63 stories mentioning CrowdStrike HoldingsUpdated 2d ago
CEO George Kurtz disclosed multiple June 2026 SEC Form 4 filings selling CrowdStrike shares worth roughly $1.5 million to $2.8 million each.
CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $197.12, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $197.12, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especially for certain vulnerability management names, Morgan Stanley said in a client note.Cybersecurity stocks have rallied about 25% over the last month as worries about the impact of artificial intelligence eased, the investment firm said. Vulnerability management providers, in particular, saw their valuations almost double.Demand for the cybersecurity sector remains healthy, but that still does not justify current prices, Morgan Stanley said."Checks have improved for cybersecurity (quarter over quarter), with indications that they should improve further into (the third quarter), leaving us positive (on) the cyber category as a whole," the firm said. "However, with valuations having almost doubled off the bottoms post (the first quarter), and on-cycle names unlikely to show material inflections, we lean more cautious heading into the on-cycle prints."Morgan Stanley said it is particularly cautious on vulnerability management companies Qualys (QLYS) and Rapid7 (RPD).On the other hand, the brokerage prefers Palo Alto Networks (PANW) and CrowdStrike (CRWD) that it believes are "best positioned" to benefit from the AI-driven consolidation.Morgan Stanley raised the price target to $387 from $320 for Palo Alto and to $227 from $172 for CrowdStrike, while reiterating its overweight rating on both stocks.The firm replaced CrowdStrike with Palo Alto as its "top pick," saying the latter "offers the strongest combination of platform consolidation tailwinds, AI security exposure, and margin expansion at current valuation levels."Morgan Stanley raised the price target for Qualys to $115 from $96, while it downgraded its rating on Rapid7 to underweight from equal-weight."While we agree the category has evolved beyond bug-finding into exposure management, where it is more defensive (versus) AI-natives, we don't believe Rapid7 has executed that pivot successfully enough, as evidenced by just 1.2% revenue growth over the last 12 months," the firm said.Morgan Stanley upgraded Fortinet (FTNT) to equal-weight from underweight and revised its price target to $133 from $80.Price: $143.22, Change: $-13.15, Percent Change: -8.41%
George Kurtz, Director, President and Chief Executive Officer, on July 15, 2026, sold 20,000 shares in CrowdStrike Holdings (CRWD) for $4,124,930. Following the Form 4 filing with the SEC, Kurtz has control over a total of 8,593,544 Class A common shares of the company, with 8,193,544 shares held directly and 400,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000121/xslF345X05/form4-07172026_080701.xml
CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $190.08, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $210.55, Change: $-0.18, Percent Change: -0.09%
George Kurtz, Director, President and Chief Executive Officer, on July 09, 2026, sold 20,000 shares in CrowdStrike Holdings (CRWD) for $3,856,250. Following the Form 4 filing with the SEC, Kurtz has control over a total of 8,633,544 Class A common shares of the company, with 8,233,544 shares held directly and 400,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000117/xslF345X05/form4-07132026_080701.xml
George Kurtz, Director, President and Chief Executive Officer, on June 25, 2026, sold 1,720 shares in CrowdStrike Holdings (CRWD) for $1,196,344. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,080,886 Class A common shares of the company, with 2,080,886 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000095010326009731/xslF345X05/ownership.xml
George Kurtz, Director, President and Chief Executive Officer, on June 25, 2026, sold 3,280 shares in CrowdStrike Holdings (CRWD) for $2,236,497. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,182,606 Class A common shares of the company, with 2,082,606 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000095010326009729/xslF345X05/ownership.xml
CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $722.74, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Anurag Saha, Chief Accounting Officer, on June 24, 2026, sold 1,497 shares in CrowdStrike Holdings (CRWD) for $1,018,694. Following the Form 4 filing with the SEC, Saha has control over a total of 53,223 Class A common shares of the company, with 53,223 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000192160226000008/xslF345X05/form4-06252026_080604.xml
George Kurtz, Director, President and Chief Executive Officer, on June 23, 2026, sold 3,973 shares in CrowdStrike Holdings (CRWD) for $2,695,881. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,186,913 Class A common shares of the company, with 2,086,913 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000103/xslF345X05/form4-06252026_080601.xml
CrowdStrike (CRWD) said Wednesday it is expanding its collaboration with Amazon.com's (AMZN) Amazon Web Services across its project QuiltWorks AI risk framework and Falcon platform to strengthen security for AI applications and cloud workloads.The company said it is extending project QuiltWorks with AWS to harden cloud workload infrastructure against frontier AI vulnerabilities. Organizations running AWS workloads under the framework will gain continuous visibility and risk mitigation support.Separately, CrowdStrike said it is expanding its Falcon AI detection and response capabilities across AWS technologies including Amazon Bedrock, Kiro, and Strands Agents to help organizations detect and mitigate AI runtime risks in applications built on AWS.The company also said it is broadening Falcon platform availability through AWS Marketplace, including 30-day free trials for key products and new integrations such as Quick Start connectors for AWS services and AWS PrivateLink cross-region support to improve onboarding and cloud-scale security operations.Price: $685.51, Change: $+6.01, Percent Change: +0.89%
CrowdStrike (CRWD) said Tuesday that Grant Thornton Advisors has standardized its managed security services operations on the CrowdStrike Falcon platform, anchored by Falcon Complete.As part of the initiative, Grant Thornton Advisors is expanding its global managed security services capabilities to support clients operating across multiple jurisdictions.Financial details were not provided.Price: $690.07, Change: $-2.84, Percent Change: -0.41%
George Kurtz, Director, President and Chief Executive Officer, on June 11, 2026, sold 3,597 shares in CrowdStrike Holdings (CRWD) for $2,478,758. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,122,091 Class A common shares of the company, with 2,122,091 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000087/xslF345X05/form4-06152026_080601.xml
George Kurtz, Director, President and Chief Executive Officer, on June 09, 2026, sold 2,329 shares in CrowdStrike Holdings (CRWD) for $1,490,062. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,229,693 Class A common shares of the company, with 2,129,693 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000080/xslF345X05/form4-06112026_080601.xml
George Kurtz, Director, President and Chief Executive Officer, on June 05, 2026, sold 2,540 shares in CrowdStrike Holdings (CRWD) for $1,743,779. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,134,482 Class A common shares of the company, with 2,134,482 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000076/xslF345X05/form4-06102026_010624.xml
George Kurtz, Director, President and Chief Executive Officer, on June 03, 2026, sold 3,780 shares in CrowdStrike Holdings (CRWD) for $2,760,328. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,238,242 Class A common shares of the company, with 2,138,242 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000071/xslF345X05/form4-06052026_080601.xml
CrowdStrike Holdings (CRWD) shares fell 5.5% on Friday after HSBC adjusted the price target on the stock to $771 from $446, while maintaining buy rating.Trading volume stood at over 3.6 million shares compared with a daily average of nearly 3.5 million.Price: $682.24, Change: $-36.86, Percent Change: -5.13%
CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $708.94, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
The Dow Jones Industrial Average resumed its record-setting advance on Thursday, even as the technology sector underperformed amid a sell-off in Broadcom (AVGO) and CrowdStrike (CRWD) shares.The Dow rose 1.7% to 51,561.9, notching a fresh closing high after falling on Wednesday for the first time in six sessions. The S&P 500 gained 0.4% to 7,584.3, while the Nasdaq Composite fell 0.1% to 26,831.Barring tech and consumer staples, all sectors ended in the green, led by healthcare.In company news, Broadcom shares tumbled nearly 13%, the second-worst performer on the S&P 500 as the company's artificial intelligence revenue outlook fell short of the market's bullish expectations.The company's decision not to upgrade its 2027 guidance for AI sales apparently disappointed investors, especially as the chip designer reported strong semiconductor demand for its fiscal second quarter, UBS Securities analysts said.CrowdStrike reported strong fiscal first-quarter results amid accelerating demand for AI, but questions around performance sustainability remain, BofA Securities said. The stock fell 3.8%.Ciena (CIEN) plunged nearly 14%, the steepest decline on the S&P 500, despite providing an upbeat fiscal third-quarter revenue outlook. The networking systems and software company's results topped market estimates in the prior three-month period."AI and cybersecurity remain important long-term themes, but popular themes can carry heavy expectations," Ruben Dalfovo, investment strategist at Saxo Bank, said in a report. "In a hot market, even excellent earnings may need to bring their own fire extinguisher."UnitedHealth (UNH) climbed 5.2%, the top gainer on the Dow, after BofA Securities upgraded its rating on the stock to buy from neutral.West Texas Intermediate crude oil was down 3% at $93.19 a barrel in Thursday late-afternoon trade, while Brent fell 2.6% to $95.30.Israel and Lebanon agreed to implement a ceasefire, subject to Iran-backed Hezbollah ending all fire and evacuating its operatives from the South Litani Sector, according to a joint statement from the US, Israel and Lebanon released Wednesday.But just hours after the deal, Israeli forces and Hezbollah fighters launched strikes, CNN reported."News that Israel and Lebanon agreed on a ceasefire could potentially open the door for talks to advance," ING Bank said in a report on Thursday. "Every day that passes without a resumption of oil flows (through the Strait of Hormuz) leaves the market increasingly vulnerable. This increases the pressure to strike a deal."In economic news, job cut announcements in May hit the highest for the month since 2020, Challenger, Gray & Christmas said Thursday, while US weekly applications for unemployment insurance rose unexpectedly."On top of the headline AI story, we're seeing a sharp rise in cuts tied to acquisitions and mergers and a jump in bankruptcy-related losses, which tells me companies are restructuring aggressively as they reposition for an AI-driven economy," Andy Challenger, the firm's chief revenue officer, said in a statement. "The labor market is being reshaped by technology in real time."The Challenger report arrives a day before the May nonfarm payrolls release. Economists surveyed by Bloomberg expect 85,000 new jobs, down from 115,000 in April, with the unemployment rate seen holding at 4.3%.US Treasury yields were lower, with the 10-year rate down 2.4 basis points at 4.48%, and the two-year rate falling three basis points to 4.06%.Gold was last up 0.9% at $4,507 per troy ounce, while silver rose 0.8% to $74.31 per ounce.
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