Generali Asset Management SPA SGR Raises Stake in CrowdStrike $CRWD

Generali Asset Management SPA SGR lifted its position in CrowdStrike (NASDAQ:CRWD) by 36.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,374 shares of the company’s stock after acquiring an additional 2,514 shares during the quarter. Generali Asset Management SPA SGR’s holdings in CrowdStrike were worth $4,774,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Blue Trust Inc. grew its stake in shares of CrowdStrike by 20.4% during the first quarter. Blue Trust Inc. now owns 1,267 shares of the company’s stock worth $447,000 after acquiring an additional 215 shares during the last quarter. Bessemer Group Inc. increased its holdings in CrowdStrike by 4.6% in the 1st quarter. Bessemer Group Inc. now owns 2,221 shares of the company’s stock worth $783,000 after buying an additional 98 shares during the period. Geneos Wealth Management Inc. increased its holdings in CrowdStrike by 33.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock worth $8,483,000 after buying an additional 5,998 shares during the period. Drucker Wealth 3.0 LLC acquired a new position in CrowdStrike in the 2nd quarter worth approximately $397,000. Finally, Pegasus Asset Management Inc. increased its holdings in CrowdStrike by 3.4% in the 2nd quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock worth $1,238,000 after buying an additional 79 shares during the period. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike Stock Up 0.0%

Shares of CRWD opened at $489.02 on Thursday. CrowdStrike has a 52-week low of $294.68 and a 52-week high of $517.98. The company has a market capitalization of $122.72 billion, a PE ratio of -410.94, a price-to-earnings-growth ratio of 114.90 and a beta of 1.19. The stock has a fifty day simple moving average of $452.81 and a two-hundred day simple moving average of $446.60. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 last year, the company earned $1.04 EPS. The company’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. As a group, equities analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on CRWD. JMP Securities increased their price target on shares of CrowdStrike from $500.00 to $550.00 and gave the stock a “market outperform” rating in a report on Tuesday, September 23rd. TD Cowen upped their price objective on CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a research report on Friday, October 3rd. Stifel Nicolaus upped their price objective on CrowdStrike from $495.00 to $515.00 and gave the stock a “buy” rating in a research report on Thursday, September 18th. Macquarie upped their price objective on CrowdStrike from $465.00 to $485.00 and gave the stock a “neutral” rating in a research report on Friday, September 19th. Finally, Cfra restated a “hold” rating and issued a $555.00 price objective (up previously from $517.00) on shares of CrowdStrike in a research report on Thursday, July 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $494.02.

Insiders Place Their Bets

In other CrowdStrike news, Director Sameer K. Gandhi sold 6,250 shares of the firm’s stock in a transaction on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total value of $2,564,500.00. Following the completion of the sale, the director directly owned 768,511 shares of the company’s stock, 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 Securities & Exchange Commission, which is available through this hyperlink. Also, President Michael Sentonas sold 10,000 shares of the firm’s stock in a transaction on Friday, October 10th. The stock was sold at an average price of $515.00, for a total value of $5,150,000.00. Following the completion of the sale, the president directly owned 354,116 shares of the company’s stock, valued at $182,369,740. This trade represents a 2.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 155,743 shares of company stock worth $74,348,319. 3.32% of the stock is currently owned by company insiders.

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.