Brandywine Oak Private Wealth LLC Invests $236,000 in CrowdStrike $CRWD

Brandywine Oak Private Wealth LLC purchased a new position in shares of CrowdStrike (NASDAQ:CRWD) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 463 shares of the company’s stock, valued at approximately $236,000.

Several other hedge funds have also made changes to their positions in CRWD. Cloud Capital Management LLC acquired a new stake in shares of CrowdStrike during the first quarter worth about $25,000. Atlantic Edge Private Wealth Management LLC increased its stake in shares of CrowdStrike by 114.3% during the first quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company’s stock worth $26,000 after buying an additional 40 shares during the period. Vision Financial Markets LLC purchased a new stake in shares of CrowdStrike during the first quarter worth approximately $26,000. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of CrowdStrike by 305.3% during the first quarter. E Fund Management Hong Kong Co. Ltd. now owns 77 shares of the company’s stock worth $27,000 after buying an additional 58 shares during the period. Finally, Neo Ivy Capital Management purchased a new stake in shares of CrowdStrike during the first quarter worth approximately $30,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on CRWD shares. Scotiabank upgraded shares of CrowdStrike from a “sector perform” rating to a “sector outperform” rating and upped their target price for the stock from $440.00 to $600.00 in a research note on Thursday, September 25th. Stephens upped their target price on shares of CrowdStrike from $525.00 to $590.00 and gave the stock an “overweight” rating in a research note on Thursday. Capital One Financial upped their target price on shares of CrowdStrike from $495.00 to $519.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. Piper Sandler cut their target price on shares of CrowdStrike from $505.00 to $450.00 and set a “neutral” rating on the stock in a research note on Thursday, August 28th. Finally, Wells Fargo & Company upped their target price on shares of CrowdStrike from $550.00 to $600.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $493.33.

Insiders Place Their Bets

In other news, Director Sameer K. Gandhi sold 6,250 shares of the stock in a transaction that occurred 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 approximately $315,335,433.52. This represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Burt W. Podbere sold 10,706 shares of the stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $495.67, for a total value of $5,306,643.02. Following the completion of the sale, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at $109,257,564.08. The trade was a 4.63% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 132,816 shares of company stock valued at $62,606,356. 3.32% of the stock is owned by insiders.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $509.13 on Friday. The firm has a market capitalization of $127.77 billion, a P/E ratio of -427.84, a P/E/G ratio of 119.83 and a beta of 1.19. CrowdStrike has a 52 week low of $294.68 and a 52 week high of $517.98. 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 firm’s 50 day moving average is $449.10 and its two-hundred day moving average is $443.15.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results 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 analyst estimates of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The firm’s revenue was up 21.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.04 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Research analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.