CrowdStrike (CRWD) CEO Kurtz George Sells $2.7M of Stock
CrowdStrike's CEO sold shares worth nearly $2.7 million, continuing a pattern of insider trading.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kurtz George, PRESIDENT AND CEO at CrowdStrike Holdings, Inc. ($CRWD), sold 10,000 shares at an average price of $269.89, worth about $2.70 million, on October 9, 2026. The trade was reported to the SEC in a Form 4 filing and was made under a pre-arranged Rule 10b5-1 trading plan.
Since the trade, $CRWD is down 17.3% after 1 week and down 17.3% to date (from the $275.04 close on Oct 9, 2026).
Key Points
- On October 9, 2026, Kurtz George sold 10,000 shares of CrowdStrike at a price of $269.89, totaling about $2.7 million.
- Currently, CrowdStrike shares are trading recently around $227.73, which is below their 50-day moving average of $232.08.
- Analysts have mixed views, with a consensus target price of $246.15, indicating potential upside from the recent trading levels.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated CrowdStrike Holdings, Inc. alert may contain errors. Disclosures
Kurtz George, the President and CEO of CrowdStrike Holdings, Inc. (CRWD), sold 10,000 shares on October 9, 2026, at a price of $269.89, bringing in about $2.7 million. This sale was part of a planned transaction, which means it was likely arranged in advance under a Rule 10b5-1 plan.
Other Institutional Activity in CrowdStrike
Several institutional investors have recently adjusted their positions in CrowdStrike. Blackrock Inc. grew its holdings by 472,366 shares, ending with 21,846,397 shares valued at about $4.97 billion. Vanguard Capital Management LLC added 241,067 shares to its total, bringing its stake to 16,205,746 shares worth approximately $3.68 billion. State Street Corporation also increased its position by 446,604 shares, resulting in a total of 11,583,850 shares valued at about $2.63 billion. Invesco Ltd. raised its holdings by 735,142 shares, totaling 8,392,874 shares worth around $1.91 billion. Lastly, JPMorgan Chase & Co. significantly boosted its stake by 4,586,024 shares, ending with 8,174,463 shares valued at approximately $1.86 billion.
CrowdStrike Holdings, Inc. Stock Down 8.6%
CrowdStrike shares recently traded around $227.73, which is below their 50-day moving average of $232.08, but significantly above their 52-week low of $85.68. The stock has also seen a decline of about 20.6% from its 52-week high of $286.99. The current price is about 7.5% below the analysts' mean price target of $246.15.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of about $5.40 billion, showing a year-over-year growth of 25.8%. The company's earnings per share (EPS) stands at $0.06, reflecting its ongoing efforts to improve profitability. The next earnings report is scheduled for December 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
29 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
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Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
29 target raises, 1 target cut.
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Earnings quality
Gross margin up 1.5 points. Operating margin up 9.1 points. Positive free cash flow.
Earnings Call Summary
CrowdStrike delivered record results with net new ARR of $221 million and ending ARR of $4.66 billion, up 20 percent year over year. The company beat all guided metrics, driven by artificial intelligence demand and strong Falcon Flex adoption with over 1,000 customers. Management announced the acquisition of ONEM to enhance next-generation SIEM with faster data processing and lower costs, positioning them for accelerated growth.
Guidance The company expects revenue between $4.7495 and $4.8055 billion for the full year, growing 20 to 22 percent. They guided for net new ARR to grow at least 40 percent in the second half and aim to exceed $5 billion in ending ARR by year-end.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
In addition to Kurtz's recent sale, there have been other insider transactions. On October 1, 2026, Officer Anurag Saha sold 24,776 shares, valued at about $6.5 million. CEO George Robert Kurtz sold 20,000 shares on October 5 and another 20,000 shares on October 7, totaling around $5.4 million and $5.5 million respectively. After Kurtz's sale on October 9, he sold an additional 28,920 shares on October 12, valued at about $7.7 million.
Analysts Set New Price Targets
On October 8, 2026, BMO Capital maintained an Outperform rating and raised its price target to $295.00 from $235.00. Amerx initiated an Underweight rating with a target of $212.00 on the same day. On the same day as Kurtz's sale, Needham maintained its Buy rating and increased its target to $310.00 from $250.00. Wells Fargo later maintained its Overweight rating and raised its target to $300.00 on October 13, 2026. Freedom Broker also maintained a Buy rating with a new target of $320.00 on October 14, 2026. The consensus among analysts is a Buy rating with a mean target price of $246.15, based on 50 opinions.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. provides cybersecurity solutions both in the U.S. and globally. Its platform offers cloud-based protection for endpoints, cloud workloads, identities, and data through a subscription model. This recent insider trading activity may reflect the company's ongoing strategic adjustments and market positioning.
Bottom Line
Investors should keep an eye on CrowdStrike's upcoming earnings report on December 1, 2026, as well as any further insider trading activities. The mixed signals from analysts suggest a cautious outlook in light of recent share price movements.
Source: Kurtz George's Form 4 filing on $CRWD (Oct 9, 2026). Find the original filing: CRWD Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
