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CrowdStrike Holdings

CrowdStrike Holdings

$CRWD
NASDAQTechnology

117 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.

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Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.

What's the latest news on CrowdStrike Holdings?

Wire

CrowdStrike, SailPoint, Tenable, Varonis Integrate With Claude Compliance API

CrowdStrike Holdings (CRWD), SailPoint (SAIL), Tenable Holdings (TENB) and Varonis Systems (VRNS) on Thursday announced integrations with Anthropic's Claude Compliance API to expand visibility, governance and security controls around enterprise AI usage.The integrations are designed to help companies monitor Claude activity as AI tools become embedded in workflows, providing visibility into user activity, compliance monitoring, threat detection and governance controls.CrowdStrike said the integration brings Claude Enterprise and Claude Platform activity into its Falcon platform for centralized "visibility, detection, response, and governance," while SailPoint said its connector gives organizations "essential visibility and governance" and addresses risks tied to "Shadow AI."Varonis said the integration brings Claude activity into its Atlas AI Security Platform, enabling monitoring, alerts and governance capabilities. Tenable said its integration allows organizations to "secure their AI estate with deterministic precision" and move "from reactive security protocols to proactive, machine-speed exposure management."Price: $648.94, Change: $-1.17, Percent Change: -0.18%

$CRWD$SAIL$TENB$VRNS
Research

Wells Fargo Adjusts Price Target on CrowdStrike to $700 From $525, Maintains Overweight Rating

CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $532.16, according to analysts polled by FactSet.

$CRWD
Wire

CrowdStrike Faces Strong Demand Across Falcon Platform, Morgan Stanley Says

CrowdStrike (CRWD) is facing healthy demand across its Falcon platform, momentum in Falcon Flex, growing interest in artificial intelligence-driven security offerings, and solid large-deal activity, supporting a positive outlook ahead of Q1 earnings, Morgan Stanley said in a note Wednesday.Next-Gen Security Information and Event Management stood out as one of the strongest growth drivers, with partners highlighting CrowdStrike's pricing and architecture advantages versus legacy SIEM vendors, according to the note.Falcon Flex remained a strong contributor, particularly for large platform consolidation opportunities and net-new customer deployments, although partners noted that the largest momentum comes from greenfield opportunities versus renewals, the brokerage said.While it is too early for monetization, partners highlighted growing customer engagement around AI governance and AI security use cases, the brokerage added.CrowdStrike is scheduled to report its Q1 financial results on June 3.Morgan Stanley kept an overweight rating on CrowdStrike and raised the price target to $610 from $510.Price: $628.81, Change: $+11.93, Percent Change: +1.93%

$CRWD
Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Crowdstrike Holdings Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target to $695 from $487, on a EV/S of 24x our FY 28 sales projection of $7.185B. We raise our FY 27 EPS forecast to $4.87 from $4.86 and our FY 28 EPS view to $6.19 from $6.12. We reiterate our belief that AI will be a tailwind for the cybersecurity industry as AI tools and agents accelerate security problems for organizations. The attention (government briefings, launch of Project Glasswing, etc.) around Anthropic's Mythos, its most powerful model and a significant security risk, underscores the urgency for security capabilities to keep pace with AI technologies. This should benefit leading vendors like CRWD (one of the first security firms asked to participate) that are rapidly expanding their offerings with AI-focused solutions (e.g., Falcon AIDR, Charlotte Agentic SOAR). Additionally, the deployment of AI Agents is likely to continue accelerating demand for CRWD's Endpoint Security solutions, and across the broader platform in categories such as next-gen SIEM and Identity protection.

$CRWD
Insider Trading

Crowdstrike Holdings Insider Sold Shares Worth $1,350,402, According to a Recent SEC Filing

George Kurtz, Director, President and Chief Executive Officer, on May 01, 2026, sold 2,882 shares in Crowdstrike Holdings (CRWD) for $1,350,402. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,192,022 Class A common shares of the company, with 2,192,022 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000034/xslF345X05/form4-05052026_090502.xml

$CRWD
Insider Trading

CrowdStrike Holdings Insider Sold Shares Worth $2,273,648, According to a Recent SEC Filing

George Kurtz, Director, President and Chief Executive Officer, on April 27, 2026, sold 5,000 shares in CrowdStrike Holdings (CRWD) for $2,273,648. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,308,973 Class A common shares of the company, with 2,208,973 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000027/xslF345X05/form4-04292026_080401.xml

$CRWD
Wire

CrowdStrike Shares Rise After Mizuho Upgrade

CrowdStrike (CRWD) shares were up about 1.6% in Monday trading after Mizuho upgraded the stock to outperform from neutral and boosted its price target to $520 from $490.Trading volume stood at more than 1.4 million shares, compared with a daily average of about 4.2 million.Price: $455.31, Change: $+7.18, Percent Change: +1.60%

$CRWD
Research

Mizuho Upgrades CrowdStrike Holdings to Outperform From Neutral, Adjusts PT to $520 From $490

CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $486.25, according to analysts polled by FactSet.

$CRWD
Insider Trading

CrowdStrike Holdings Insider Sold Shares Worth $1,890,709, According to a Recent SEC Filing

George Kurtz, Director, President and Chief Executive Officer, on April 21, 2026, sold 4,161 shares in CrowdStrike Holdings (CRWD) for $1,890,709. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,319,812 Class A common shares of the company, with 2,219,812 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000018/xslF345X05/form4-04232026_080401.xml

$CRWD
Wire

Cantor Fitzgerald Raises Price Target on CrowdStrike to $550 From $520

CrowdStrike (CRWD) has an average rating of overweight and mean price target of $484.57, according to analysts polled by FactSet.Price: $442.25, Change: $-24.43, Percent Change: -5.23%

$CRWD
Wire

CrowdStrike Expands Real-Time Cloud Detection, Response Capabilities to Google Cloud

CrowdStrike (CRWD) said Wednesday it has expanded its real-time cloud detection and response capabilities to Alphabet's (GOOG, GOOGL) Google Cloud.The company said it also extended its CrowdStrike Falcon platform to regional Google Cloud infrastructure, which will help customers meet operational and data sovereignty requirements.Financial terms of the collaboration were not provided.Price: $457.73, Change: $+8.12, Percent Change: +1.80%

$CRWD$GOOG$GOOGL
Wire

CrowdStrike to Benefit From Higher Cybersecurity Spend, KeyBanc Says

CrowdStrike (CRWD) is positioned to benefit from accelerating cybersecurity spending driven by disruption fears stemming from Anthropic's restricted-access advanced Claude Mythos model, KeyBanc said in a Monday research note.KeyBanc sees CrowdStrike's core runtime protection abilities as the "enduring mission-critical function" for protection against attacks should a Mythos-like model becomes generally available, according to the note.The company's Falcon platform is well-positioned with many sectors of spending that are likely to be prioritized in expectation of risks posed by Mythos, analysts wrote.The company is a partner in Anthropic's Project Glasswing designed to test Mythos against cyber threats, which is expected to offer an incremental competitive advantage, KeyBanc stated.The brokerage said it upgraded the stock to overweight from sector weight and set a price target of $525 per share.Price: $452.77, Change: $+19.62, Percent Change: +4.53%

$CRWD
Sectors

Sector Update: Tech Stocks Advance Pre-Bell Tuesday

Technology stocks were advancing pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) up 0.3% and the State Street SPDR S&P Semiconductor ETF (XSD) 2% higher.CrowdStrike (CRWD) shares were up more than 1% after the company said it has expanded its go-to-market strategy across Japan and Asia Pacific, aiming to boost cybersecurity adoption among small and medium-sized businesses, or SMBs.Core Scientific (CORZ) stock was up more than 2% after the company said its Core Scientific Finance I unit plans to launch a private offering of $3.3 billion worth of senior secured notes due 2031.Sony Group (SONY) and Honda Motor (HMC) will scale down operations of their Sony Honda Mobility joint venture, citing difficulty in finding ways to bring products and services to the market in the short to medium term, the companies said. Sony Group shares were down more than 1% premarket.

$CORZ$CRWD$HMC$SONY$XLK$XSD
Sectors

Sector Update: Tech

Technology stocks were advancing pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) up 0.3% and the State Street SPDR S&P Semiconductor ETF (XSD) 2% higher.CrowdStrike (CRWD) shares were up more than 1% after the company said it has expanded its go-to-market strategy across Japan and Asia Pacific, aiming to boost cybersecurity adoption among small and medium-sized businesses, or SMBs.

$CRWD
Research

KeyBanc Upgrades CrowdStrike to Overweight From Sector Weight, Price Target is $525

CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $484.57, according to analysts polled by FactSet.

$CRWD
Wire

Microsoft, Salesforce Recent Sell-Offs Disconnected From Emerging AI Monetization Opportunities, Wedbush Says

Microsoft (MSFT), Salesforce (CRM) and ServiceNow's (NOW) recent sell-offs amid the broader software disposal are disconnected from the AI opportunities over the coming years, with enterprises moving to integrate AI across their tech stacks on a priority, Wedbush said in a note Monday.The brokerage said its tech team has seen a rapid pace of enterprise AI adoption over the past few weeks, as per conversations with multiple customers and partners across the board including throughout Asia, furthering its enterprise software sector AI monetization thesis.Increased AI usage is also lowering the cost and skill required to execute sophisticated cyber attacks, Wedbush said, adding that AI in cybersecurity does not reduce the need for endpoints and their vendors, but multiplies it as more enterprises deploy LLM-powered agents, meaning more run-time monitoring and identity governance.In this context, Wedbush said its favorites included CrowdStrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS), Check Point Software (CHKP), and Rubrik (RBRK).Price: $378.62, Change: $+7.75, Percent Change: +2.09%

$CHKP$CRM$CRWD$MSFT$NOW$PANW$RBRK$ZS
US Markets

Cloudflare Sell-Off Offers Buying Opportunity as Project Glasswing Concerns 'Overblown,' Oppenheimer Says

Cloudflare's (NET) stock sell-off offers a buying opportunity, while concerns around Project Glasswing are "overblown" as the cloud-services company is seen benefitting from a projected exponential growth in agentic artificial intelligence applications, Oppenheimer said Friday.Oppenheimer's upbeat outlook for Cloudflare comes as its shares tumbled 8.6% Thursday, which the brokerage attributed to competitive concerns around Anthropic's Project Glasswing initiative and a broader market weakness. Cloudflare shares were down 13% in Friday late-afternoon trade, bringing its year-to-date losses to nearly 15%.Project Glasswing is a cross-industry coalition formed to "secure the world's most critical software," Anthropic said in a statement. The alliance, which will be using Anthropic's unreleased Claude Mythos frontier model, includes Amazon (AMZN) Web Services, Apple (AAPL), Broadcom (AVGO), Cisco (CSCO), CrowdStrike (CRWD), Alphabet's (GOOG, GOOGL) Google, JPMorgan Chase (JPM), Microsoft (MSFT), Nvidia (NVDA), and Palo Alto Networks (PANW).Cloudflare is not part of the coalition.The concerns over Project Glasswing are "overblown," with the Cloudflare stock sell-off providing a "tactical buying opportunity," Oppenheimer analysts Param Singh and Jake Heimowitz said in a note to clients Friday. Claude Mythos will "proactively find and fix vulnerabilities across critical infrastructure," they said."We want to highlight that Cloudflare's security sales are tied to its physical network, which is necessary to funnel data traffic," the analysts wrote. "We see Cloudflare as a beneficiary of this growing sophistication in frontier models, which will support exponential growth in agentic AI applications and benefit Cloudflare across delivery, security, and compute."Cloudflare handles roughly 20% of global internet traffic volume, with Oppenheimer seeing the company as a share gainer and beneficiary from an "increasingly agentic web," the analysts said. Agentic AI is expected to drive data traffic growth at a compound annual growth rate of more than 20%, according to the note.The brokerage, which has an outperform rating on the Cloudflare stock, said its checks indicate an accelerating customer spend with the company amid "higher security module and compute attach."Price: $167.26, Change: $-25.79, Percent Change: -13.36%

$AAPL$AMZN$AVGO$CRWD$CSCO$GOOG$GOOGL$JPM$MSFT$NET$NVDA$PANW

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