Market Cap
$271.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 18, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 18, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Sep 17, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Sep 4, 2026 | Macquarie | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Sep 4, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 4, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 3, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 33 | 14 | 1 | 1 | 74% | |
| Aug 1, 2026 | 12 | 34 | 13 | 1 | 1 | 75% | |
| Jul 1, 2026 | 12 | 33 | 13 | 1 | 1 | 75% | |
| Jun 1, 2026 | 12 | 36 | 11 | 1 | 1 | 79% | |
| May 1, 2026 | 13 | 36 | 12 | 1 | 0 | 79% | |
| Apr 1, 2026 | 13 | 33 | 14 | 1 | 0 | 75% | |
| Mar 1, 2026 | 11 | 30 | 17 | 1 | 1 | 68% | |
| Feb 1, 2026 | 11 | 28 | 19 | 1 | 1 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.31 | $0.31–$0.33 | 29.6% | -0.1% | 16↑ 11↓ | $1.5B | 45 |
| Next Q | $0.36 | $0.32–$0.37 | 27.4% | +0.2% | 25↑ 11↓ | $1.6B | 45 |
| Current FY | $1.26 | $1.25–$1.32 | 34.7% | +0.0% | 47↑ 1↓ | $6.0B | 51 |
| Next FY | $1.61 | $1.50–$2.04 | 27.9% | +0.7% | 41↑ 5↓ | $7.4B | 53 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.311 | — |
| 7d ago | $0.311 | — |
| 30d ago | $0.311 | -0.000 |
| 60d ago | $0.310 | +0.001 |
| 90d ago | $0.310 | +0.001 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 21,846,397 | $16.7B | 13.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,205,746 | $12.4B | 9.9% | — |
| STATE STREET CORP | 11,583,850 | $8.8B | 7.1% | — |
| Invesco Ltd. | 8,392,874 | $6.4B | 5.1% | — |
| JPMORGAN CHASE & CO | 8,174,463 | $6.1B | 4.9% | DOUBLED +127.8% |
| FMR LLC | 7,847,117 | $6.0B | 4.8% | DOUBLED +128.1% |
| MORGAN STANLEY | 6,494,547 | $5.0B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,083,339 | $4.6B | 3.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,956,872 | $4.5B | 3.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,300,100 | $4.0B | 3.2% | TRIM -65.7% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 3,588,362 | 8,174,463 | +127.8% | $6.1B |
| FMR LLC | DOUBLED | 3,440,202 | 7,847,117 | +128.1% | $6.0B |
| NORGES BANK | NEW | — | 3,669,761 | — | $2.8B |
| FIRST TRUST ADVISORS LP | TRIM | 2,584,496 | 1,900,484 | -26.5% | $1.5B |
| Nuveen, LLC | ADD | 926,969 | 1,295,959 | +39.8% | $989.0M |
| Pictet Asset Management Holding SA | TRIM | 1,279,378 | 862,074 | -32.6% | $657.5M |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 748,960 | — | $571.6M |
| FEDERATED HERMES, INC. | ADD | 402,691 | 550,473 | +36.7% | $420.1M |
| Polar Capital Holdings Plc | NEW | — | 538,439 | — | $410.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 86,663 | 482,126 | +456.3% | $367.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 842 | $261.49 | $220.2K |
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 1,240 | $262.42 | $325.4K |
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 315 | $256.42 | $80.8K |
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 645 | $257.35 | $166.0K |
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 1,440 | $258.63 | $372.4K |
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 3,355 | $259.50 | $870.6K |
| Sep 29, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 2,163 | $260.41 | $563.3K |
| Sep 28, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 204 | $248.24 | $50.6K |
| Sep 28, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 382 | $249.81 | $95.4K |
| Sep 28, 2026 | Kurtz George | PRESIDENT AND CEO | SELL | 460 | $251.76 | $115.8K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CrowdStrike Holdings Inc | Sep 11, 2026(36d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CrowdStrike Holdings Inc | Sep 7, 2026(53d) |
| Jul 15, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | CrowdStrike Holdings Inc | Aug 11, 2026(28d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | CrowdStrike Holdings Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CrowdStrike Holdings Inc | Apr 8, 2026(27d) |