Earnings Update: CrowdStrike reported revenue that surpassed analyst expectations in its latest quarter, accompanied by the announcement of a four-for-one stock split. Shares settled near $617 despite the positive results, prompting varied reactions among market observers.
Threat Landscape: Social media commentary focused on rising cyber risks from China-linked actors seeking to acquire AI-related intellectual property. The company's AI-powered Falcon platform drew attention for its role in detecting and attributing such sophisticated threats.
Growth Potential: Participants highlighted the firm's alignment with surging global demand for advanced digital security solutions. Many noted its established leadership in endpoint protection and extended detection as key drivers for sustained expansion.
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 746 times in the past 6 months. Of those trades, 0 have been purchases and 746 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 627 sales selling 174,027 shares for an estimated $86,031,083.
- SAMEER K GANDHI has made 0 purchases and 78 sales selling 32,227 shares for an estimated $20,569,861.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 3 sales selling 40,828 shares for an estimated $18,959,757.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 19 sales selling 37,868 shares for an estimated $16,487,116.
- GERHARD WATZINGER sold 7,500 shares for an estimated $5,250,000
- 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
CrowdStrike Revenue
CrowdStrike had revenues of $1.4B in Q1 2027. This is an increase of 25.57% from the same period in the prior year.
You can track CRWD financials on Quiver Quantitative's CRWD stock page.
You can access data on CRWD stock through the Quiver Quantitative API.
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 GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/15, 03/13 and 1 sale worth up to $15,000 on 04/14.
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 Congress trades endpoint.
CrowdStrike Hedge Fund Activity
We have seen 1,166 institutional investors add shares of CrowdStrike stock to their portfolio, and 1,007 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JENNISON ASSOCIATES LLC removed 1,678,711 shares (-30.5%) from their portfolio in Q1 2026, for an estimated $655,385,561
- DAIWA SECURITIES GROUP INC. removed 1,443,434 shares (-94.9%) from their portfolio in Q1 2026, for an estimated $563,531,067
- PATHSTONE HOLDINGS, LLC removed 1,045,919 shares (-86.6%) from their portfolio in Q1 2026, for an estimated $408,337,236
- JANE STREET GROUP, LLC added 879,090 shares (+2016.7%) to their portfolio in Q1 2026, for an estimated $343,205,526
- BANK OF MONTREAL /CAN/ removed 757,691 shares (-32.9%) from their portfolio in Q1 2026, for an estimated $295,810,143
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 754,600 shares (-86.5%) from their portfolio in Q1 2026, for an estimated $294,603,386
- AGF MANAGEMENT LTD removed 606,914 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $236,945,294
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 13F endpoint.
CrowdStrike Analyst Ratings
Wall Street analysts have issued reports on $CRWD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 06/04/2026
- Citigroup issued a "Buy" rating on 06/04/2026
- BTIG issued a "Buy" rating on 01/13/2026
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 39 analysts offer price targets for $CRWD in the last 6 months, with a median target of $725.0.
Here are some recent targets:
- Fatima Boolani from Citigroup set a target price of $780.0 on 06/04/2026
- Saket Kalia from Barclays set a target price of $675.0 on 06/04/2026
- Shrenik Kothari from Baird set a target price of $520.0 on 06/04/2026
- Gregg Moskowitz from Mizuho set a target price of $700.0 on 06/04/2026
- Shyam Patil from Susquehanna set a target price of $800.0 on 06/04/2026
- Mike Cikos from Needham set a target price of $780.0 on 06/04/2026
- Gray Powell from BTIG set a target price of $764.0 on 06/04/2026
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.
