Siren L.L.C. Has $8.81 Million Stock Holdings in CrowdStrike $CRWD

Key Points

• Siren L.L.C. increased its holdings in CrowdStrike to $8.81 million by acquiring an additional 1,000 shares, bringing its total to 25,000 shares.
• Institutional investors own 71.16% of CrowdStrike's stock, with significant increases in holdings from companies like Nuveen LLC and GAMMA Investing LLC.
• CrowdStrike beat earnings expectations for the last quarter with an EPS of $0.93, reporting revenue of $1.17 billion, reflecting a 21.4% year-over-year increase.

Siren L.L.C. increased its holdings in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 4.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,000 shares of the company's stock after purchasing an additional 1,000 shares during the period. Siren L.L.C.'s holdings in CrowdStrike were worth $8,814,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Cloud Capital Management LLC bought a new position in shares of CrowdStrike during the 1st quarter valued at about $25,000. Vision Financial Markets LLC bought a new position in shares of CrowdStrike during the 1st quarter valued at about $26,000. Atlantic Edge Private Wealth Management LLC lifted its stake in CrowdStrike by 114.3% in the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company's stock valued at $26,000 after acquiring an additional 40 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its stake in CrowdStrike by 305.3% in the 1st quarter. E Fund Management Hong Kong Co. Ltd. now owns 77 shares of the company's stock valued at $27,000 after acquiring an additional 58 shares in the last quarter. Finally, Neo Ivy Capital Management bought a new stake in CrowdStrike in the 1st quarter valued at approximately $30,000. Institutional investors own 71.16% of the company's stock.

CrowdStrike Stock Up 0.6%

Shares of CrowdStrike stock traded up $2.72 on Friday, reaching $436.10. 2,762,125 shares of the company were exchanged, compared to its average volume of 3,188,054. CrowdStrike has a one year low of $256.00 and a one year high of $517.98. The company has a market capitalization of $109.44 billion, a price-to-earnings ratio of -366.47, a PEG ratio of 135.63 and a beta of 1.12. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. The company has a 50-day moving average of $445.98 and a 200 day moving average of $426.94.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.83 by $0.10. The company had revenue of $1.17 billion for 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 was up 21.4% compared to the same quarter last year. During the same quarter in the prior year, the business 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. On average, equities research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

CRWD has been the topic of several research reports. Macquarie restated a "neutral" rating and issued a $465.00 target price on shares of CrowdStrike in a research note on Friday, August 29th. Stephens boosted their target price on CrowdStrike from $450.00 to $540.00 and gave the company an "overweight" rating in a research note on Wednesday, June 4th. Cantor Fitzgerald restated an "overweight" rating and issued a $475.00 target price on shares of CrowdStrike in a research note on Tuesday, August 26th. The Goldman Sachs Group boosted their target price on CrowdStrike from $389.00 to $530.00 and gave the company a "buy" rating in a research note on Tuesday, June 10th. Finally, JMP Securities restated a "market outperform" rating and issued a $500.00 target price on shares of CrowdStrike in a research note on Wednesday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nineteen have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $460.10.

Insider Buying and Selling at CrowdStrike

In related news, Director Roxanne S. Austin sold 15,000 shares of the business's stock in a transaction that occurred on Wednesday, June 25th. The stock was sold at an average price of $497.67, for a total transaction of $7,465,050.00. Following the transaction, the director directly owned 18,858 shares of the company's stock, valued at approximately $9,385,060.86. The trade was a 44.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,527 shares of the business's stock in a transaction that occurred on Monday, June 23rd. The stock was sold at an average price of $471.20, for a total value of $5,431,522.40. Following the transaction, the president directly owned 410,677 shares in the company, valued at $193,511,002.40. The trade was a 2.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 143,734 shares of company stock worth $67,337,728 in the last three months. 3.32% of the stock is owned by insiders.

About CrowdStrike

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.