Loading...

CRWD: AI Expansion And Security Consolidation Will Sustain Demand Amid Competitive Risks

Published
18 Jul 24
Updated
01 Nov 25
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
73.6%
7D
-2.4%

Author's Valuation

US$505.915.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 1.40%

CrowdStrike Holdings' analyst price target was raised slightly to approximately $506, reflecting ongoing momentum in cybersecurity demand as well as analysts' increased confidence in the company's growth trajectory and product innovation. Analyst Commentary Recent research notes show that sentiment among Wall Street analysts remains largely positive on CrowdStrike Holdings, although some caution persists regarding valuation and near-term risks.

Shared on 18 Oct 25

Fair value Increased 0.70%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

CrowdStrike Holdings' fair value estimate edged higher to $498.91 from $495.45. Analysts cite continued momentum in deal flow, expanding product opportunities, and a growing pipeline as supporting factors for the modest price target increase.

Shared on 04 Oct 25

Fair value Increased 2.89%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

CrowdStrike Holdings' analyst price target has been raised from approximately $482 to $495. Analysts cite renewed momentum, accelerating growth prospects, and strengthening competitive positioning for the company.

Shared on 19 Sep 25

Fair value Increased 2.64%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

Analysts raised CrowdStrike’s price target to $481.53 (+2.6%) driven by optimism around its expanding AI and security portfolio, long-term ARR growth targets, supportive guidance, and strong customer demand, despite some caution regarding near-term ARR flow-through and revenue translation. Analyst Commentary Bullish analysts cited CrowdStrike’s expanding product portfolio—especially into AI, identity, and agentic solutions—as accelerating growth vectors and supporting premium valuation multiples.

Shared on 29 Aug 25

Fair value Decreased 2.80%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

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 on 07 May 25

Fair value Increased 13%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

Shared on 30 Apr 25

Fair value Increased 4.48%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.0074%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.24%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.081%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.16%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.29%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.16%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget has decreased profit margin from 7.1% to 5.7% and increased future PE multiple from 256.0x to 320.0x.

Shared on 10 Mar 25

Fair value Decreased 4.96%

Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market

AnalystConsensusTarget has decreased profit margin from 8.9% to 7.1% and increased future PE multiple from 159.8x to 256.0x.