Recent Earnings Buzz: CrowdStrike (CRWD) has been a hot topic on X lately, with much of the conversation revolving around its upcoming fiscal third-quarter earnings. Many users are optimistic, pointing to recent analyst upgrades, including a raised price target to $600 by a major firm, as a sign of strong growth potential. The stock’s performance, recently closing at over $520, has fueled further excitement among investors.
AI and Cybersecurity Focus: Discussions also highlight CrowdStrike’s advancements in AI-driven cybersecurity, with some on X praising its Falcon platform for redefining endpoint security. There’s a sense of confidence in the company’s ability to capitalize on trends like AI adoption and enterprise consolidation. However, a few voices caution about high expectations, noting the stock’s premium valuation could leave little room for error.
Insider Incident Concerns: A recent report of an insider leaking internal information to hackers has sparked some concern on X, though CrowdStrike has denied a full breach. While the incident hasn’t dominated the narrative, it has led to scattered worries about potential reputational risks. Overall, the chatter remains largely focused on the company’s innovation and financial outlook.
Note: This discussion summary was generated from an AI condensation of post data.
CrowdStrike Insider Trading Activity
CrowdStrike 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 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 Hedge Fund Activity
We have seen 1,089 institutional investors add shares of CrowdStrike stock to their portfolio, and 858 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 Analyst Ratings
Wall Street analysts have issued reports on $CRWD in the last several months. We have seen 23 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Stifel issued a "Buy" rating on 11/17/2025
- Barclays issued a "Overweight" rating on 11/14/2025
- BTIG issued a "Buy" rating on 11/04/2025
To track analyst ratings and price targets for CrowdStrike, check out Quiver Quantitative's $CRWD forecast page.
CrowdStrike Price Targets
Multiple analysts have issued price targets for $CRWD recently. We have seen 36 analysts offer price targets for $CRWD in the last 6 months, with a median target of $530.0.
Here are some recent targets:
- 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
- Adam Borg from Stifel set a target price of $600.0 on 11/17/2025
- Gregg Moskowitz from Mizuho set a target price of $540.0 on 11/17/2025
- Shrenik Kothari from Baird set a target price of $550.0 on 11/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
