CrowdStrike $CRWD Shares Sold by Alpine Woods Capital Investors LLC

Alpine Woods Capital Investors LLC cut its position in CrowdStrike (NASDAQ:CRWD) by 11.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,497 shares of the company’s stock after selling 195 shares during the period. Alpine Woods Capital Investors LLC’s holdings in CrowdStrike were worth $762,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Blue Trust Inc. boosted its stake in shares of CrowdStrike by 20.4% in the first quarter. Blue Trust Inc. now owns 1,267 shares of the company’s stock worth $447,000 after acquiring an additional 215 shares during the last quarter. Bessemer Group Inc. boosted its stake in shares of CrowdStrike by 4.6% in the first quarter. Bessemer Group Inc. now owns 2,221 shares of the company’s stock worth $783,000 after acquiring an additional 98 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of CrowdStrike by 33.2% in the first quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock worth $8,483,000 after acquiring an additional 5,998 shares during the last quarter. Pegasus Asset Management Inc. boosted its stake in CrowdStrike by 3.4% during the second quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock worth $1,238,000 after buying an additional 79 shares during the last quarter. Finally, Drucker Wealth 3.0 LLC acquired a new position in CrowdStrike during the second quarter worth $397,000. 71.16% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have weighed in on CRWD shares. Scotiabank raised CrowdStrike from a “sector perform” rating to a “sector outperform” rating and boosted their price objective for the stock from $440.00 to $600.00 in a research note on Thursday, September 25th. The Goldman Sachs Group boosted their price objective on CrowdStrike from $492.00 to $535.00 and gave the company a “buy” rating in a report on Friday, September 19th. Canaccord Genuity Group boosted their price objective on CrowdStrike from $430.00 to $500.00 and gave the company a “hold” rating in a report on Monday, September 22nd. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a report on Thursday, September 18th. Finally, Cantor Fitzgerald upped their price target on CrowdStrike from $475.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $494.02.

CrowdStrike Trading Up 3.0%

CRWD opened at $508.61 on Tuesday. CrowdStrike has a one year low of $294.68 and a one year high of $517.98. The company has a market cap of $127.64 billion, a P/E ratio of -427.40, a PEG ratio of 116.01 and a beta of 1.19. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. The business’s 50-day simple moving average is $451.12 and its 200-day simple moving average is $446.01.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.83 by $0.10. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The business’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $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. As a group, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Transactions at CrowdStrike

In related news, CAO Anurag Saha sold 1,762 shares of the company’s 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 completion of the sale, the chief accounting officer directly owned 37,255 shares of the company’s stock, valued at $17,972,184.55. This represents a 4.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Burt W. Podbere sold 10,706 shares of the company’s stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $495.67, for a total value of $5,306,643.02. Following the completion of the sale, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at approximately $109,257,564.08. This trade represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 155,743 shares of company stock worth $74,348,319. Insiders own 3.32% of the company’s stock.

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.