Update shared on19 Sep 2025
Fair value Increased 2.64%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.
- Upward revisions followed new long-term guidance, including FY27 net new annual recurring revenue (ARR) growth of 20%+ and a $20B ARR target by FY36, regarded as achievable with continued business momentum.
- Management conservatism in guidance was seen as enabling potential upside, particularly if AI-related contributions materialize faster than currently anticipated.
- Improved customer and partner enthusiasm, robust demand for Falcon Flex and Next-Gen SIEM, and benefits from vendor consolidation and macro cybersecurity tailwinds were highlighted as drivers for higher estimates.
- Bearish analysts and more cautious revisions referenced near-term softness in ARR flow-through, ongoing incident impacts on revenue, conservative guidance despite quarterly beats, and questions regarding ARR’s translation to future revenue.
What's in the News
- CrowdStrike unveiled a major platform upgrade introducing an Agentic Security Platform, including AI-driven Threat AI, a no-code agent-building tool (Charlotte AI AgentWorks), and a unified AI-ready data layer (Enterprise Graph) to accelerate automation and unify threat intelligence across customers’ environments.
- Expanded high-profile partnerships with Salesforce and NVIDIA, integrating Falcon security and Charlotte AI into Salesforce’s platforms and NVIDIA’s AI ecosystems, enabling advanced protection, governance, and operationalization of AI agents within enterprise workflows.
- Launched further innovations with AWS, Intel, Meta (including new open benchmarks for LLM security with Meta’s CyberSOCEval), and Redington, deepening global channel reach, strengthening security across endpoints, cloud, SaaS, and AI-powered agents, and specifically targeting cybersecurity for both enterprise and SMB ecosystems.
- Introduced Falcon Next-Gen Identity Security, a unified solution to protect human, non-human, and AI agent identities across hybrid environments, and delivered new integrations (e.g., with Veza and OpenAI’s ChatGPT Enterprise) to enhance identity, endpoint, and AI agent governance.
- Provided strong earnings guidance (Q3 and FY26 revenue expected between $1.21B–$1.22B and $4.75B–$4.81B, respectively) and reported no activity under the announced buyback program.
Valuation Changes
Summary of Valuation Changes for CrowdStrike Holdings
- The Consensus Analyst Price Target has risen slightly from $469.16 to $481.53.
- The Future P/E for CrowdStrike Holdings has significantly risen from 232.69x to 306.14x.
- The Net Profit Margin for CrowdStrike Holdings has significantly fallen from 8.74% to 6.76%.
Disclaimer
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