Moody Lynn & Lieberson LLC Purchases 3,160 Shares of CrowdStrike $CRWD

Key Points

• Moody Lynn & Lieberson LLC increased its holdings in CrowdStrike by 60.3%, acquiring an additional 3,160 shares in the second quarter, bringing its total to 8,400 shares valued at approximately $4.3 million.
• CrowdStrike reported a quarterly earnings per share of $0.93, exceeding analysts' expectations of $0.83, alongside a revenue of $1.17 billion, a 21.4% increase year-over-year.
• Research analysts have a consensus rating of "Moderate Buy" for CrowdStrike, with target prices ranging from $485.00 to $600.00, highlighting strong investor interest in the stock.

Moody Lynn & Lieberson LLC boosted its position in CrowdStrike (NASDAQ:CRWD - Free Report) by 60.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,400 shares of the company's stock after purchasing an additional 3,160 shares during the period. Moody Lynn & Lieberson LLC's holdings in CrowdStrike were worth $4,278,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in CRWD. Blue Trust Inc. raised its position in CrowdStrike by 20.4% during the 1st quarter. Blue Trust Inc. now owns 1,267 shares of the company's stock worth $447,000 after purchasing an additional 215 shares during the last quarter. OLD National Bancorp IN bought a new position in CrowdStrike during the first quarter worth $248,000. Bessemer Group Inc. lifted its holdings in CrowdStrike by 4.6% in the first quarter. Bessemer Group Inc. now owns 2,221 shares of the company's stock valued at $783,000 after buying an additional 98 shares during the period. Geneos Wealth Management Inc. boosted its position in CrowdStrike by 33.2% during the first quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company's stock valued at $8,483,000 after acquiring an additional 5,998 shares during the last quarter. Finally, Benchmark Investment Advisors LLC boosted its position in CrowdStrike by 90.8% during the first quarter. Benchmark Investment Advisors LLC now owns 10,248 shares of the company's stock valued at $3,613,000 after acquiring an additional 4,877 shares during the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Stock Performance

Shares of CRWD stock opened at $481.42 on Monday. 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 firm has a fifty day simple moving average of $443.79 and a two-hundred day simple moving average of $436.03. CrowdStrike has a 12 month low of $272.67 and a 12 month high of $517.98. The firm has a market capitalization of $120.82 billion, a PE ratio of -404.55, a price-to-earnings-growth ratio of 113.13 and a beta of 1.12.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last released its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, beating analysts' consensus estimates of $0.83 by $0.10. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates 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 quarterly revenue was up 21.4% compared to the same quarter last year. During the same period 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. Analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on CRWD shares. Macquarie boosted their price objective on CrowdStrike from $465.00 to $485.00 and gave the company a "neutral" rating in a research note on Friday, September 19th. BTIG Research reissued a "buy" rating and issued a $489.00 price target on shares of CrowdStrike in a research note on Thursday, September 18th. Bank of America reaffirmed a "neutral" rating and set a $470.00 price objective (up previously from $420.00) on shares of CrowdStrike in a research report on Wednesday, June 4th. Scotiabank upgraded shares of CrowdStrike from a "sector perform" rating to a "sector outperform" rating and boosted their target price for the company from $440.00 to $600.00 in a research report on Thursday. Finally, JMP Securities increased their target price on shares of CrowdStrike from $500.00 to $550.00 and gave the stock a "market outperform" rating in a research note on Tuesday, September 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike presently has an average rating of "Moderate Buy" and a consensus target price of $483.79.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Roxanne S. Austin sold 9,447 shares of the business'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 directly owned 18,858 shares of the company's stock, valued at approximately $9,667,553.70. The trade was a 33.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 11,883 shares of the firm'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 transaction, the chief financial officer owned 231,130 shares in the company, valued at $105,272,781.10. This represents a 4.89% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 128,513 shares of company stock worth $60,652,048. 3.32% of the stock is currently owned by corporate insiders.

CrowdStrike Company 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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