CrowdStrike CEO George Kurtz Sells Shares in Planned Transaction
CrowdStrike's CEO, George Kurtz, sold 2,500 shares in a scheduled transaction.
Key Points
- CrowdStrike CEO George Kurtz sold 2,500 shares on June 26, 2026, at an average price of $692.93, totaling approximately $1.73 million.
- CrowdStrike shares traded near $701.09 on Tuesday, with a market cap of about $178.47 billion and a forward P/E ratio of 112.33.
- BlackRock increased its stake by 218,543 shares, while Vanguard Capital Management opened a new position with 15,965,393 shares.
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George Kurtz, the President and CEO of CrowdStrike Holdings, Inc. (NasdaqGS: CRWD), sold 2,500 shares of the company on June 26, 2026. The sale was part of a planned transaction, with the shares sold at an average price of $692.93, amounting to roughly $1.73 million.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
George Kurtz has been actively selling shares as part of a planned arrangement. On June 26, 2026, he sold 2,500 shares for $692.93 each. This follows similar sales on June 25 and June 24, where he sold 2,500 shares at prices of $680.21 and $676.54, respectively. Anurag Saha, the Chief Accounting Officer, also sold 1,497 shares on June 24 at $680.49 each.
Other Institutional Activity in CrowdStrike Holdings
BlackRock, Inc. increased its holdings in CrowdStrike 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, valued at about $6.23 billion. State Street Corp reduced its holdings slightly by 24,556 shares to a total of 11,137,162 shares, worth around $4.35 billion. Morgan Stanley increased its holdings by 341,278 shares, ending with 6,557,957 shares valued at $2.56 billion.
CrowdStrike Holdings, Inc. Stock Up 240.2%
Shares of CrowdStrike Holdings, Inc. (NasdaqGS: CRWD) traded near $701.09 on Tuesday. The company boasts a market cap of approximately $178.47 billion and a forward P/E ratio of 112.33, indicating high growth expectations. The stock has a 52-week low of $342.72 and a high of $785.66, with a 50-day moving average of $594.02 and a 200-day moving average of $495.98.
$CRWD stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
CrowdStrike's recent earnings report showed revenue of about $5.09 billion, with a growth rate of 25.6%. Despite the growth, the company reported a net margin of -0.598% and a return on equity of -0.249%, indicating challenges in profitability. 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.
Analysts Set New Price Targets
On June 4, 2026, several analysts maintained their ratings on CrowdStrike. UBS and Citigroup both maintained a "buy" rating with price targets of $790 and $780, respectively. Macquarie and B of A Securities maintained "hold" ratings with targets of $660 and $750. The overall analyst consensus remains a "buy," with an average target price of $713.32 based on 50 analyst opinions.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. is a technology company based in Austin, Texas, specializing in cybersecurity solutions. It offers a cloud-delivered platform for protecting endpoints, cloud workloads, identities, and data through a subscription-based model. Founded in 2011, the company is led by CEO George R. Kurtz and employs over 11,000 people. CrowdStrike's services include security and vulnerability management, identity protection, and AI-powered workflow automation.
Bottom Line
George Kurtz's planned sales reflect a routine action for executives, not necessarily a reflection of CrowdStrike's performance. Institutional interest remains strong, with major firms adjusting their stakes. As a leader in cybersecurity, CrowdStrike continues to attract attention from analysts and investors. As always, remember that 13F filings and insider transactions are backward-looking and may not represent current positions.
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