving average price is $463.35 and its two-hundred day moving average price is $455.22. The firm has a market cap of $132.34 billion, a P/E ratio of -443.12, a PEG ratio of 123.91 and a beta of 1.19.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping 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 company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same quarter in the prior year, the firm earned $1.04 earnings per share. The firm’s revenue was up 21.4% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. On average, analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently issued reports on CRWD. Weiss Ratings restated a “sell (d)” rating on shares of CrowdStrike in a research report on Friday. The Goldman Sachs Group increased their price target on shares of CrowdStrike from $492.00 to $535.00 and gave the company a “buy” rating in a research report on Friday, September 19th. Daiwa Capital Markets boosted their price objective on shares of CrowdStrike from $475.00 to $530.00 and gave the company an “outperform” rating in a report on Wednesday, September 24th. Wedbush reaffirmed a “buy” rating on shares of CrowdStrike in a research note on Thursday, August 28th. Finally, TD Cowen increased their target price on shares of CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a report on Friday, October 3rd. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and an average price target of $496.47.

Insider Buying and Selling

In other news, CEO George Kurtz sold 17,830 shares of the company’s stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $494.53, for a total transaction of $8,817,469.90. Following the completion of the transaction, the chief executive officer directly owned 2,115,057 shares of the company’s stock, valued at $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Anurag Saha sold 1,762 shares of the stock in a transaction dated Wednesday, September 24th. The stock was sold at an average price of $482.41, for a total value of $850,006.42. Following the transaction, the chief accounting officer owned 37,255 shares of the company’s stock, valued at approximately $17,972,184.55. The trade was a 4.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 158,090 shares of company stock valued at $75,500,649. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Company 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.