Earnings Anticipation: Social media traders are closely watching CrowdStrike ahead of its quarterly earnings release, noting recent price target upgrades and resilient performance while broader indices decline. Discussions highlight expectations for strong free cash flow and subscription growth, with some positioning for a potential beat.
AI Competition Concerns: Lingering fears from AI-driven security tools like recent announcements have sparked debate, yet many emphasize the company's entrenched endpoint protection moat and integration of AI enhancements. Sentiment reflects confidence in sustained demand amid rising cyber threats.
Relative Strength: Amid SaaS sector volatility, CrowdStrike shows encouraging relative gains, fueling optimism for raised guidance in a cybersecurity landscape increasingly vital during geopolitical tensions.
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 164 times in the past 6 months. Of those trades, 0 have been purchases and 164 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 60 sales selling 77,985 shares for an estimated $35,990,063.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 7 sales selling 68,022 shares for an estimated $33,954,383.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 20 sales selling 32,680 shares for an estimated $15,453,517.
- SAMEER K GANDHI has made 0 purchases and 43 sales selling 18,723 shares for an estimated $9,262,732.
- 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 6 sales selling 6,362 shares for an estimated $3,090,059.
- JOHANNA FLOWER has made 0 purchases and 24 sales selling 5,347 shares for an estimated $2,538,161.
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 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 MARJORIE TAYLOR GREENE purchased up to $15,000 on 09/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CrowdStrike Hedge Fund Activity
We have seen 1,081 institutional investors add shares of CrowdStrike stock to their portfolio, and 925 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
- VESTOR CAPITAL, LLC removed 977,184 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $479,191,489
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 659,705 shares (+310.0%) to their portfolio in Q4 2025, for an estimated $309,243,315
- TIGER GLOBAL MANAGEMENT LLC removed 500,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $245,190,000
- ASSENAGON ASSET MANAGEMENT S.A. added 499,353 shares (+232.5%) to their portfolio in Q4 2025, for an estimated $234,076,712
- BLACKROCK, INC. added 479,026 shares (+2.3%) to their portfolio in Q4 2025, for an estimated $224,548,227
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:
- 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 38 analysts offer price targets for $CRWD in the last 6 months, with a median target of $550.0.
Here are some recent targets:
- Richard Poland from Wells Fargo set a target price of $450.0 on 03/03/2026
- Gray Powell from BTIG set a target price of $499.0 on 03/02/2026
- Rob Owens from Piper Sandler set a target price of $520.0 on 03/02/2026
- Shrenik Kothari from Baird set a target price of $450.0 on 03/02/2026
- Peter Levine from Evercore ISI Group set a target price of $375.0 on 02/25/2026
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $520.0 on 02/24/2026
- Shaul Eyal from TD Cowen set a target price of $480.0 on 02/24/2026
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.
