Modus Advisors LLC Purchases 789 Shares of CrowdStrike $CRWD

Modus Advisors LLC increased its position in CrowdStrike (NASDAQ:CRWD) by 12.2% in the second quarter, Holdings Channel.com reports. The fund owned 7,282 shares of the company’s stock after acquiring an additional 789 shares during the quarter. Modus Advisors LLC’s holdings in CrowdStrike were worth $3,709,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Real Talk Capital LLC lifted its position in CrowdStrike by 0.9% during the first quarter. Real Talk Capital LLC now owns 2,732 shares of the company’s stock valued at $963,000 after purchasing an additional 24 shares during the last quarter. Tradewinds Capital Management LLC lifted its position in CrowdStrike by 20.8% during the first quarter. Tradewinds Capital Management LLC now owns 145 shares of the company’s stock valued at $51,000 after purchasing an additional 25 shares during the last quarter. Close Asset Management Ltd lifted its position in CrowdStrike by 23.8% during the first quarter. Close Asset Management Ltd now owns 130 shares of the company’s stock valued at $46,000 after purchasing an additional 25 shares during the last quarter. Ramirez Asset Management Inc. lifted its position in CrowdStrike by 5.9% during the first quarter. Ramirez Asset Management Inc. now owns 450 shares of the company’s stock valued at $159,000 after purchasing an additional 25 shares during the last quarter. Finally, Cladis Investment Advisory LLC lifted its position in CrowdStrike by 1.5% during the first quarter. Cladis Investment Advisory LLC now owns 1,683 shares of the company’s stock valued at $593,000 after purchasing an additional 25 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike Trading Up 0.6%

CRWD stock opened at $436.10 on Friday. The company has a market capitalization of $109.44 billion, a PE ratio of -366.47, a price-to-earnings-growth ratio of 135.63 and a beta of 1.12. CrowdStrike has a one year low of $256.00 and a one year high of $517.98. The company’s 50 day moving average price is $445.98 and its two-hundred day moving average price is $427.16. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, topping the consensus estimate of $0.83 by $0.10. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the previous year, the firm earned $1.04 earnings per share. The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. As a group, analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Roxanne S. Austin sold 15,000 shares of CrowdStrike stock in a transaction on Wednesday, June 25th. The shares were sold at an average price of $497.67, for a total value of $7,465,050.00. Following the transaction, the director directly owned 18,858 shares of the company’s stock, valued at $9,385,060.86. The trade was a 44.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, President Michael Sentonas sold 11,527 shares of CrowdStrike stock in a transaction on Monday, June 23rd. The stock was sold at an average price of $471.20, for a total transaction of $5,431,522.40. Following the completion of the transaction, the president directly owned 410,677 shares in the company, valued at approximately $193,511,002.40. The trade was a 2.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 143,734 shares of company stock valued at $67,337,728 over the last quarter. Company insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

CRWD has been the subject of several research analyst reports. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a research report on Thursday, August 28th. Jefferies Financial Group dropped their target price on shares of CrowdStrike from $530.00 to $500.00 and set a “buy” rating for the company in a research report on Thursday, August 28th. Rosenblatt Securities dropped their target price on shares of CrowdStrike from $515.00 to $490.00 and set a “buy” rating for the company in a research report on Thursday, August 28th. Scotiabank dropped their target price on shares of CrowdStrike from $480.00 to $440.00 and set a “sector perform” rating for the company in a research report on Thursday, August 28th. Finally, Bank of America reissued a “neutral” rating and set a $470.00 price target (up from $420.00) on shares of CrowdStrike 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 given a Hold rating to the stock. According to MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and a consensus target price of $460.10.

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.