400 Shares in CrowdStrike $CRWD Acquired by Avalon Capital Management

Avalon Capital Management bought a new position in shares of CrowdStrike (NASDAQ:CRWD) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 400 shares of the company’s stock, valued at approximately $204,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. boosted its position in 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 purchasing an additional 908,554 shares in the last quarter. Jennison Associates LLC lifted its position 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 boosted its holdings in shares of CrowdStrike by 52.6% in the 1st 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 in the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of CrowdStrike by 39.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock valued at $939,747,000 after buying an additional 760,222 shares in the last quarter. Finally, Invesco Ltd. grew its position in shares of CrowdStrike by 16.4% in the 1st quarter. Invesco Ltd. now owns 2,506,418 shares of the company’s stock worth $883,713,000 after buying an additional 352,473 shares during the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on CRWD shares. Evercore ISI increased their target price on shares of CrowdStrike from $405.00 to $430.00 in a research report on Thursday, September 18th. Piper Sandler decreased their price objective on CrowdStrike from $505.00 to $450.00 and set a “neutral” rating for the company in a report on Thursday, August 28th. DZ Bank downgraded CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 target price on the stock. in a research note on Wednesday, September 24th. Cantor Fitzgerald upped their target price on CrowdStrike from $475.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, September 18th. Finally, Robert W. Baird raised their price target on CrowdStrike from $460.00 to $490.00 and gave the stock a “neutral” rating in a report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $510.80.

CrowdStrike Stock Performance

Shares of CRWD opened at $557.53 on Tuesday. 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 stock has a 50-day moving average of $489.48 and a two-hundred day moving average of $468.79. The stock has a market cap of $139.92 billion, a P/E ratio of -468.51, a P/E/G ratio of 126.85 and a beta of 1.16. CrowdStrike has a one year low of $298.00 and a one year high of $558.98.

CrowdStrike (NASDAQ:CRWD) last announced 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 return on equity of 1.53% and a negative net margin of 6.84%.The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.15 billion. During the same period last year, the business posted $1.04 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In related news, Director Sameer K. Gandhi sold 5,000 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the completion of the transaction, the director directly owned 765,456 shares in the company, valued at $421,153,891.20. The trade was a 0.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO George Kurtz sold 6,975 shares of the company’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $549.89, for a total transaction of $3,835,482.75. Following the completion of the sale, the chief executive officer directly owned 2,108,082 shares in the company, valued at approximately $1,159,213,210.98. The trade was a 0.33% 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. Corporate insiders own 3.32% of the company’s stock.

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.