Rothschild Investment LLC Buys 868 Shares of CrowdStrike $CRWD

Rothschild Investment LLC boosted its stake in shares of CrowdStrike (NASDAQ:CRWD) by 283.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,174 shares of the company’s stock after acquiring an additional 868 shares during the quarter. Rothschild Investment LLC’s holdings in CrowdStrike were worth $598,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in CrowdStrike by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock valued at $8,051,011,000 after purchasing an additional 908,554 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of CrowdStrike by 5.0% during the second quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after buying an additional 273,922 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of CrowdStrike by 52.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock worth $977,149,000 after buying an additional 955,529 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in shares of CrowdStrike by 39.9% in the first quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock valued at $939,747,000 after acquiring an additional 760,222 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of CrowdStrike by 16.4% in the 1st quarter. Invesco Ltd. now owns 2,506,418 shares of the company’s stock worth $883,713,000 after acquiring an additional 352,473 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Buying and Selling at CrowdStrike

In other news, Director Sameer K. Gandhi sold 6,250 shares of the 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 transaction, the director owned 768,511 shares of the company’s stock, valued at $315,335,433.52. This represents a 0.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, President Michael Sentonas sold 20,000 shares of CrowdStrike stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total value of $10,000,000.00. Following the sale, the president directly owned 379,116 shares of the company’s stock, valued at approximately $189,558,000. This trade represents a 5.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 116,622 shares of company stock valued at $58,561,456 in the last three months. Insiders own 3.32% of the company’s stock.

CrowdStrike Price Performance

Shares of CRWD stock opened at $513.67 on Wednesday. The firm has a market cap of $128.91 billion, a price-to-earnings ratio of -431.65, a PEG ratio of 124.49 and a beta of 1.16. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The stock has a 50-day moving average price of $503.58 and a 200 day moving average price of $473.25.

CrowdStrike (NASDAQ:CRWD) last released its earnings results 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 company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the prior year, the company posted $1.04 EPS. The company’s revenue 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. Research analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Rosenblatt Securities raised their price target on CrowdStrike from $550.00 to $630.00 and gave the company a “buy” rating in a report on Tuesday. Evercore ISI increased their target price on CrowdStrike from $405.00 to $430.00 in a report on Thursday, September 18th. Oppenheimer raised their target price on CrowdStrike from $520.00 to $560.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. KeyCorp upped their price target on shares of CrowdStrike from $495.00 to $510.00 and gave the stock an “overweight” rating in a research report on Thursday, September 18th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of CrowdStrike in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and a consensus price target of $535.60.

CrowdStrike 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.