Capital Impact Advisors LLC Buys Shares of 29,327 CrowdStrike $CRWD

Capital Impact Advisors LLC bought a new stake in shares of CrowdStrike (NASDAQ:CRWD) in the 1st quarter, Holdings Channel.com reports. The fund bought 29,327 shares of the company’s stock, valued at approximately $10,340,000. CrowdStrike comprises approximately 4.0% of Capital Impact Advisors LLC’s investment portfolio, making the stock its 7th largest position.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after buying an additional 2,417 shares in the last quarter. Schonfeld Strategic Advisors LLC grew its holdings in shares of CrowdStrike by 30.7% during the fourth quarter. Schonfeld Strategic Advisors LLC now owns 915 shares of the company’s stock worth $313,000 after buying an additional 215 shares in the last quarter. LRI Investments LLC grew its holdings in shares of CrowdStrike by 164.5% during the fourth quarter. LRI Investments LLC now owns 455 shares of the company’s stock worth $156,000 after buying an additional 283 shares in the last quarter. Lazard Asset Management LLC grew its holdings in shares of CrowdStrike by 6.5% during the fourth quarter. Lazard Asset Management LLC now owns 6,919 shares of the company’s stock worth $2,367,000 after buying an additional 424 shares in the last quarter. Finally, Nuveen Asset Management LLC grew its holdings in shares of CrowdStrike by 4.0% during the fourth quarter. Nuveen Asset Management LLC now owns 1,686,147 shares of the company’s stock worth $576,932,000 after buying an additional 64,095 shares in the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

CRWD has been the subject of a number of recent research reports. Rosenblatt Securities lowered their price target on shares of CrowdStrike from $515.00 to $490.00 and set a “buy” rating for the company in a report on Thursday, August 28th. Zacks Research raised shares of CrowdStrike from a “hold” rating to a “strong-buy” rating in a research report on Friday, August 29th. Raymond James Financial reissued an “outperform” rating and issued a $485.00 target price (up from $390.00) on shares of CrowdStrike in a research report on Wednesday, June 4th. Morgan Stanley decreased their target price on shares of CrowdStrike from $495.00 to $460.00 and set an “equal weight” rating on the stock in a research report on Thursday, August 28th. Finally, Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a research report on Thursday, August 28th. 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’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $460.10.

Insider Activity

In other CrowdStrike news, President Michael Sentonas sold 11,527 shares of CrowdStrike stock in a transaction that occurred on Monday, June 23rd. The shares were sold at an average price of $471.20, for a total transaction of $5,431,522.40. Following the transaction, the president directly owned 410,677 shares of the company’s stock, valued at $193,511,002.40. The trade was a 2.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Roxanne S. Austin sold 15,000 shares of CrowdStrike stock in a transaction that occurred on Wednesday, June 25th. The shares were 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 in the company, valued at approximately $9,385,060.86. This trade represents a 44.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 153,734 shares of company stock valued at $72,162,728 over the last quarter. 3.32% of the stock is owned by insiders.

CrowdStrike Trading Down 1.1%

Shares of CRWD stock opened at $423.51 on Wednesday. The stock has a market cap of $106.28 billion, a price-to-earnings ratio of -355.89, a price-to-earnings-growth ratio of 133.97 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. CrowdStrike has a fifty-two week low of $242.25 and a fifty-two week high of $517.98. The firm’s 50 day moving average price is $450.57 and its two-hundred day moving average price is $426.27.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results 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 analysts’ expectations of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. CrowdStrike’s revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the company posted $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. On average, analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

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.