CrowdStrike Holdings, Inc. (CRWD) research: valuation against peers, fundamentals over time, risk and news coverage
CRWD
CrowdStrike Holdings, Inc.No data in this window.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- SPECIAL REPORTNEUTRALCrowdstrike, Natera Executives Sell Tens of Millions in Stock
Crowdstrike president Michael Sentonas sold $64.2 million in stock, the largest of four insider sales disclosed this week that also included Natera's CEO, its president, and Spyre Therapeutics' chief legal officer.
- SPECIAL REPORTNEUTRALExecutives Cash Out Across Tech: CrowdStrike, C3.ai, Fastly Insiders Sell Big
CrowdStrike's CFO sold $125.5 million in shares this week, part of a broader cluster of insider sales at tech and healthcare names including C3.ai, Fastly, GigaCloud, Natera and Lumentum.
- MARKET REPORTBULLISHCybersecurity Stocks Rally as Investors Rotate Out of AI Chip Bets
CrowdStrike, Palo Alto Networks and SentinelOne rallied this week while AI chip stocks fell, as investors grew more worried about AI-powered cyberthreats and less certain about further chip demand growth.
- SPECIAL REPORTBEARISHExecutives Across Biotech, Software and Media Sold Over $80 Million in Stock in a Single Stretch
Illumina director Keith Meister sold $57.2 million in stock, the largest of at least seven insider sales disclosed in the period, together totaling well over $80 million across unrelated sectors.
- SPECIAL REPORTNEUTRALSnowflake, CrowdStrike Insiders Sell Over $100 Million Combined in Days
Snowflake director Frank Slootman sold $97.4 million in stock and CrowdStrike CEO George Kurtz sold over $4.1 million, the latest in a string of insider sales at richly valued software companies.
- BREAKING STORYBEARISHChip Complex Cracks as Intel, AMD Slide 4% Despite Relief in Long-End Yields
Intel and AMD each fell roughly 4% and NVIDIA finished flat as the semiconductor complex sold off even as Treasury long-end pressure eased, breaking the rates-driven correlation that has governed tech leadership. CrowdStrike sank 7% despite a Truist price target increase to $245, with Palo Alto Networks off 5%, evidence that positioning — not discount rates — is now the dominant driver.
- SPECIAL REPORTBULLISHAI Compute Scarcity Drives Second-Order Trade as CoreWeave Surges and AMD Gains Share Narrative
The AI capex cycle is broadening beyond the incumbent leaders. CoreWeave is rallying on supply-constrained GPU demand, AMD's positioning is improving as the accelerator market fragments, and CrowdStrike heads into a major investor update with agentic AI creating fresh attack surface. A parallel debate over open-weight models raises questions about long-run returns on invested capital across the GenAI stack.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.