CrowdStrike Holdings Inc. (CRWD) reported results for the fourth quarter of fiscal 2026 with revenue up year over year and strong gross profitability, but operating results and per-share earnings weakened sharply. Revenue rose 23.3% to $1.31 billion, while gross profit increased 26.1% to $989.5 million, implying a gross margin of about 75.8%. The company recorded an operating loss of -$6.9 million and net income attributable to common shareholders of $38.7 million, a steep year-over-year decline.
On the cash-flow and balance-sheet side, operating cash flow improved and the company maintained a strong cash position while continuing to invest in its business.
Analyst guidance and expectations versus results: revenue of $1.31 billion came in slightly below the consensus estimate of $1.32 billion, while diluted earnings per share of $0.15 missed the estimate of $1.12, indicating a sizable shortfall on profitability despite revenue growth.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
CrowdStrike Holdings Inc. Insider Trading Activity
CrowdStrike Holdings Inc. insiders have traded $CRWD stock on the open market 164 times in the past 6 months. Of those trades, 0 have been purchases and 164 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 77,985 shares for an estimated $35,990,063.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 7 sales selling 68,022 shares for an estimated $33,954,383.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 20 sales selling 32,680 shares for an estimated $15,453,517.
- SAMEER K GANDHI has made 0 purchases and 43 sales selling 18,723 shares for an estimated $9,262,732.
- 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 6 sales selling 6,362 shares for an estimated $3,090,059.
- JOHANNA FLOWER has made 0 purchases and 24 sales selling 5,347 shares for an estimated $2,538,161.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CrowdStrike Holdings Inc. Hedge Fund Activity
We have seen 1,081 institutional investors add shares of CrowdStrike Holdings Inc. stock to their portfolio, and 925 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 removed 5,864,553 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $2,749,067,864
- PATHSTONE HOLDINGS, LLC removed 1,247,544 shares (-50.8%) from their portfolio in Q4 2025, for an estimated $584,798,725
- VESTOR CAPITAL, LLC removed 977,184 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $479,191,489
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 659,705 shares (+310.0%) to their portfolio in Q4 2025, for an estimated $309,243,315
- TIGER GLOBAL MANAGEMENT LLC removed 500,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $245,190,000
- ASSENAGON ASSET MANAGEMENT S.A. added 499,353 shares (+232.5%) to their portfolio in Q4 2025, for an estimated $234,076,712
- BLACKROCK, INC. added 479,026 shares (+2.3%) to their portfolio in Q4 2025, for an estimated $224,548,227
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 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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.
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:
- BTIG issued a "Buy" rating on 01/13/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- Freedom Capital Markets issued a "Buy" rating on 12/11/2025
- Goldman Sachs issued a "Buy" rating on 12/04/2025
- JP Morgan issued a "Overweight" rating on 12/03/2025
- Rosenblatt issued a "Buy" rating on 12/03/2025
- BMO Capital issued a "Outperform" rating on 12/03/2025
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 $550.0.
Here are some recent targets:
- Richard Poland from Wells Fargo set a target price of $450.0 on 03/03/2026
- Shrenik Kothari from Baird set a target price of $450.0 on 03/02/2026
- Rob Owens from Piper Sandler set a target price of $520.0 on 03/02/2026
- Gray Powell from BTIG set a target price of $499.0 on 03/02/2026
- Peter Levine from Evercore ISI Group set a target price of $375.0 on 02/25/2026
- Shaul Eyal from TD Cowen set a target price of $480.0 on 02/24/2026
- Ittai Kidron from Oppenheimer set a target price of $500.0 on 02/24/2026
