CrowdStrike $CRWD Shares Purchased by Circle Wealth Management LLC

Circle Wealth Management LLC boosted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 10.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 15,378 shares of the company’s stock after purchasing an additional 1,469 shares during the period. Circle Wealth Management LLC’s holdings in CrowdStrike were worth $5,422,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in CRWD. Vanguard Group Inc. increased its position in CrowdStrike by 4.1% in the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock valued at $8,051,011,000 after acquiring an additional 908,554 shares during the period. Jennison Associates LLC lifted its position in CrowdStrike by 21.1% during the 1st quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock worth $2,314,785,000 after acquiring an additional 1,144,295 shares during the period. Goldman Sachs Group Inc. grew its stake 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 purchasing an additional 760,222 shares during the last quarter. Invesco Ltd. increased its holdings in shares of CrowdStrike by 16.4% in the first quarter. Invesco Ltd. now owns 2,506,418 shares of the company’s stock valued at $883,713,000 after purchasing an additional 352,473 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its stake in shares of CrowdStrike by 23.0% during the first quarter. Price T Rowe Associates Inc. MD now owns 2,383,943 shares of the company’s stock worth $840,532,000 after purchasing an additional 445,612 shares during the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Stock Down 1.2%

CRWD stock opened at $414.06 on Friday. The company has a current ratio of 1.85, a quick ratio of 1.85 and a debt-to-equity ratio of 0.21. The company’s 50-day moving average price is $468.54 and its 200 day moving average price is $427.40. CrowdStrike has a 52 week low of $242.25 and a 52 week high of $517.98. The company has a market cap of $103.20 billion, a P/E ratio of -600.09 and a beta of 1.13.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, June 3rd. The company reported $0.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.07. The company had revenue of $1.10 billion during the quarter, compared to analysts’ expectations of $1.11 billion. CrowdStrike had a negative net margin of 4.17% and a positive return on equity of 0.43%. The firm’s quarterly revenue was up 19.8% compared to the same quarter last year. During the same period last year, the company posted $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.440-3.560 EPS. Q2 2026 guidance at 0.820-0.840 EPS. On average, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In related news, CFO Burt W. Podbere sold 11,883 shares of the stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total value of $5,412,350.01. Following the sale, the chief financial officer directly owned 231,130 shares of the company’s stock, valued at approximately $105,272,781.10. This represents a 4.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Denis Oleary sold 15,680 shares of CrowdStrike stock in a transaction dated Monday, June 9th. The stock was sold at an average price of $468.93, for a total transaction of $7,352,822.40. Following the transaction, the director owned 36,906 shares of the company’s stock, valued at approximately $17,306,330.58. The trade was a 29.82% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 214,414 shares of company stock valued at $101,484,738 in the last 90 days. Insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on CRWD. Truist Financial reiterated a “buy” rating and issued a $500.00 price objective (up from $450.00) on shares of CrowdStrike in a research report on Wednesday, June 4th. Bank of America reaffirmed a “neutral” rating and issued a $470.00 target price (up previously from $420.00) on shares of CrowdStrike in a report on Wednesday, June 4th. DZ Bank cut shares of CrowdStrike from a “strong-buy” rating to a “strong sell” rating and set a $370.00 price target for the company. in a report on Thursday, May 22nd. BTIG Research restated a “buy” rating on shares of CrowdStrike in a research report on Thursday, May 22nd. Finally, Cantor Fitzgerald boosted their target price on CrowdStrike from $440.00 to $475.00 and gave the stock an “overweight” rating in a research report on Friday, May 30th. Twenty-six equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $460.81.

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.