CrowdStrike $CRWD Stake Increased by Aberdeen Group plc

Key Points

• Aberdeen Group plc increased its stake in CrowdStrike by 4.7% in Q2, holding 146,787 shares valued at approximately $74.76 million.
• CEO George Kurtz sold 17,830 shares at an average price of $494.53, reducing his ownership slightly, while other insiders also executed significant trades over recent months.
• CrowdStrike reported $1.17 billion in revenue for the last quarter, exceeding estimates, and anticipates quarterly earnings per share guidance of 0.930-0.95 for Q3 2026.

Aberdeen Group plc increased its stake in CrowdStrike (NASDAQ:CRWD - Free Report) by 4.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 146,787 shares of the company's stock after buying an additional 6,564 shares during the period. Aberdeen Group plc owned about 0.06% of CrowdStrike worth $74,760,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in CRWD. Brighton Jones LLC increased its stake in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company's stock valued at $2,670,000 after purchasing an additional 2,417 shares during the last quarter. GAMMA Investing LLC increased its stake in CrowdStrike by 43.6% during the first quarter. GAMMA Investing LLC now owns 3,082 shares of the company's stock valued at $1,087,000 after purchasing an additional 936 shares during the last quarter. CX Institutional bought a new stake in CrowdStrike during the first quarter valued at $175,000. Simon Quick Advisors LLC increased its stake in CrowdStrike by 20.0% during the first quarter. Simon Quick Advisors LLC now owns 1,630 shares of the company's stock valued at $575,000 after purchasing an additional 272 shares during the last quarter. Finally, Sapient Capital LLC bought a new stake in CrowdStrike during the first quarter valued at $204,000. Institutional investors own 71.16% of the company's stock.

CrowdStrike Stock Performance

Shares of CRWD opened at $493.66 on Friday. The company has a market cap of $123.89 billion, a price-to-earnings ratio of -414.84, a price-to-earnings-growth ratio of 116.00 and a beta of 1.19. The firm has a fifty day moving average of $450.04 and a 200-day moving average of $444.40. CrowdStrike has a 1 year low of $294.68 and a 1 year high of $517.98. 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 - Get Free Report) last posted its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.10. The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The company's quarterly revenue was up 21.4% compared to the same quarter last year. During the same quarter in the prior year, the company 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. As a group, equities analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO George Kurtz sold 17,830 shares of the company's stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $494.53, for a total value of $8,817,469.90. Following the completion of the sale, the chief executive officer owned 2,115,057 shares of the company's stock, valued at $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, President Michael Sentonas sold 10,000 shares of the business's stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $515.00, for a total transaction of $5,150,000.00. Following the completion of the sale, the president owned 354,116 shares in the company, valued at approximately $182,369,740. This trade represents a 2.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 157,816 shares of company stock valued at $75,331,356. Corporate insiders own 3.32% of the company's stock.

Wall Street Analysts Forecast Growth

CRWD has been the subject of several recent research reports. Morgan Stanley boosted their target price on shares of CrowdStrike from $460.00 to $475.00 and gave the company an "equal weight" rating in a research note on Thursday, September 18th. Wells Fargo & Company boosted their target price on shares of CrowdStrike from $550.00 to $600.00 and gave the company an "overweight" rating in a research note on Wednesday, October 1st. Westpark Capital reiterated a "hold" rating on shares of CrowdStrike in a research note on Thursday, August 28th. Macquarie boosted their target price on shares of CrowdStrike from $465.00 to $485.00 and gave the company a "neutral" rating in a research note on Friday, September 19th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of CrowdStrike from $430.00 to $435.00 and gave the company a "hold" rating in a report on Thursday, September 18th. One research 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. Based on data from MarketBeat, CrowdStrike currently has an average rating of "Moderate Buy" and a consensus price target of $493.33.

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.

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