Thompson Davis & CO. Inc. Acquires 200 Shares of CrowdStrike $CRWD

Thompson Davis & CO. Inc. grew its stake in CrowdStrike (NASDAQ:CRWD) by 15.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,500 shares of the company’s stock after purchasing an additional 200 shares during the period. Thompson Davis & CO. Inc.’s holdings in CrowdStrike were worth $764,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its stake in shares of CrowdStrike by 44.9% in the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Edgestream Partners L.P. bought a new position in CrowdStrike during the 1st quarter valued at about $798,000. Dakota Wealth Management boosted its position in CrowdStrike by 527.2% in the first quarter. Dakota Wealth Management now owns 5,394 shares of the company’s stock valued at $1,902,000 after buying an additional 4,534 shares in the last quarter. Massachusetts Financial Services Co. MA acquired a new position in CrowdStrike in the first quarter valued at about $188,050,000. Finally, Whittier Trust Co. grew its stake in CrowdStrike by 3.5% during the first quarter. Whittier Trust Co. now owns 25,340 shares of the company’s stock worth $8,934,000 after buying an additional 868 shares during the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, 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 value of $2,564,500.00. Following the sale, the director directly owned 768,511 shares in the company, valued at $315,335,433.52. This trade represents a 0.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, President Michael Sentonas sold 20,000 shares of CrowdStrike stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total transaction of $10,000,000.00. Following the transaction, the president directly owned 379,116 shares in the company, valued at $189,558,000. The trade was a 5.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 116,622 shares of company stock worth $58,561,456. Corporate insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on CRWD shares. Morgan Stanley boosted their target price on CrowdStrike from $475.00 to $515.00 and gave the stock an “equal weight” rating in a report on Thursday. Oppenheimer increased their target price on CrowdStrike from $520.00 to $560.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Evercore ISI raised their target price on CrowdStrike from $405.00 to $430.00 in a research note on Thursday, September 18th. Needham & Company LLC upped their price target on shares of CrowdStrike from $475.00 to $535.00 and gave the stock a “buy” rating in a research report on Thursday, September 18th. Finally, The Goldman Sachs Group increased their price objective on shares of CrowdStrike from $492.00 to $535.00 and gave the stock a “buy” rating in a report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $513.49.

CrowdStrike Trading Down 1.4%

Shares of NASDAQ CRWD opened at $538.42 on Thursday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The firm has a market capitalization of $135.12 billion, a P/E ratio of -454.47, a P/E/G ratio of 130.83 and a beta of 1.16. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. The company’s 50 day simple moving average is $495.00 and its 200 day simple moving average is $470.25.

CrowdStrike (NASDAQ:CRWD) last issued 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 net margin of 6.84% and a negative return on equity of 1.53%. The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.15 billion. During the same quarter in the previous year, the company posted $1.04 EPS. The business’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. On average, analysts predict that CrowdStrike will post 0.55 EPS for the current year.

CrowdStrike Company 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.