Recent Earnings Success: CrowdStrike Holdings, Inc. has been a hot topic on social media following its latest earnings report, which surpassed analyst expectations. Many users highlighted the company’s impressive 23% increase in annual recurring revenue, reaching $4.92 billion. This financial strength has sparked renewed interest in the cybersecurity giant.
AI and Cybersecurity Focus: Discussions also center on CrowdStrike’s advancements in AI-driven security solutions, with some noting its strong position as cyber threats evolve. There’s buzz around the firm achieving perfect scores in recent industry evaluations for detection and protection. This has fueled conversations about its competitive edge in a critical sector.
Stock Performance Debate: Despite the positive news, social media reflects mixed views on the stock’s trajectory, with a few cautioning about a potential end to its bullish cycle. Recent reports of a slight pullback in share price have also surfaced, though long-term optimism persists among many. The dynamic opinions keep the dialogue lively and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
CrowdStrike Holdings, Inc. Insider Trading Activity
CrowdStrike Holdings, Inc. insiders have traded $CRWD stock on the open market 201 times in the past 6 months. Of those trades, 0 have been purchases and 201 have been sales.
Here’s a breakdown of recent trading of $CRWD stock by insiders over the last 6 months:
- GEORGE KURTZ (PRESIDENT AND CEO) has made 0 purchases and 60 sales selling 84,597 shares for an estimated $40,062,997.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 9 sales selling 68,088 shares for an estimated $33,887,158.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 23 sales selling 35,260 shares for an estimated $16,826,188.
- SAMEER K GANDHI has made 0 purchases and 71 sales selling 31,223 shares for an estimated $15,259,703.
- ROXANNE S AUSTIN has made 0 purchases and 6 sales selling 25,000 shares for an estimated $12,590,000.
- DENIS OLEARY has made 0 purchases and 4 sales selling 7,750 shares for an estimated $3,994,628.
- 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. Revenue
CrowdStrike Holdings, Inc. had revenues of $1.2B in Q3 2026. This is an increase of 22.18% from the same period in the prior year.
You can track CRWD financials on Quiver Quantitative's CRWD stock page.
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. Hedge Fund Activity
We have seen 1,092 institutional investors add shares of CrowdStrike Holdings, Inc. 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 Holdings, Inc. 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:
- Freedom Capital Markets issued a "Buy" rating on 12/11/2025
- Goldman Sachs issued a "Buy" rating on 12/04/2025
- BMO Capital issued a "Outperform" rating on 12/03/2025
- JP Morgan issued a "Overweight" rating on 12/03/2025
- Rosenblatt issued a "Buy" rating on 12/03/2025
- Wedbush issued a "Outperform" rating on 12/01/2025
- Keybanc issued a "Overweight" rating on 12/01/2025
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 38 analysts offer price targets for $CRWD in the last 6 months, with a median target of $567.0.
Here are some recent targets:
- Almas Almaganbetov from Freedom Capital Markets set a target price of $550.0 on 12/11/2025
- Gabriela Borges from Goldman Sachs set a target price of $564.0 on 12/04/2025
- Fatima Boolani from Citigroup set a target price of $595.0 on 12/04/2025
- Shyam Patil from Susquehanna set a target price of $600.0 on 12/03/2025
- Roger Boyd from UBS set a target price of $590.0 on 12/03/2025
- Kingsley Crane from Canaccord Genuity set a target price of $515.0 on 12/03/2025
- Mike Cikos from Needham set a target price of $575.0 on 12/03/2025
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.
