← Markets

CrowdStrike Holdings, Inc.

CRWD · NASDAQ

Low target$103.25
Average target$181.58
High target$250.00

Analyst ratings

strong_buy · 37 ratings

DateFirmActionRatingPrice target
July 17, 2026StifelMaintainsBuy$230.00
July 16, 2026CitigroupMaintainsBuy$250.00
July 15, 2026BTIGMaintainsBuy$237.00
July 13, 2026RosenblattMaintainsBuy$206.00
July 9, 2026NeedhamMaintainsBuy$235.00
July 8, 2026BenchmarkMaintainsBuy$230.00
July 7, 2026StifelMaintainsBuy$220.00
July 7, 2026Morgan StanleyMaintainsOverweight$172.00
July 7, 2026UBSMaintainsBuy$235.00
July 6, 2026BarclaysMaintainsOverweight$169.00
July 2, 2026Morgan StanleyMaintainsOverweight$172.50
June 23, 2026RosenblattMaintainsBuy$206.25
June 4, 2026MacquarieMaintainsNeutral$165.00
June 4, 2026UBSMaintainsBuy$197.50
June 4, 2026CitigroupMaintainsBuy$195.00
June 4, 2026B of A SecuritiesMaintainsNeutral$187.50
June 4, 2026BNP ParibasMaintainsNeutral$130.00
June 4, 2026JefferiesMaintainsBuy$190.00
June 4, 2026Canaccord GenuityMaintainsHold$168.75
June 4, 2026BernsteinMaintainsMarket Perform$103.25
June 4, 2026Morgan StanleyMaintainsOverweight$172.50
June 4, 2026TD CowenMaintainsBuy$175.00
June 4, 2026DA DavidsonMaintainsBuy$191.25
June 4, 2026StifelMaintainsBuy$197.50
June 4, 2026Piper SandlerReiteratesOverweight$187.50
June 4, 2026Truist SecuritiesMaintainsBuy$187.50
June 4, 2026RosenblattMaintainsBuy$206.25
June 4, 2026RBC CapitalMaintainsOutperform$188.75
June 4, 2026Wells FargoMaintainsOverweight$181.25
June 4, 2026WedbushMaintainsOutperform$180.00
June 4, 2026BarclaysMaintainsOverweight$168.75
June 4, 2026Cantor FitzgeraldMaintainsOverweight$181.25
June 4, 2026ScotiabankMaintainsSector Outperform$201.25
June 4, 2026CitizensMaintainsMarket Outperform$195.00
June 4, 2026BenchmarkMaintainsBuy$195.00
June 4, 2026BMO CapitalMaintainsOutperform$186.25
June 4, 2026BairdMaintainsNeutral$130.00
June 4, 2026MizuhoMaintainsOutperform$175.00
June 4, 2026SusquehannaMaintainsPositive$200.00
June 4, 2026NeedhamMaintainsBuy$195.00
June 4, 2026BTIGReiteratesBuy$191.00
June 2, 2026JP MorganMaintainsOverweight$200.00
June 2, 2026BairdMaintainsNeutral$122.50
June 1, 2026Evercore ISI GroupMaintainsIn-Line$177.50
May 29, 2026JefferiesMaintainsBuy$193.75
May 27, 2026BenchmarkMaintainsBuy$175.00
May 27, 2026WedbushMaintainsOutperform$175.00
May 26, 2026BTIGMaintainsBuy$191.00
May 21, 2026Wells FargoMaintainsOverweight$175.00
May 20, 2026Morgan StanleyMaintainsOverweight$152.50
May 20, 2026Cantor FitzgeraldMaintainsOverweight$175.00
May 20, 2026StifelMaintainsBuy$165.00
May 19, 2026Truist SecuritiesMaintainsBuy$162.50
May 19, 2026TD CowenMaintainsBuy$156.25
May 19, 2026BarclaysMaintainsOverweight$162.50
May 18, 2026KeybancMaintainsOverweight$175.00
May 14, 2026BTIGMaintainsBuy$155.25
May 5, 2026Wells FargoMaintainsOverweight$131.25
April 27, 2026MizuhoUpgradesOutperform$130.00
March 17, 2026RBC CapitalReiteratesOutperform$137.50
March 10, 2026Morgan StanleyUpgradesOverweight$127.50
March 5, 2026CitigroupMaintainsBuy$131.25
March 4, 2026DA DavidsonMaintainsBuy$113.75
March 4, 2026MacquarieMaintainsNeutral$100.00
March 4, 2026Evercore ISI GroupMaintainsIn-Line$98.75
March 4, 2026BNP ParibasMaintainsNeutral$100.00
March 4, 2026UBSMaintainsBuy$131.25
March 4, 2026RBC CapitalReiteratesOutperform$137.50
March 4, 2026RosenblattMaintainsBuy$138.75
March 4, 2026Canaccord GenuityMaintainsHold$100.00
March 4, 2026Cantor FitzgeraldReiteratesOverweight$130.00
March 4, 2026BernsteinMaintainsMarket Perform$92.00
March 4, 2026Morgan StanleyMaintainsEqual-Weight$121.75
March 4, 2026BMO CapitalMaintainsOutperform$125.00
March 4, 2026NeedhamMaintainsBuy$118.75
March 3, 2026BTIGReiteratesBuy$124.75
March 2, 2026BairdMaintainsNeutral$112.50
March 2, 2026Piper SandlerUpgradesOverweight$130.00
March 2, 2026BTIGMaintainsBuy$124.75
February 25, 2026Evercore ISI GroupMaintainsIn-Line$93.75
February 24, 2026TD CowenMaintainsBuy$120.00
February 24, 2026OppenheimerReiteratesOutperform$125.00
February 24, 2026Cantor FitzgeraldMaintainsOverweight$130.00
February 23, 2026StifelMaintainsBuy$120.00
February 20, 2026BarclaysMaintainsOverweight$137.50
February 17, 2026Truist SecuritiesMaintainsBuy$137.50
February 17, 2026MizuhoMaintainsNeutral$122.50
January 27, 2026MacquarieMaintainsNeutral$121.25
January 13, 2026BTIGReiteratesBuy$160.00
January 13, 2026CitigroupMaintainsBuy$152.50
January 9, 2026BerenbergUpgradesBuy$150.00
December 18, 2025Morgan StanleyMaintainsEqual-Weight$134.25
December 18, 2025Stephens & Co.ReiteratesOverweight$147.50
December 11, 2025Freedom Capital MarketsUpgradesBuy$137.50
December 11, 2025Freedom BrokerUpgradesBuy$137.50

Valuation sustainability at elevated multiples

Bull case

CrowdStrike's premium valuation is justified by its accelerating ARR growth, raised FY27 guidance, and expanding platform adoption across cloud, identity, and SIEM. Firms like JPMorgan, Oppenheimer, and Wedbush lifted targets by over $200 per share, reflecting confidence in long-term compounding growth driven by AI-era cybersecurity demand.

Bear case

CrowdStrike trades at approximately 98 times forward EV/EBITDA and 142 times forward earnings, roughly 45% above its own historical multiple. Berenberg and DZ Bank flag this as unsustainable, with DZ Bank moving to a Sell rating and a $500 target despite positive AI themes, while InvestingPro lists the stock among its most overvalued names.

ARR growth trajectory and the magnitude of future beats

Bull case

ARR growth accelerated to 24% year-over-year in Q1 FY2027, marking a third consecutive quarter of faster growth. Morgan Stanley, Stifel, and UBS raised targets citing a record pipeline and raised full-year net new ARR guidance, arguing that Falcon platform momentum and AI-driven security demand underpin durable outperformance.

Bear case

Jefferies and Barclays noted that CrowdStrike's Q1 ARR beat of just $6 million fell well short of the $15–$29 million upside delivered in each of the previous four quarters. Citi, Barclays, and Stifel warned that the strong share price rally has set an exceptionally high bar for future upside surprises, raising execution risk.

AI-driven cybersecurity demand as a durable growth catalyst

Bull case

JPMorgan, Morgan Stanley, Truist, Cantor Fitzgerald, Rosenblatt, and Susquehanna position CrowdStrike's Falcon platform as central to enterprise AI security strategies. Benchmark highlighted offerings like AIDR, Project QuiltWorks, and Falcon Flex as multi-year catalysts, and Frost & Sullivan awarded CrowdStrike a 2026 Global Enabling Technology Leader award for its AI security capabilities.

Bear case

DZ Bank moved to a Sell rating despite acknowledging AI themes, arguing that AI-related tailwinds are already priced into the stock. Jefferies and Barclays also noted that deals generated from the Mythos AI initiative are taking longer to close than anticipated, suggesting near-term revenue conversion from AI demand remains uncertain.