Rothschild Investment LLC Purchases 868 Shares of CrowdStrike $CRWD

Rothschild Investment LLC lifted its position in shares of CrowdStrike (NASDAQ:CRWD) by 283.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,174 shares of the company’s stock after purchasing an additional 868 shares during the quarter. Rothschild Investment LLC’s holdings in CrowdStrike were worth $598,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in CRWD. Advyzon Investment Management LLC raised its holdings in shares of CrowdStrike by 142.9% during the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after acquiring an additional 533 shares during the period. Draper Asset Management LLC boosted its stake in CrowdStrike by 59.1% in the 2nd quarter. Draper Asset Management LLC now owns 4,358 shares of the company’s stock worth $2,176,000 after purchasing an additional 1,619 shares during the period. Geneos Wealth Management Inc. increased its holdings in CrowdStrike by 33.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock worth $8,483,000 after purchasing an additional 5,998 shares in the last quarter. Drucker Wealth 3.0 LLC bought a new position in CrowdStrike during the 2nd quarter worth about $397,000. Finally, Pegasus Asset Management Inc. raised its stake in shares of CrowdStrike by 3.4% in the 2nd quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock valued at $1,238,000 after purchasing an additional 79 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Activity

In other news, CFO Burt W. Podbere sold 10,706 shares of the business’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 220,424 shares in the company, valued at $109,257,564.08. The trade was a 4.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Sameer K. Gandhi sold 6,250 shares of the company’s stock in a transaction dated 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 directly owned 768,511 shares in the company, valued at approximately $315,335,433.52. The trade was a 0.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 116,622 shares of company stock worth $58,561,456. Insiders own 3.32% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Needham & Company LLC upped their price objective on CrowdStrike from $475.00 to $535.00 and gave the stock a “buy” rating in a research report on Thursday, September 18th. Deutsche Bank Aktiengesellschaft boosted their target price on CrowdStrike from $430.00 to $435.00 and gave the company a “hold” rating in a research note on Thursday, September 18th. Cantor Fitzgerald upped their price target on CrowdStrike from $500.00 to $590.00 and gave the stock an “overweight” rating in a research report on Monday. Piper Sandler lowered their price objective on shares of CrowdStrike from $505.00 to $450.00 and set a “neutral” rating on the stock in a report on Thursday, August 28th. Finally, Robert W. Baird boosted their price objective on shares of CrowdStrike from $490.00 to $550.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and a consensus target price of $535.60.

CrowdStrike Trading Down 3.0%

Shares of CrowdStrike stock opened at $513.67 on Wednesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The stock has a market cap of $128.91 billion, a P/E ratio of -431.65, a P/E/G ratio of 124.49 and a beta of 1.16. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The business’s 50 day moving average is $503.58 and its 200-day moving average is $473.25.

CrowdStrike (NASDAQ:CRWD) last released 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. The business 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%. The firm’s revenue was up 21.4% on a year-over-year basis. During the same period last year, the business earned $1.04 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Equities research 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.