CrowdStrike Holdings, Inc. (CRWD) — Q3 2026 Results
CrowdStrike reported quarterly revenue of $1.23 billion, up 22.2% year‑over‑year, narrowly missing the consensus revenue estimate of $1.24 billion. Gross profit grew in line with revenue expansion at $926.4 million, a 22.7% increase versus the prior year.
Profitability remains challenged: the company recorded an operating loss that improved compared with a year ago, and net income remained negative though materially less so year over year.
Cash flow and the balance sheet show strength, supporting ongoing investment and runway despite the loss.
In summary, CrowdStrike (CRWD) delivered strong top-line growth and expanding gross profit, but still posted an operating and net loss while missing EPS expectations by a wide margin. The company’s cash flow generation and $4.80 billion in cash provide flexibility as it continues to invest in growth.
CrowdStrike Holdings Inc. Insider Trading Activity
CrowdStrike Holdings Inc. insiders have traded $CRWD stock on the open market 214 times in the past 6 months. Of those trades, 0 have been purchases and 214 have been sales.
Here’s a breakdown of recent trading of $CRWD stock by insiders over the last 6 months:
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 10 sales selling 93,088 shares for an estimated $45,812,158.
- GEORGE KURTZ (PRESIDENT AND CEO) has made 0 purchases and 60 sales selling 84,597 shares for an estimated $40,062,997.
- ROXANNE S AUSTIN has made 0 purchases and 10 sales selling 52,188 shares for an estimated $25,544,797.
- SAMEER K GANDHI has made 0 purchases and 74 sales selling 35,000 shares for an estimated $16,985,009.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 23 sales selling 35,260 shares for an estimated $16,826,188.
- DENIS OLEARY has made 0 purchases and 8 sales selling 15,680 shares for an estimated $7,352,769.
- GERHARD WATZINGER sold 10,000 shares for an estimated $4,890,000
- ANURAG SAHA (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 9 sales selling 7,991 shares for an estimated $3,876,185.
- JOHANNA FLOWER has made 0 purchases and 19 sales selling 4,420 shares for an estimated $2,135,374.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CrowdStrike Holdings Inc. Hedge Fund Activity
We have seen 1,092 institutional investors add shares of CrowdStrike Holdings Inc. stock to their portfolio, and 857 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,626,924 shares (+70.5%) to their portfolio in Q3 2025, for an estimated $797,810,991
- MORGAN STANLEY removed 1,617,058 shares (-20.0%) from their portfolio in Q3 2025, for an estimated $792,972,902
- VESTOR CAPITAL, LLC removed 977,184 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $479,191,489
- PRICE T ROWE ASSOCIATES INC /MD/ added 958,014 shares (+29.4%) to their portfolio in Q3 2025, for an estimated $469,790,905
- PATHSTONE HOLDINGS, LLC removed 843,963 shares (-25.6%) from their portfolio in Q3 2025, for an estimated $413,862,575
- GOLDMAN SACHS GROUP INC removed 710,473 shares (-30.8%) from their portfolio in Q3 2025, for an estimated $348,401,749
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 630,875 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $309,368,482
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CrowdStrike Holdings Inc. Congressional Stock Trading
Members of Congress have traded $CRWD stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CRWD stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 09/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/16 and 1 sale worth up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CrowdStrike Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $CRWD in the last several months. We have seen 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 12/01/2025
- Wedbush issued a "Outperform" rating on 12/01/2025
- Keybanc issued a "Overweight" rating on 12/01/2025
- DA Davidson issued a "Buy" rating on 11/25/2025
- Oppenheimer issued a "Outperform" rating on 11/21/2025
- Truist Securities issued a "Buy" rating on 11/18/2025
- Rosenblatt issued a "Buy" rating on 11/18/2025
To track analyst ratings and price targets for CrowdStrike Holdings Inc., check out Quiver Quantitative's $CRWD forecast page.
CrowdStrike Holdings Inc. Price Targets
Multiple analysts have issued price targets for $CRWD recently. We have seen 34 analysts offer price targets for $CRWD in the last 6 months, with a median target of $545.0.
Here are some recent targets:
- Eric Heath from Keybanc set a target price of $570.0 on 12/01/2025
- Dan Ives from Wedbush set a target price of $600.0 on 12/01/2025
- Brian Essex from JP Morgan set a target price of $580.0 on 12/01/2025
- Rudy Kessinger from DA Davidson set a target price of $580.0 on 11/25/2025
- Ittai Kidron from Oppenheimer set a target price of $580.0 on 11/21/2025
- Junaid Siddiqui from Truist Securities set a target price of $600.0 on 11/18/2025
- Catharine Trebnick from Rosenblatt set a target price of $630.0 on 11/18/2025
