Cary Davis Buys Shares of CrowdStrike Holdings, Inc.
Cary Davis acquired 26 shares of CrowdStrike Holdings on June 18, 2026.
Key Points
- Cary Davis purchased 26 shares of CrowdStrike Holdings, Inc. on June 18, 2026.
- CrowdStrike's stock traded at $684.86 on Tuesday, with a market cap of $171.9 billion.
- Analysts from UBS and Citigroup maintained 'buy' ratings with targets of $790 and $780 respectively.
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Cary Davis bought 26 shares of CrowdStrike Holdings, Inc. on June 18, 2026. This transaction wasn't part of a pre-arranged trading plan. Shares of NasdaqGS:CRWD traded at $684.86 on Tuesday.
Other Institutional Activity in CrowdStrike
BlackRock, Inc. increased its holdings by 218,543 shares, bringing its total to 21,373,637 shares valued at approximately $8.34 billion. Vanguard Capital Management LLC opened a new position with 15,965,393 shares worth about $6.23 billion. State Street Corp trimmed its stake by 24,556 shares, now holding 11,137,162 shares valued at $4.35 billion. Morgan Stanley added 341,278 shares, totaling 6,557,957 shares worth around $2.56 billion. Vanguard Portfolio Management LLC also initiated a new position with 6,033,794 shares valued at $2.36 billion.
CrowdStrike Holdings, Inc. Stock Up 209.3%
On Tuesday, CrowdStrike Holdings, Inc. traded at $684.86. The company has a market cap of $171.9 billion and a forward P/E ratio of 108.1. Its beta is 1.244, indicating a slightly higher volatility compared to the market. The stock's 52-week range is between $342.72 and $785.66. It has a 50-day moving average of $565.55 and a 200-day moving average of $489.41. CrowdStrike maintains a current ratio of 1.53 and a quick ratio of 1.33, with a debt-to-equity ratio of 17.57.
$CRWD stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
CrowdStrike reported revenue of $5.09 billion, showing a growth of 25.6%. The company recorded a net margin of -0.60% and a return on equity of -0.25%. Despite these challenges, analysts maintain a positive outlook. The next earnings report is expected on September 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.
On June 18, 2026, several insiders were active. Johanna Flower acquired 18 shares, while Gerhard Watzinger bought 43 shares. Laura Schumacher and Denis O'Leary purchased 23 and 20 shares, respectively. Meanwhile, President and CEO George Kurtz sold 2,500 shares at an average price of $678.30 under a planned sale.
Analysts Set New Price Targets
On June 4, 2026, multiple firms updated their views on CrowdStrike. UBS and Citigroup maintained their 'buy' ratings with price targets of $790 and $780, respectively. Other firms like Macquarie and B of A Securities held 'hold' ratings with targets of $660 and $750.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. is a technology company based in Austin, Texas, specializing in cybersecurity solutions. It offers various cloud-delivered services such as endpoint protection and identity management through its Falcon platform. The company operates on a subscription-based model, focusing on protecting data and managing security threats for businesses worldwide. Led by CEO George R. Kurtz, CrowdStrike employs over 11,000 people.
Bottom Line
Cary Davis's purchase of CrowdStrike shares is a notable insider activity, reflecting confidence in the company's prospects. CrowdStrike remains a key player in the cybersecurity sector, with a strong market position and consistent analyst interest. Investors should note that insider trades like this are reported after they occur and may not indicate current positions.
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