Allianz SE Grows Position in CrowdStrike $CRWD

Allianz SE lifted its position in CrowdStrike (NASDAQ:CRWD) by 61.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 11,945 shares of the company’s stock after purchasing an additional 4,540 shares during the period. Allianz SE’s holdings in CrowdStrike were worth $6,084,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CRWD. Vision Financial Markets LLC purchased a new position in shares of CrowdStrike in the first quarter valued at about $26,000. AlphaQuest LLC bought a new stake in shares of CrowdStrike in the second quarter worth about $26,000. Neo Ivy Capital Management purchased a new position in CrowdStrike during the 1st quarter valued at about $30,000. Saudi Central Bank bought a new position in CrowdStrike during the 1st quarter valued at approximately $34,000. Finally, Financial Management Professionals Inc. raised its position in CrowdStrike by 91.9% during the 2nd quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock valued at $36,000 after purchasing an additional 34 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors.

Insider Activity at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 10,000 shares of CrowdStrike stock in a transaction on Friday, October 10th. The stock was sold at an average price of $515.00, for a total value of $5,150,000.00. Following the completion of the sale, the president owned 354,116 shares of the company’s stock, valued at approximately $182,369,740. This trade represents a 2.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Johanna Flower sold 2,347 shares of the business’s stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $490.98, for a total value of $1,152,330.06. Following the completion of the transaction, the director owned 79,057 shares of the company’s stock, valued at $38,815,405.86. This represents a 2.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 116,622 shares of company stock valued at $58,561,456 over the last ninety days. Corporate insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on CRWD. Capital One Financial boosted their target price on CrowdStrike from $495.00 to $519.00 and gave the company an “overweight” rating in a research note on Thursday, September 18th. Stephens lifted their price target on shares of CrowdStrike from $525.00 to $590.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Daiwa Capital Markets upped their price objective on shares of CrowdStrike from $475.00 to $530.00 and gave the stock an “outperform” rating in a report on Wednesday, September 24th. Evercore ISI raised their target price on shares of CrowdStrike from $405.00 to $430.00 in a research report on Thursday, September 18th. Finally, DA Davidson boosted their price target on shares of CrowdStrike from $490.00 to $515.00 and gave the company a “buy” rating in a research report on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and a consensus price target of $512.60.

CrowdStrike Price Performance

CRWD opened at $545.86 on Thursday. The stock has a 50-day moving average price of $495.00 and a 200-day moving average price of $470.25. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. The firm has a market cap of $136.99 billion, a PE ratio of -458.70, a P/E/G ratio of 130.83 and a beta of 1.16. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.83 by $0.10. The company had revenue of $1.17 billion for 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%. CrowdStrike’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same period in the prior year, the firm 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. Sell-side analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.