Chelsea Counsel Co. Purchases Shares of 100 CrowdStrike $CRWD

Chelsea Counsel Co. acquired a new stake in shares of CrowdStrike (NASDAQ:CRWD) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 100 shares of the company’s stock, valued at approximately $51,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Nuveen LLC bought a new position in CrowdStrike in the first quarter worth about $595,766,000. Jennison Associates LLC grew its holdings in shares of CrowdStrike by 21.1% during the first quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock valued at $2,314,785,000 after buying an additional 1,144,295 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of CrowdStrike by 52.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock valued at $977,149,000 after buying an additional 955,529 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of CrowdStrike by 4.1% during the first quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock valued at $8,051,011,000 after buying an additional 908,554 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in CrowdStrike by 39.9% in the first quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock worth $939,747,000 after purchasing an additional 760,222 shares during the last quarter. 71.16% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently issued reports on CRWD. Deutsche Bank Aktiengesellschaft raised their target price on shares of CrowdStrike from $430.00 to $435.00 and gave the stock a “hold” rating in a report on Thursday, September 18th. Bank of America restated a “neutral” rating and set a $470.00 target price (up previously from $420.00) on shares of CrowdStrike in a research note on Wednesday, June 4th. Barclays boosted their price target on shares of CrowdStrike from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. Truist Financial boosted their price target on shares of CrowdStrike from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Thursday, September 18th. Finally, UBS Group reduced their target price on shares of CrowdStrike from $545.00 to $500.00 and set a “buy” rating on the stock in a report on Thursday, August 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $483.79.

Insider Activity at CrowdStrike

In related news, CAO Anurag Saha sold 1,762 shares of the stock in a transaction that occurred on Wednesday, September 24th. The shares were sold at an average price of $482.41, for a total transaction of $850,006.42. Following the completion of the sale, the chief accounting officer owned 37,255 shares of the company’s stock, valued at $17,972,184.55. This represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Sameer K. Gandhi sold 6,250 shares of the stock in a transaction that occurred 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 sale, the director directly owned 768,511 shares of the company’s stock, valued at $315,335,433.52. The trade was a 0.81% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 119,066 shares of company stock valued at $55,809,043 over the last three months. Company insiders own 3.32% of the company’s stock.

CrowdStrike Price Performance

Shares of CRWD opened at $490.38 on Wednesday. The company has a 50 day moving average price of $444.31 and a 200-day moving average price of $437.34. CrowdStrike has a fifty-two week low of $272.67 and a fifty-two week high of $517.98. The stock has a market capitalization of $123.06 billion, a PE ratio of -412.08, a PEG ratio of 114.78 and a beta of 1.12. 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 announced its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share 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 firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.15 billion. During the same quarter in the prior year, the company earned $1.04 EPS. The company’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. Equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

About CrowdStrike

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.