AI Security Partnerships: Social media discussions have intensified around CrowdStrike's pivotal role in Anthropic's Project Glasswing and OpenAI's Trusted Access for Cyber program. Enthusiasts emphasize the firm's emergence as the essential security layer for AI deployments amid escalating threats from advanced models like Mythos. This positioning has traders viewing dips as buying opportunities in the cybersecurity leader.
Analyst Upgrade and Buyback: KeyBanc's upgrade to overweight with a $525 price target has dominated recent chatter, underscoring AI tailwinds and platform strengths. The expanded $1.5 billion share buyback underscores management's belief in undervalued shares. Stock resilience, with gains exceeding 5% on key days, reflects growing institutional interest.
Technical Strength Amid Risks: Bullish technical breakouts above resistance levels signal potential new highs for the shares. While vulnerabilities in LogScale and EDR systems draw some caution, the broader sentiment celebrates cybersecurity's mission-critical status in the AI era. Observers anticipate sustained demand driving further performance.
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 186 times in the past 6 months. Of those trades, 0 have been purchases and 186 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 112 sales selling 102,070 shares for an estimated $44,733,260.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 19 sales selling 37,892 shares for an estimated $16,680,477.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 2 sales selling 30,828 shares for an estimated $13,459,757.
- SAMEER K GANDHI has made 0 purchases and 31 sales selling 12,473 shares for an estimated $6,698,255.
- 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 4 sales selling 6,661 shares for an estimated $2,954,138.
- JOHANNA FLOWER has made 0 purchases and 14 sales selling 3,000 shares for an estimated $1,385,820.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CrowdStrike Revenue
CrowdStrike had revenues of $1.3B in Q4 2026. This is an increase of 23.32% from the same period in the prior year.
You can track CRWD financials on Quiver Quantitative's CRWD stock page.
CrowdStrike 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CrowdStrike Hedge Fund Activity
We have seen 1,085 institutional investors add shares of CrowdStrike stock to their portfolio, and 827 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
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 659,705 shares (+310.0%) to their portfolio in Q4 2025, for an estimated $309,243,315
- ASSENAGON ASSET MANAGEMENT S.A. removed 605,495 shares (-84.8%) from their portfolio in Q1 2026, for an estimated $236,391,302
- BLACKROCK, INC. added 479,026 shares (+2.3%) to their portfolio in Q4 2025, for an estimated $224,548,227
- JPMORGAN CHASE & CO removed 462,843 shares (-7.6%) from their portfolio in Q4 2025, for an estimated $216,962,284
- NORGES BANK added 408,786 shares (+12.7%) to their portfolio in Q4 2025, for an estimated $191,622,525
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 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- BTIG 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, 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 $505.0.
Here are some recent targets:
- Eric Heath from Keybanc set a target price of $525.0 on 04/21/2026
- Joshua Tilton from Wolfe Research set a target price of $450.0 on 03/30/2026
- Matthew Hedberg from RBC Capital set a target price of $550.0 on 03/17/2026
- Keith Weiss from Morgan Stanley set a target price of $510.0 on 03/10/2026
- Fatima Boolani from Citigroup set a target price of $525.0 on 03/05/2026
- Peter Weed from Bernstein set a target price of $368.0 on 03/04/2026
- Mike Cikos from Needham set a target price of $475.0 on 03/04/2026
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.
