Earnings Performance: CrowdStrike (CRWD) has been a focal point on X recently, with discussions centering on its third-quarter fiscal 2026 results. Many users expressed optimism after the company reported a 21% revenue increase and raised its full-year outlook. However, some noted a slight stock dip post-earnings, reflecting mixed reactions.
AI and Cybersecurity: The conversation on X also highlights CrowdStrike’s advancements in AI-driven security, with several praising its Falcon platform and agentic AI innovations. There’s excitement about the company’s role in combating AI-powered cyber threats. Yet, a few voices on X caution that the high valuation might pose risks if growth expectations aren’t met.
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 200 times in the past 6 months. Of those trades, 0 have been purchases and 200 have been sales.
Here’s a breakdown of recent trading of $CRWD stock by insiders over the last 6 months:
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 10 sales selling 93,088 shares for an estimated $45,812,158.
- GEORGE KURTZ (PRESIDENT AND CEO) has made 0 purchases and 60 sales selling 84,597 shares for an estimated $40,062,997.
- ROXANNE S AUSTIN has made 0 purchases and 10 sales selling 52,188 shares for an estimated $25,544,797.
- 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 61 sales selling 28,750 shares for an estimated $13,956,328.
- 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 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 Revenue
CrowdStrike 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 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 Hedge Fund Activity
We have seen 1,093 institutional investors add shares of CrowdStrike stock to their portfolio, and 857 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 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:
- 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
- DA Davidson issued a "Buy" rating on 11/25/2025
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 $570.0.
Here are some recent targets:
- 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
- Mike Cikos from Needham set a target price of $575.0 on 12/03/2025
- Keith Bachman from BMO Capital set a target price of $555.0 on 12/03/2025
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $590.0 on 12/03/2025
- Shyam Patil from Susquehanna set a target price of $600.0 on 12/03/2025
- Patrick Colville from Scotiabank set a target price of $613.0 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.
