CrowdStrike rallies on AI security buzz: Social media chatter intensified as shares climbed over 5% following revelations of the company's role in Anthropic’s Project Glasswing. Participants emphasized CrowdStrike's emergence as a vital security layer for AI deployments in enterprise environments. This partnership highlights escalating demands for robust cybersecurity amid rapid AI adoption.
Robust metrics fuel optimism: Discussions spotlighted impressive annual recurring revenue growth of 24% to $5.25 billion, with net new ARR surging 47% in the latest quarter. Management's addition of $500 million to the share buyback program signals confidence in undervalued long-term potential. Analysts' consensus price target near $535 underscores sustained execution.
AI tailwinds overpower bears: Voices countered fears of AI eroding cybersecurity budgets, arguing instead that it amplifies threats and complexity. Customer enthusiasm for AI-enhanced capabilities like Charlotte agents and AIDR tools points to accelerating platform adoption. At 21 times ARR, the premium valuation reflects entrenched market leadership.
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 269 times in the past 6 months. Of those trades, 0 have been purchases and 269 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 216 sales selling 122,046 shares for an estimated $53,155,130.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 19 sales selling 37,868 shares for an estimated $16,487,116.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 2 sales selling 30,828 shares for an estimated $13,459,757.
- 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.
- SAMEER K GANDHI has made 0 purchases and 10 sales selling 2,473 shares for an estimated $1,303,375.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
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. You can access data on congressional stock trades through the Quiver Quantitative API.
CrowdStrike Hedge Fund Activity
We have seen 1,124 institutional investors add shares of CrowdStrike stock to their portfolio, and 872 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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
- 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
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 37 analysts offer price targets for $CRWD in the last 6 months, with a median target of $520.0.
Here are some recent targets:
- Michael Turrin from Wells Fargo set a target price of $525.0 on 05/05/2026
- Gregg Moskowitz from Mizuho set a target price of $520.0 on 04/27/2026
- 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
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.
