CrowdStrike jumps as post-split momentum and bullish analyst views lift shares

CrowdStrike Holdings (CRWD) is up 7.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of post-split momentum and renewed bullish positioning around CrowdStrike’s growth outlook. This could be because investors are still reacting to the company’s recently raised fiscal 2027 ARR outlook, strong cash generation, and fresh analyst target updates that kept positive ratings in place after the stock’s 4-for-1 split.

Details:

CrowdStrike announced first-quarter fiscal 2027 results in early June that included record net new ARR of $256 million, record operating cash flow of $591 million, and record free cash flow of $468 million.

The company also raised its full-year net new ARR growth guidance, signaling management sees stronger demand trends ahead, helped by platform adoption, partner engagement, and AI-related security spending.

CrowdStrike’s 4-for-1 stock split began trading on a split-adjusted basis on July 2, a change the company framed as making the shares more accessible to investors.

Analyst commentary has remained constructive after the split, including a target reset that kept a Buy rating and another recent target increase tied to AI growth expectations.

Sources:

CrowdStrike Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CRWD Insider Trading Activity

$CRWD insiders have traded $CRWD stock on the open market 1229 times in the past 6 months. Of those trades, 0 have been purchases and 1229 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 1078 sales selling 275,194 shares for an estimated $129,826,625.
SAMEER K GANDHI has made 0 purchases and 95 sales selling 37,183 shares for an estimated $24,418,903.
MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 3 sales selling 41,583 shares for an estimated $21,827,248.
BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 32 sales selling 35,750 shares for an estimated $17,216,137.
GERHARD WATZINGER has made 0 purchases and 2 sales selling 10,000 shares for an estimated $6,963,100.
ANURAG SAHA (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 4 sales selling 7,513 shares for an estimated $4,018,782.
JOHANNA FLOWER has made 0 purchases and 15 sales selling 3,402 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.

$CRWD Hedge Fund Activity

We have seen 1,127 institutional investors add shares of $CRWD stock to their portfolio, and 832 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.

$CRWD 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.

$CRWD 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:

Stifel issued a "Buy" rating on 07/07/2026
UBS issued a "Buy" rating on 06/04/2026
Citigroup issued a "Buy" rating on 06/04/2026

To track analyst ratings and price targets for $CRWD, check out Quiver Quantitative's $CRWD forecast page.

$CRWD 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 $700.0.

Here are some recent targets:

Mike Cikos from Needham set a target price of $235.0 on 07/09/2026
Yi Fu Lee from Benchmark set a target price of $230.0 on 07/08/2026
Adam Borg from Stifel set a target price of $220.0 on 07/07/2026
Keith Weiss from Morgan Stanley set a target price of $172.0 on 07/07/2026
Roger Boyd from UBS set a target price of $235.0 on 07/07/2026
Saket Kalia from Barclays set a target price of $169.0 on 07/06/2026
Catharine Trebnick from Rosenblatt set a target price of $825.0 on 06/23/2026

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.