CrowdStrike $CRWD Stock Position Lifted by CAP Partners LLC

CAP Partners LLC lifted its holdings in CrowdStrike (NASDAQ:CRWD) by 12.8% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,649 shares of the company’s stock after purchasing an additional 187 shares during the quarter. CAP Partners LLC’s holdings in CrowdStrike were worth $840,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of CRWD. Brighton Jones LLC grew its stake in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares in the last quarter. GAMMA Investing LLC boosted its stake in CrowdStrike by 43.6% during the first quarter. GAMMA Investing LLC now owns 3,082 shares of the company’s stock valued at $1,087,000 after buying an additional 936 shares in the last quarter. Moran Wealth Management LLC bought a new position in CrowdStrike during the first quarter valued at about $289,000. Global Assets Advisory LLC bought a new position in CrowdStrike during the first quarter valued at about $272,000. Finally, Golden State Equity Partners boosted its stake in CrowdStrike by 3.5% during the first quarter. Golden State Equity Partners now owns 1,677 shares of the company’s stock valued at $591,000 after buying an additional 56 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

Insider Activity

In other CrowdStrike news, Director Johanna Flower sold 2,347 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $490.98, for a total transaction of $1,152,330.06. Following the completion of the sale, the director directly owned 79,057 shares in the company, valued at approximately $38,815,405.86. This trade represents a 2.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Burt W. Podbere sold 10,706 shares of the firm’s stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $495.67, for a total value of $5,306,643.02. Following the sale, the chief financial officer owned 220,424 shares of the company’s stock, valued at $109,257,564.08. The trade was a 4.63% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 158,090 shares of company stock worth $75,500,649. Corporate insiders own 3.32% of the company’s stock.

Wall Street Analyst Weigh In

CRWD has been the subject of several research reports. Capital One Financial raised their target price on CrowdStrike from $495.00 to $519.00 and gave the company an “overweight” rating in a research note on Thursday, September 18th. BMO Capital Markets raised their target price on CrowdStrike from $450.00 to $500.00 and gave the company an “outperform” rating in a research note on Thursday, September 18th. Piper Sandler decreased their target price on CrowdStrike from $505.00 to $450.00 and set a “neutral” rating for the company in a research note on Thursday, August 28th. Daiwa Capital Markets raised their target price on CrowdStrike from $475.00 to $530.00 and gave the company an “outperform” rating in a research note on Wednesday, September 24th. Finally, Cfra reaffirmed a “hold” rating and set a $555.00 target price (up previously from $517.00) on shares of CrowdStrike in a research note on Thursday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and a consensus target price of $496.47.

CrowdStrike Trading Up 4.4%

Shares of NASDAQ CRWD opened at $521.98 on Friday. CrowdStrike has a 12 month low of $294.68 and a 12 month high of $522.43. The company has a market cap of $131.00 billion, a price-to-earnings ratio of -438.63, a P/E/G ratio of 117.52 and a beta of 1.19. 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 has a fifty day simple moving average of $461.36 and a 200-day simple moving average of $452.92.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating 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 business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the prior year, the business posted $1.04 earnings per share. CrowdStrike’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. Sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

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.