Gotham Asset Management LLC 購入了 1,426 股 CrowdStrike $CRWD
Gotham Asset Management LLC increased its stake in CrowdStrike (NASDAQ:CRWD) by 2.1%, acquiring an additional 1,426 shares, bringing its total to 68,292 shares valued at $24.08 million. Other institutional investors also made moves, with significant increases in their stakes. Insider trading included sales by directors, with a total of 188,164 shares sold in the last 90 days. CrowdStrike's stock opened at $412.46, with a market cap of $102.81 billion and a recent earnings report showing a positive EPS of $0.93, exceeding estimates.
Gotham Asset Management LLC increased its stake in CrowdStrike (NASDAQ:CRWD - Free Report) by 2.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,292 shares of the company's stock after buying an additional 1,426 shares during the period. Gotham Asset Management LLC's holdings in CrowdStrike were worth $24,078,000 at the end of the most recent reporting period.
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Other institutional investors also recently bought and sold shares of the company. Cloud Capital Management LLC bought a new position in CrowdStrike in the first quarter worth about $25,000. Atlantic Edge Private Wealth Management LLC raised its stake in CrowdStrike by 114.3% in 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 in the last quarter. Vision Financial Markets LLC bought a new position in CrowdStrike in the first quarter worth about $26,000. E Fund Management Hong Kong Co. Ltd. raised its stake in CrowdStrike by 305.3% in 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 in the last quarter. Finally, Neo Ivy Capital Management bought a new position in CrowdStrike in the first quarter worth about $30,000. 71.16% of the stock is owned by institutional investors.
Insider Activity at CrowdStrike
In related news, Director Johanna Flower sold 2,073 shares of the firm's stock in a transaction that occurred on Tuesday, July 15th. The shares were sold at an average price of $474.21, for a total transaction of $983,037.33. Following the completion of the sale, the director owned 81,383 shares of the company's stock, valued at $38,592,632.43. This trade represents a 2.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Roxanne S. Austin sold 9,447 shares of the firm's stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $512.65, for a total transaction of $4,843,004.55. Following the completion of the sale, the director owned 18,858 shares in the company, valued at $9,667,553.70. This represents a 33.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 188,164 shares of company stock valued at $88,876,050 over the last ninety days. Corporate insiders own 3.32% of the company's stock.
CrowdStrike Price Performance
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Shares of CRWD opened at $412.46 on Friday. The company has a market capitalization of $102.81 billion, a P/E ratio of -346.60, a price-to-earnings-growth ratio of 129.32 and a beta of 1.12. 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 has a 50 day moving average of $455.20 and a 200 day moving average of $426.63. CrowdStrike has a twelve month low of $242.25 and a twelve month high of $517.98.
CrowdStrike (NASDAQ:CRWD - Get Free Report) last announced its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share 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 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 firm's quarterly revenue was up 21.4% compared to the same quarter last year. During the same quarter last year, the firm earned $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 research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.
Analyst Ratings Changes
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CRWD has been the subject of a number of research reports. Oppenheimer reissued an "outperform" rating and issued a $520.00 price target on shares of CrowdStrike in a research note on Thursday, August 28th. Raymond James Financial reaffirmed an "outperform" rating and set a $485.00 target price (up previously from $390.00) on shares of CrowdStrike in a research note on Wednesday, June 4th. Macquarie reaffirmed a "neutral" rating and set a $465.00 target price on shares of CrowdStrike in a research note on Friday, August 29th. Rosenblatt Securities decreased their target price on shares of CrowdStrike from $515.00 to $490.00 and set a "buy" rating for the company in a research note on Thursday, August 28th. Finally, Cfra reaffirmed a "hold" rating and set a $555.00 target price (up previously from $517.00) on shares of CrowdStrike in a research note on Thursday, July 10th. One investment 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's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $460.10.
View Our Latest Report on CRWD
About CrowdStrike
(Free Report)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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