CrowdStrike (CRWD) CEO George Kurtz Sells $2.3M of Stock
Key Points
- CrowdStrike President and CEO George Kurtz sold 10,000 shares of CrowdStrike Holdings, Inc. on October 16, 2026, for roughly $2.3 million under a pre-arranged plan.
- After the trade, George Kurtz holds 7,441,504 $CRWD shares, down 0.13% from before the trade.
- CrowdStrike Holdings, Inc. recently posted trailing-twelve-month revenue of $5.40 billion with net income yielding positive trailing earnings per share of $0.06.
- Wall Street analysts maintain a consensus buy rating on CRWD with a mean price target of $246.15 ahead of the company's next earnings report on December 1, 2026.
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CrowdStrike Holdings, Inc. President and CEO George Kurtz sold 10,000 shares of the company on October 16, 2026, according to a Form 4 filing with the Securities and Exchange Commission.
CRWD
CrowdStrike Holdings, Inc.
Inside George Kurtz's CrowdStrike Trade
The transaction was executed at an average price of $230.80 per share, totaling about $2.31 million. The sale took place under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, the chief executive still holds 7,441,504 shares of the cybersecurity firm directly, representing a tiny reduction of about 0.13% in his total personal holdings.
Other Institutional Activity in CrowdStrike Holdings, Inc.
Concurrent Investment Advisors grew its holdings by 154,106 shares, ending with 190,640 shares worth about $50.47 million. AdvisorNet Financial grew its holdings by 5,991 shares, ending with 7,832 shares worth about $1.95 million. B. Riley Wealth Advisors grew its holdings by 79,541 shares, ending with 103,966 shares worth about $27.52 million. Foster Group grew its holdings by 1,853 shares, ending with 2,460 shares worth about $651,285. First Citizens Bank & Trust grew its holdings by 15,390 shares, ending with 15,891 shares worth about $4.21 million.
CrowdStrike Holdings, Inc. Stock Down 8.5%
The stock recently traded around $228.16 as of October 20, 2026, up about 0.3% from its closing price of $227.39 on the day of the CEO's trade. Shares trade about 20.5% below their 52-week high of $286.99 and sit comfortably above their 200-day moving average of $159.39.
Recent Earnings
CrowdStrike brought in $5.40 billion in trailing-twelve-month revenue. The cybersecurity provider generated positive earnings of $0.06 per share over the same period. Profitability metrics show a net margin of 0.8% and a return on equity of 1.5%. The company's next quarterly financial report is scheduled for release on 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.
Earlier insider activity included multiple transactions by the chief executive. On October 9, 2026, George Kurtz sold 10,000 shares under a planned schedule at an average price of $269.89 for a total value of $2.69 million. On October 12, 2026, he sold another 1,080 shares at $272.81 for $294,634, followed by non-planned sales of 28,920 shares and 1,080 shares on the same date. Additionally, director Johanna Flower sold 9,896 shares on October 16, 2026, cutting her stake by about 3.2%.
Analysts Set New Price Targets
Wells Fargo maintained an Overweight rating on October 13, 2026, raising its target from $235.00 to $300.00. Freedom Broker maintained a Buy rating on October 14, 2026, lifting its target from $260.00 to $320.00. BTIG maintained a Buy rating on October 14, 2026, boosting its target from $245.00 to $312.00. Citigroup maintained a Buy rating on October 15, 2026, pushing its target from $260.00 to $295.00. Keybanc maintained an Overweight rating on October 16, 2026, lifting its target from $245.00 to $265.00. Overall, the stock holds a consensus buy rating from 50 analysts.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. builds cloud-native security software that protects enterprise endpoints, cloud workloads, identities, and data. The Austin, Texas-based company delivers its protection through a software-as-a-service model, helping organizations stop modern digital threats across their networks.
Bottom Line
The CEO's planned sale represents a minor trim of his large ownership stake in the firm. Investors will look toward the company's upcoming earnings update on December 1, 2026, for further insight into customer growth and recurring revenue trends.
Related Filing Alerts
Source: George Kurtz's Form 4 filing on $CRWD (Oct 16, 2026). Written by software, not financial advice. How we make alerts