Sameer K. Gandhi, a director at CrowdStrike Holdings Inc., sold 19,900 shares of Class A common stock on September 1, 2026, for a total of $4.34 million. The transaction was executed indirectly through Potomac Investments L.P. Fund 1 under a pre-arranged 10b5-1 trading plan adopted on June 27, 2025.
The shares were sold at prices ranging from $212.79 to $229.86, compared with CrowdStrike’s latest closing price of $203.41. The move follows a 11.66% weekly decline in the stock, which has delivered a 97% total return over the past year despite recent volatility. CrowdStrike completed a four-for-one stock split on July 1.
Gandhi retains significant indirect holdings through multiple entities, including 2.85 million shares held by Potomac Investments L.P. Fund 1, 12.88 million shares in Accel Leaders Fund L.P., and 117,443 shares via The Potomac Trust. He also directly holds 32,012 shares, including those tied to vested restricted stock units.
The disposal comes as CrowdStrike reported fiscal second-quarter 2027 results showing a 33.5% increase in non-GAAP earnings per share and 26% revenue growth. The company also announced new AI security capabilities for its Falcon platform, integrating with Google Cloud to address runtime risks in enterprise AI applications.
Analysts have maintained a bullish stance, with Truist Securities raising its price target to $300, Argus to $425, DA Davidson to $245, and TD Cowen to $250. However, some warn of emerging risks tied to agentic AI as a new security category.
