IFM Investors Pty Ltd Increases Stake in CrowdStrike $CRWD

Key Points

• IFM Investors Pty Ltd increased its stake in CrowdStrike (CRWD) by 3.5% in Q2, holding a total of 48,311 shares worth approximately $24.61 million.
• Analysts have mixed views on CrowdStrike, with target price adjustments leading to a range from $440 to $545, and an overall average target of $471.23.
• CrowdStrike reported $1.17 billion in revenue for the last quarter, surpassing analyst expectations, and set FY 2026 guidance at $3.60 to $3.72 EPS.

IFM Investors Pty Ltd grew its stake in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 3.5% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 48,311 shares of the company's stock after acquiring an additional 1,655 shares during the period. IFM Investors Pty Ltd's holdings in CrowdStrike were worth $24,605,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of CRWD. Cloud Capital Management LLC bought a new position in CrowdStrike in the 1st quarter worth approximately $25,000. Atlantic Edge Private Wealth Management LLC raised its position in shares of CrowdStrike by 114.3% during the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company's stock valued at $26,000 after buying an additional 40 shares in the last quarter. Vision Financial Markets LLC bought a new position in shares of CrowdStrike during the 1st quarter valued at $26,000. E Fund Management Hong Kong Co. Ltd. grew its holdings in shares of CrowdStrike by 305.3% during the 1st quarter. E Fund Management Hong Kong Co. Ltd. now owns 77 shares of the company's stock valued at $27,000 after purchasing an additional 58 shares during the last quarter. Finally, Neo Ivy Capital Management bought a new position in shares of CrowdStrike during the 1st quarter valued at $30,000. 71.16% of the stock is owned by institutional investors.

CrowdStrike Stock Down 0.0%

CrowdStrike stock traded down $0.08 during trading hours on Friday, hitting $502.55. The stock had a trading volume of 7,089,967 shares, compared to its average volume of 3,749,478. 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 stock has a market capitalization of $126.12 billion, a P/E ratio of -422.31, a price-to-earnings-growth ratio of 118.22 and a beta of 1.12. CrowdStrike has a 12-month low of $272.67 and a 12-month high of $517.98. The stock's 50-day moving average price is $442.94 and its 200-day moving average price is $429.72.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) 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 analysts' expectations of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business's revenue for the quarter was up 21.4% compared to the same quarter last year. During the same period in the previous year, the company 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. Equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CRWD. Evercore ISI cut their price target on shares of CrowdStrike from $425.00 to $405.00 and set an "in-line" rating on the stock in a report on Thursday, August 28th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $510.00 target price on shares of CrowdStrike in a research note on Thursday. DA Davidson lifted their target price on shares of CrowdStrike from $490.00 to $515.00 and gave the company a "buy" rating in a research note on Thursday. Piper Sandler cut their target price on shares of CrowdStrike from $505.00 to $450.00 and set a "neutral" rating on the stock in a research note on Thursday, August 28th. Finally, Susquehanna lifted their target price on shares of CrowdStrike from $425.00 to $530.00 and gave the company a "positive" rating in a research note on Wednesday, June 4th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and nineteen have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $473.85.

Insider Buying and Selling

In related news, Director Sameer K. Gandhi sold 6,250 shares of the firm's stock in a transaction that occurred on Thursday, September 4th. The shares were sold at an average price of $410.32, for a total value of $2,564,500.00. Following the sale, the director owned 768,511 shares in the company, valued at approximately $315,335,433.52. This trade represents a 0.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through 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 a total of 143,734 shares of company stock valued at $67,337,728 in the last ninety days. Corporate insiders own 3.32% of the company's stock.

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.