AG2R LA Mondiale Gestion D Actifs Makes New Investment in CrowdStrike $CRWD

Key Points

• AG2R LA Mondiale Gestion D Actifs has made a significant investment in CrowdStrike by purchasing 9,248 shares valued at approximately $3.26 million during the first quarter of the year.
• Institutional investors own 71.16% of CrowdStrike's stock, with Swedbank AB increasing its position by 156.9% during the same period.
• According to recent analyst evaluations, CrowdStrike received a consensus rating of “Moderate Buy” with a price target averaging around $460.10.

AG2R LA Mondiale Gestion D Actifs purchased a new position in CrowdStrike (NASDAQ:CRWD - Free Report) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 9,248 shares of the company's stock, valued at approximately $3,261,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Swedbank AB raised its position in CrowdStrike by 156.9% in the first quarter. Swedbank AB now owns 216,904 shares of the company's stock worth $76,476,000 after acquiring an additional 132,463 shares in the last quarter. Real Talk Capital LLC increased its stake in CrowdStrike by 0.9% in the 1st quarter. Real Talk Capital LLC now owns 2,732 shares of the company's stock worth $963,000 after purchasing an additional 24 shares in the last quarter. Peterson Wealth Management increased its stake in CrowdStrike by 326.7% in the 1st quarter. Peterson Wealth Management now owns 2,714 shares of the company's stock worth $957,000 after purchasing an additional 2,078 shares in the last quarter. Compass Financial Services Inc increased its stake in CrowdStrike by 36.2% in the 1st quarter. Compass Financial Services Inc now owns 192 shares of the company's stock worth $68,000 after purchasing an additional 51 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in CrowdStrike in the 1st quarter worth about $246,000. 71.16% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on CRWD. Barclays set a $500.00 price target on CrowdStrike in a research note on Tuesday, June 3rd. Guggenheim reissued a "neutral" rating on shares of CrowdStrike in a research note on Thursday, August 28th. UBS Group dropped their price target on CrowdStrike from $545.00 to $500.00 and set a "buy" rating on the stock in a research note on Thursday, August 28th. Jefferies Financial Group dropped their price target on CrowdStrike from $530.00 to $500.00 and set a "buy" rating on the stock in a research note on Thursday, August 28th. Finally, The Goldman Sachs Group lifted their price target on CrowdStrike from $389.00 to $530.00 and gave the stock a "buy" rating in a research note on Tuesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nineteen have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $460.10.

Insiders Place Their Bets

In related news, Director Johanna Flower sold 2,073 shares of the business's stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $474.21, for a total value of $983,037.33. Following the completion of the sale, the director owned 81,383 shares of the company's stock, valued at approximately $38,592,632.43. The trade was a 2.48% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Burt W. Podbere sold 11,883 shares of the business's stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total value of $5,412,350.01. Following the completion of the sale, the chief financial officer directly owned 231,130 shares of the company's stock, valued at approximately $105,272,781.10. The trade was a 4.89% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 143,734 shares of company stock worth $67,337,728 in the last quarter. Corporate insiders own 3.32% of the company's stock.

CrowdStrike Trading Up 0.6%

NASDAQ:CRWD opened at $436.10 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. CrowdStrike has a fifty-two week low of $256.00 and a fifty-two week high of $517.98. The stock's 50-day moving average is $445.98 and its two-hundred day moving average is $426.94. The stock has a market cap of $109.44 billion, a PE ratio of -366.47, a price-to-earnings-growth ratio of 135.63 and a beta of 1.12.

CrowdStrike (NASDAQ:CRWD - Get Free Report) 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 business 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 firm's quarterly revenue was up 21.4% compared to the same quarter last year. During the same quarter in the previous 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. As a group, equities research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.

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