Haven Private LLC Makes New $262,000 Investment in CrowdStrike $CRWD

Haven Private LLC purchased a new position in CrowdStrike (NASDAQ:CRWD) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 515 shares of the company’s stock, valued at approximately $262,000.

Several other hedge funds have also modified their holdings of CRWD. Cloud Capital Management LLC purchased a new stake in shares of CrowdStrike during the 1st quarter worth approximately $25,000. Atlantic Edge Private Wealth Management LLC raised its holdings in shares of CrowdStrike by 114.3% during the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company’s stock worth $26,000 after acquiring an additional 40 shares in the last quarter. Vision Financial Markets LLC purchased a new stake in shares of CrowdStrike during the 1st quarter worth approximately $26,000. AlphaQuest LLC purchased a new stake in shares of CrowdStrike during the 2nd quarter worth approximately $26,000. Finally, Neo Ivy Capital Management purchased a new stake in shares of CrowdStrike during the 1st quarter worth approximately $30,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Robert W. Baird upped their price objective on CrowdStrike from $460.00 to $490.00 and gave the stock a “neutral” rating in a report on Friday, September 19th. Macquarie upped their price objective on CrowdStrike from $465.00 to $485.00 and gave the stock a “neutral” rating in a report on Friday, September 19th. The Goldman Sachs Group increased their price target on CrowdStrike from $492.00 to $535.00 and gave the company a “buy” rating in a report on Friday, September 19th. TD Cowen increased their price target on CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a report on Friday, October 3rd. Finally, Cfra restated a “hold” rating and set a $555.00 price target (up previously from $517.00) on shares of CrowdStrike in a report on Thursday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $505.78.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $543.01 on Friday. The stock’s fifty day moving average is $475.45 and its 200 day moving average is $460.93. The firm has a market capitalization of $136.27 billion, a PE ratio of -456.31, a PEG ratio of 126.59 and a beta of 1.19. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. CrowdStrike has a fifty-two week low of $294.68 and a fifty-two week high of $553.64.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.83 by $0.10. The company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.CrowdStrike’s quarterly revenue was up 21.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.04 EPS. 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 anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In other CrowdStrike news, CFO Burt W. Podbere sold 11,883 shares of the company’s stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $455.47, for a total value of $5,412,350.01. Following the transaction, the chief financial officer owned 231,130 shares of the company’s stock, valued at $105,272,781.10. This represents a 4.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Sameer K. Gandhi sold 6,250 shares of the company’s 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 completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 156,840 shares of company stock worth $75,350,186. Insiders own 3.32% of the company’s stock.

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.