417 Shares in CrowdStrike $CRWD Bought by Southeast Asset Advisors LLC

Southeast Asset Advisors LLC purchased a new stake in CrowdStrike (NASDAQ:CRWD) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 417 shares of the company’s stock, valued at approximately $212,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Patron Partners LLC increased its stake in CrowdStrike by 2.1% in the second quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after acquiring an additional 22 shares during the period. Real Talk Capital LLC boosted its holdings in CrowdStrike by 0.9% during the first quarter. Real Talk Capital LLC now owns 2,732 shares of the company’s stock valued at $963,000 after purchasing an additional 24 shares in the last quarter. Ramirez Asset Management Inc. grew its stake in shares of CrowdStrike by 5.9% in the 1st quarter. Ramirez Asset Management Inc. now owns 450 shares of the company’s stock valued at $159,000 after purchasing an additional 25 shares during the period. Cladis Investment Advisory LLC raised its holdings in shares of CrowdStrike by 1.5% in the 1st quarter. Cladis Investment Advisory LLC now owns 1,683 shares of the company’s stock worth $593,000 after buying an additional 25 shares in the last quarter. Finally, Eagle Wealth Strategies LLC raised its holdings in shares of CrowdStrike by 4.1% in the 2nd quarter. Eagle Wealth Strategies LLC now owns 630 shares of the company’s stock worth $321,000 after buying an additional 25 shares in the last quarter. 71.16% of the stock is owned by institutional investors.

Insider Activity

In other CrowdStrike news, Director Sameer K. Gandhi sold 6,250 shares of the stock in a transaction 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 approximately $315,335,433.52. This trade represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Burt W. Podbere sold 10,706 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at $109,257,564.08. This trade represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 116,622 shares of company stock worth $58,561,456 over the last quarter. 3.32% of the stock is owned by insiders.

CrowdStrike Stock Down 2.1%

Shares of NASDAQ:CRWD opened at $496.06 on Tuesday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a 50 day moving average of $509.19 and a 200-day moving average of $475.23. 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 stock has a market cap of $124.49 billion, a price-to-earnings ratio of -418.23, a P/E/G ratio of 115.30 and a beta of 1.16.

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, beating analysts’ consensus estimates 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 firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.15 billion. During the same period last year, the firm earned $1.04 earnings per share. The business’s revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. On average, sell-side analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

Analysts Set New Price Targets

CRWD has been the topic of several recent analyst reports. Jefferies Financial Group boosted their price target on CrowdStrike from $515.00 to $600.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Evercore ISI lifted their price objective on CrowdStrike from $405.00 to $430.00 in a report on Thursday, September 18th. Truist Financial upped their price objective on shares of CrowdStrike from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Tuesday, November 18th. UBS Group dropped their price objective on shares of CrowdStrike from $545.00 to $500.00 and set a “buy” rating for the company in a report on Thursday, August 28th. Finally, JMP Securities lifted their price target on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a report on Tuesday, September 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $539.38.

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.