Haven Private LLC Invests $262,000 in CrowdStrike $CRWD

Haven Private LLC purchased a new position in CrowdStrike (NASDAQ:CRWD) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 515 shares of the company’s stock, valued at approximately $262,000.

Several other large investors have also recently modified their holdings of the stock. Draper Asset Management LLC increased its holdings in CrowdStrike by 59.1% in the 2nd quarter. Draper Asset Management LLC now owns 4,358 shares of the company’s stock worth $2,176,000 after buying an additional 1,619 shares in the last quarter. 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 in the last quarter. Drucker Wealth 3.0 LLC bought a new stake in CrowdStrike in the 2nd quarter worth about $397,000. 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 in the last quarter. Finally, Roman Butler Fullerton & Co. bought a new stake in CrowdStrike in the 2nd quarter worth about $1,169,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Insider Buying and Selling

In related news, CFO Burt W. Podbere sold 11,883 shares of the business’s stock in a transaction that occurred on Tuesday, August 5th. The stock was sold at an average price of $455.47, for a total transaction of $5,412,350.01. Following the completion of the transaction, the chief financial officer directly owned 231,130 shares in the company, valued at approximately $105,272,781.10. The trade was a 4.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, President Michael Sentonas sold 20,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the president directly owned 379,116 shares in the company, valued at approximately $189,558,000. This represents a 5.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 156,840 shares of company stock valued at $75,350,186. Insiders own 3.32% of the company’s stock.

CrowdStrike Trading Up 0.8%

Shares of NASDAQ:CRWD opened at $543.01 on Friday. The stock has a 50 day moving average of $475.45 and a 200 day moving average of $460.93. The company has a market cap of $136.27 billion, a PE ratio of -456.31, a price-to-earnings-growth ratio of 126.59 and a beta of 1.19. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. CrowdStrike has a 12-month low of $294.68 and a 12-month high of $553.64.

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. The company had revenue of $1.17 billion during 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%.The firm’s revenue 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, equities research analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Citigroup reiterated an “outperform” rating on shares of CrowdStrike in a report on Tuesday, September 23rd. Capital One Financial boosted their price target on CrowdStrike from $495.00 to $519.00 and gave the company an “overweight” rating in a research note on Thursday, September 18th. DZ Bank downgraded CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 price target for the company. in a research note on Wednesday, September 24th. New Street Research set a $460.00 price target on CrowdStrike in a research note on Thursday, August 28th. Finally, TD Cowen boosted their price target on CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a research note on Friday, October 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $505.78.

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.