Axa S.A. Has $65.70 Million Position in CrowdStrike $CRWD

Axa S.A. grew its holdings in CrowdStrike (NASDAQ:CRWD) by 2.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 129,002 shares of the company’s stock after purchasing an additional 3,600 shares during the quarter. Axa S.A. owned about 0.05% of CrowdStrike worth $65,702,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Goldstream Capital Management Ltd lifted its stake in CrowdStrike by 18.4% in the second quarter. Goldstream Capital Management Ltd now owns 22,154 shares of the company’s stock valued at $11,283,000 after buying an additional 3,439 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in shares of CrowdStrike in the 2nd quarter valued at $1,161,000. Lombard Odier Asset Management Switzerland SA lifted its position in shares of CrowdStrike by 6.5% during the 2nd quarter. Lombard Odier Asset Management Switzerland SA now owns 11,286 shares of the company’s stock valued at $5,748,000 after acquiring an additional 684 shares during the period. State Street Corp boosted its stake in CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after acquiring an additional 370,965 shares in the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management grew its holdings in CrowdStrike by 34.1% in the second quarter. Gerber Kawasaki Wealth & Investment Management now owns 5,966 shares of the company’s stock worth $3,039,000 after purchasing an additional 1,517 shares during the period. Institutional investors own 71.16% of the company’s stock.

Insider Activity at CrowdStrike

In related news, Director Johanna Flower sold 2,347 shares of the business’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $490.98, for a total value of $1,152,330.06. Following the transaction, the director directly owned 79,057 shares of the company’s stock, valued at approximately $38,815,405.86. The trade was a 2.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of the stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. The trade was a 41.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 118,672 shares of company stock worth $60,280,613. 3.32% of the stock is owned by company insiders.

CrowdStrike Trading Up 0.5%

NASDAQ:CRWD opened at $517.98 on Wednesday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The firm has a 50-day moving average price of $516.10 and a two-hundred day moving average price of $481.00. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The firm has a market cap of $129.99 billion, a price-to-earnings ratio of -411.10, a price-to-earnings-growth ratio of 124.70 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.CrowdStrike’s quarterly revenue was up 21.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on CRWD shares. Capital One Financial upped their price objective on shares of CrowdStrike from $599.00 to $600.00 and gave the company an “overweight” rating in a report on Wednesday, December 3rd. BMO Capital Markets upped their price target on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Zacks Research upgraded CrowdStrike from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 25th. Wells Fargo & Company boosted their price objective on CrowdStrike from $550.00 to $600.00 and gave the company an “overweight” rating in a report on Wednesday, October 1st. Finally, Westpark Capital reaffirmed a “hold” rating on shares of CrowdStrike in a research report on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seventeen have given 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 an average price target of $554.74.

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.