KCM Investment Advisors LLC Invests $278,000 in CrowdStrike $CRWD

KCM Investment Advisors LLC bought a new stake in shares of CrowdStrike (NASDAQ:CRWD) during the second quarter, Holdings Channel reports. The fund bought 546 shares of the company’s stock, valued at approximately $278,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Draper Asset Management LLC increased its position in shares of CrowdStrike by 59.1% in the 2nd quarter. Draper Asset Management LLC now owns 4,358 shares of the company’s stock valued at $2,176,000 after purchasing an additional 1,619 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in shares of CrowdStrike by 33.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock worth $8,483,000 after purchasing an additional 5,998 shares during the last quarter. Drucker Wealth 3.0 LLC acquired a new position in shares of CrowdStrike during the second quarter worth $397,000. Pegasus Asset Management Inc. increased its holdings in CrowdStrike by 3.4% in the second quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock valued at $1,238,000 after buying an additional 79 shares during the last quarter. Finally, Roman Butler Fullerton & Co. purchased a new position in CrowdStrike in the second quarter valued at $1,169,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insider Buying and Selling

In related news, Director Sameer K. Gandhi sold 6,250 shares of the business’s stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $410.32, for a total value of $2,564,500.00. Following the transaction, the director owned 768,511 shares in the company, valued at $315,335,433.52. The trade was a 0.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO George Kurtz sold 17,830 shares of the company’s stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $494.53, for a total value of $8,817,469.90. Following the sale, the chief executive officer directly owned 2,115,057 shares of the company’s stock, valued at approximately $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 116,622 shares of company stock worth $58,561,456. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Stock Up 1.4%

CRWD stock opened at $539.81 on Monday. The company has a market cap of $135.47 billion, a price-to-earnings ratio of -453.62, a price-to-earnings-growth ratio of 126.85 and a beta of 1.16. The company has a fifty day moving average price of $486.81 and a 200 day moving average price of $467.78. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $555.81.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping 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 last 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 expect that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analyst Weigh In

CRWD has been the subject of a number of recent analyst reports. DA Davidson lifted their price target on CrowdStrike from $490.00 to $515.00 and gave the stock a “buy” rating in a report on Thursday, September 18th. Truist Financial raised their target price on CrowdStrike from $500.00 to $550.00 and gave the stock a “buy” rating in a research report on Thursday, September 18th. Scotiabank upgraded CrowdStrike from a “sector perform” rating to a “sector outperform” rating and boosted their target price for the stock from $440.00 to $600.00 in a research note on Thursday, September 25th. BMO Capital Markets upped their price target on CrowdStrike from $450.00 to $500.00 and gave the company an “outperform” rating in a report on Thursday, September 18th. Finally, Arete upgraded shares of CrowdStrike from a “neutral” rating to a “buy” rating and set a $706.00 price target on the stock in a research note on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average target price of $510.80.

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.