LVW Advisors LLC Grows Position in CrowdStrike $CRWD

LVW Advisors LLC grew its position in CrowdStrike (NASDAQ:CRWD) by 22.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 794 shares of the company’s stock after buying an additional 144 shares during the quarter. LVW Advisors LLC’s holdings in CrowdStrike were worth $404,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. Blue Trust Inc. increased its position in CrowdStrike by 20.4% during the 1st quarter. Blue Trust Inc. now owns 1,267 shares of the company’s stock worth $447,000 after purchasing an additional 215 shares in the last quarter. OLD National Bancorp IN purchased a new stake in CrowdStrike during the 1st quarter worth about $248,000. Bessemer Group Inc. increased its position in CrowdStrike by 4.6% during the 1st quarter. Bessemer Group Inc. now owns 2,221 shares of the company’s stock worth $783,000 after purchasing an additional 98 shares in the last quarter. Geneos Wealth Management Inc. increased its position in CrowdStrike by 33.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock worth $8,483,000 after purchasing an additional 5,998 shares in the last quarter. Finally, Benchmark Investment Advisors LLC increased its position in CrowdStrike by 90.8% during the 1st quarter. Benchmark Investment Advisors LLC now owns 10,248 shares of the company’s stock worth $3,613,000 after purchasing an additional 4,877 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on CRWD shares. DZ Bank lowered CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price target on the stock. in a research note on Wednesday. Stephens raised their price target on CrowdStrike from $510.00 to $525.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. Cfra reaffirmed a “hold” rating and issued a $555.00 price objective (up from $517.00) on shares of CrowdStrike in a research note on Thursday, July 10th. JMP Securities lifted their price objective on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research note on Tuesday, September 23rd. Finally, Scotiabank raised CrowdStrike from a “sector perform” rating to a “sector outperform” rating and lifted their price objective for the company from $440.00 to $600.00 in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $483.79.

CrowdStrike Stock Performance

CrowdStrike stock opened at $481.42 on Friday. The stock’s 50 day moving average price is $443.79 and its 200 day moving average price is $435.31. The firm has a market capitalization of $120.81 billion, a PE ratio of -404.55, a price-to-earnings-growth ratio of 113.13 and a beta of 1.12. 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 one year low of $272.67 and a one year high of $517.98.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, topping the consensus estimate of $0.83 by $0.10. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.CrowdStrike’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same period in the previous 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. As a group, sell-side analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling

In other news, President Michael Sentonas sold 11,561 shares of the business’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $495.69, for a total value of $5,730,672.09. Following the completion of the sale, the president directly owned 399,116 shares in the company, valued at approximately $197,837,810.04. The trade was a 2.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Sameer K. Gandhi sold 6,250 shares of the business’s stock in a transaction that occurred on Thursday, July 3rd. The shares were sold at an average price of $512.43, for a total value of $3,202,687.50. Following the completion of the sale, the director owned 781,011 shares of the company’s stock, valued at $400,213,466.73. This trade represents a 0.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 129,066 shares of company stock worth $60,934,078 over the last 90 days. 3.32% of the stock is currently owned by corporate 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.