Recent discussions on X about CrowdStrike (CRWD) have centered on the company's latest advancements in AI-driven cybersecurity and its competitive positioning in the market. Many users have highlighted the launch of the Agentic Security Platform and new AI detection tools, viewing these as significant steps in redefining security operations. The stock's resilience, despite lingering concerns over past outages, has also sparked conversations about institutional confidence.
Additionally, there’s buzz around CrowdStrike’s ability to monetize its customer base, with posts noting that nearly half of its clients now use multiple modules, signaling strong upsell potential. Some discussions also touch on recent stock price movements, with optimism fueled by analyst upgrades and ambitious revenue targets shared in investor briefings. These conversations reflect a dynamic mix of enthusiasm and scrutiny surrounding the cybersecurity giant.
Note: This discussion summary was generated from an AI condensation of post data.
CrowdStrike Congressional Stock Trading
Members of Congress have traded $CRWD stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CrowdStrike Insider Trading Activity
CrowdStrike insiders have traded $CRWD stock on the open market 224 times in the past 6 months. Of those trades, 0 have been purchases and 224 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 63 sales selling 133,178 shares for an estimated $61,090,855.
- ROXANNE S AUSTIN has made 0 purchases and 11 sales selling 57,188 shares for an estimated $27,444,797.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 7 sales selling 48,088 shares for an estimated $23,087,158.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 25 sales selling 49,303 shares for an estimated $22,739,162.
- GERHARD WATZINGER has made 0 purchases and 7 sales selling 50,500 shares for an estimated $22,232,858.
- SAMEER K GANDHI has made 0 purchases and 70 sales selling 37,500 shares for an estimated $16,332,449.
- DENIS OLEARY has made 0 purchases and 8 sales selling 15,680 shares for an estimated $7,352,769.
- 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 24 sales selling 5,047 shares for an estimated $2,061,052.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CrowdStrike Hedge Fund Activity
We have seen 1,152 institutional investors add shares of CrowdStrike stock to their portfolio, and 708 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PATHSTONE HOLDINGS, LLC added 2,181,179 shares (+195.2%) to their portfolio in Q2 2025, for an estimated $1,110,896,276
- JPMORGAN CHASE & CO added 1,920,068 shares (+46.6%) to their portfolio in Q2 2025, for an estimated $977,909,833
- GAMMA INVESTING LLC removed 1,082,660 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $551,409,564
- VESTOR CAPITAL, LLC added 976,822 shares (+269840.3%) to their portfolio in Q2 2025, for an estimated $497,505,212
- BLACKROCK, INC. added 930,414 shares (+4.8%) to their portfolio in Q2 2025, for an estimated $473,869,154
- PRICE T ROWE ASSOCIATES INC /MD/ added 875,921 shares (+36.7%) to their portfolio in Q2 2025, for an estimated $446,115,324
- ROYAL BANK OF CANADA added 687,099 shares (+59.8%) to their portfolio in Q2 2025, for an estimated $349,946,391
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:
- Wells Fargo issued a "Overweight" rating on 10/01/2025
- Scotiabank issued a "Sector Outperform" rating on 09/25/2025
- JMP Securities issued a "Market Outperform" rating on 09/23/2025
- Rosenblatt issued a "Buy" rating on 09/22/2025
- DA Davidson issued a "Buy" rating on 09/18/2025
- Needham issued a "Buy" rating on 09/18/2025
- BTIG issued a "Buy" rating on 09/18/2025
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 $510.0.
Here are some recent targets:
- Andrew Nowinski from Wells Fargo set a target price of $600.0 on 10/01/2025
- Patrick Colville from Scotiabank set a target price of $600.0 on 09/25/2025
- Trevor Walsh from JMP Securities set a target price of $550.0 on 09/23/2025
- Catharine Trebnick from Rosenblatt set a target price of $550.0 on 09/22/2025
- Kingsley Crane from Canaccord Genuity set a target price of $500.0 on 09/22/2025
- Steve Koenig from Macquarie set a target price of $485.0 on 09/19/2025
- Shrenik Kothari from Baird set a target price of $490.0 on 09/19/2025
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.
