Shared on29 Aug 25Fair value Decreased 2.70%
Analysts have modestly lowered their price target for CrowdStrike Holdings to $468.95, citing mixed revenue outperformance and questions around the translation of strong net-new ARR into long-term growth, despite continued momentum in key segments and robust cybersecurity demand. Analyst Commentary Net-new annual recurring revenue (ARR) growth remains a bright spot, particularly in Cloud Security, Next-Gen Identity, and SIEM, driving optimism for sequential ARR acceleration and positioning Flex as a future growth lever.
Shared on30 Apr 25Fair value Increased 4.48%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Increased 0.0074%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Decreased 0.24%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 0.081%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 0.16%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 0.29%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 0.16%
AnalystConsensusTarget has decreased profit margin from 7.1% to 5.7% and increased future PE multiple from 256.0x to 320.0x.
Shared on10 Mar 25Fair value Decreased 4.96%
AnalystConsensusTarget has decreased profit margin from 8.9% to 7.1% and increased future PE multiple from 159.8x to 256.0x.