Kurtz George sold $49K of CRWD

CrowdStrike said demand for its Falcon platform and broader security offerings remains strong as cybersecurity spending grows, including amid AI adoption, according to management. The company raised full-year ARR guidance to $6.53B–$6.56B and increased revenue and earnings guidance. Analysts: 34 “Strong Buy,” 3 “Moderate Buy,” 11 “Hold,” 2 “Strong Sell” (consensus “Moderate Buy”); mean target $723.74 and high $825.

Zscaler shares fell more than 31% after fiscal Q3 2026 results, despite revenue of $850M+ (+25% YoY vs. $835M est.) and adjusted EPS of $1.08 (+28% YoY vs. $1.01 est.). The company raised full-year revenue growth to 24.6%–24.7% but cut its free-cash-flow margin outlook (midpoint 26.75% to 23.1%) and guided 16%–17% ARR growth next year. CrowdStrike slipped about 7% after fiscal Q1 2027 beats and a raise; revenue was $1.39B (+26% YoY), EPS $1.10 (+51% YoY), and net new ARR growth guidance increase

OLEARY DENIS sold 19,250 indirectly-held shares of CrowdStrike Holdings, Inc. (CRWD) at an average of $685.58 ($684.18–$688.40, $13.20M total) across 15 trades on 2026-06-05.

Watzinger Gerhard sold 7,500 indirectly-held shares of CrowdStrike Holdings, Inc. (CRWD) at $700.00 ($5.25M total) on 2026-06-05.

Rosenblatt raised its CrowdStrike (CRWD) price target to $825 from $640 and kept a Buy rating after what it called an “outstanding” fiscal Q1. The firm said shares fell about 11% after hours, attributing it to profit taking after an ~87% post-earnings rise, and cited the “Mythos moment” and Falcon’s role in AI cybersecurity. Wedbush also raised its target to $720 from $700, maintaining Outperform.

CrowdStrike shares fell after fiscal Q1 results, despite the company raising its full-year ARR growth outlook to 27%–29% from 23%–24%, according to the report. Ending ARR rose 24% to $5.51B and net new ARR 32% to $256M. Revenue grew 26% to $1.39B; adjusted EPS rose 51% to $1.10. Fiscal 2027 revenue guidance was $5.915B–$5.959B and adjusted EPS $4.88–$4.96.