Atlanta Consulting Group Advisors LLC Purchases New Holdings in CrowdStrike $CRWD

Atlanta Consulting Group Advisors LLC acquired a new stake in CrowdStrike (NASDAQ:CRWD) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 496 shares of the company’s stock, valued at approximately $253,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CRWD. Vanguard Group Inc. raised its holdings in shares of CrowdStrike by 4.1% in the first quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock worth $8,051,011,000 after acquiring an additional 908,554 shares during the last quarter. Jennison Associates LLC raised its holdings in shares of CrowdStrike by 21.1% in the 1st quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock worth $2,314,785,000 after purchasing an additional 1,144,295 shares during the period. Geode Capital Management LLC increased its position in shares of CrowdStrike by 5.0% in the second quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after acquiring an additional 273,922 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of CrowdStrike by 52.6% in 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 during the period. Finally, Goldman Sachs Group Inc. raised its stake in shares of CrowdStrike by 39.9% during the first quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock valued at $939,747,000 after purchasing an additional 760,222 shares during the period. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CRWD has been the subject of several research analyst reports. Stifel Nicolaus boosted their target price on shares of CrowdStrike from $495.00 to $515.00 and gave the stock a “buy” rating in a research report on Thursday, September 18th. TD Cowen raised their price objective on shares of CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a research note on Friday, October 3rd. Needham & Company LLC upped their price target on CrowdStrike from $475.00 to $535.00 and gave the company a “buy” rating in a report on Thursday, September 18th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CrowdStrike from $430.00 to $435.00 and gave the stock a “hold” rating in a research report on Thursday, September 18th. Finally, Citigroup restated an “outperform” rating on shares of CrowdStrike in a report on Tuesday, September 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $512.60.

CrowdStrike Stock Down 2.0%

CRWD opened at $545.86 on Thursday. The firm’s 50-day simple moving average is $495.00 and its 200-day simple moving average is $470.25. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The firm has a market cap of $136.99 billion, a price-to-earnings ratio of -458.70, a PEG ratio of 130.83 and a beta of 1.16. 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 (NASDAQ:CRWD) last released its 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 during the quarter, compared to analysts’ expectations of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The business’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same period last year, the firm earned $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. Equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Buying and Selling at CrowdStrike

In related news, CFO Burt W. Podbere sold 10,706 shares of the company’s stock in a transaction dated 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 transaction, the chief financial officer owned 220,424 shares in the company, valued at approximately $109,257,564.08. This represents a 4.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, President Michael Sentonas sold 20,000 shares of the business’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $500.00, for a total value of $10,000,000.00. Following the completion of the sale, the president owned 379,116 shares of the company’s stock, valued at $189,558,000. This trade represents a 5.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 116,622 shares of company stock worth $58,561,456 in the last three months. 3.32% of the stock is currently owned by company insiders.

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.