Update shared on04 Oct 2025
Fair value Increased 2.89%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.
Analyst Commentary
Recent analyst updates on CrowdStrike reflect a dynamic mix of optimism and ongoing caution regarding the company’s growth trajectory, valuation, and execution. The following summarizes the key bullish and bearish takeaways shaping sentiment around the stock:
Bullish Takeaways- Bullish analysts have raised price targets to as high as $600, citing accelerating growth expectations, increasing market share in endpoint security, and strong performance at industry events and user conferences.
- Many analysts point to CrowdStrike’s expanding product portfolio, particularly in artificial intelligence, identity, and next-generation security solutions. These are viewed as catalysts for ongoing, above-market revenue growth.
- Positive feedback from customers and partners highlights high satisfaction with CrowdStrike's integrated platform. This suggests a durable competitive advantage.
- Analyst sentiment reflects confidence in management’s new guidance. The company’s targets for annual recurring revenue and market expansion appear achievable and set a solid foundation for sustained premium valuation multiples.
- Bearish analysts are cautious about the pace at which net new annual recurring revenue translates into forward year revenues. They raise concerns about the magnitude of upside to current estimates.
- There are lingering questions regarding guidance, with some price targets recently lowered due to perceived conservatism in management’s outlook and only modest increases to full-year forecasts despite strong quarterly results.
- Feedback on certain product segments, such as identity security, is mixed. The adoption of newer solutions like Charlotte AI remains limited or unclear.
- Analysts flag that stiff competition exists in the endpoint security market. Market volatility could impact the sustainability of current growth rates and premium valuations.
What's in the News
- KPMG is expanding its cybersecurity services with CrowdStrike Falcon Next-Gen SIEM, integrating the platform into professional offerings and using the Engagement Licensing Program to enhance security operations and automation for clients (Client Announcements).
- CrowdStrike unveiled new Falcon Data Protection innovations designed to prevent GenAI data leaks, insider threats, and data loss across hybrid environments, providing comprehensive coverage with features like runtime protection and AI-powered classification (Product-Related Announcements).
- New capabilities were announced in Falcon Next-Gen Identity Security to unify protection for human, non-human, and AI agent identities, including phishing-resistant MFA and identity-driven case management (Product-Related Announcements).
- Threat AI was released as the industry’s first agentic threat intelligence system, automating complex analyst workflows for faster investigations and threat response with mission-ready AI agents (Product-Related Announcements).
- CrowdStrike and NVIDIA expanded their collaboration to secure agentic AI by integrating Charlotte AI AgentWorks with NVIDIA Nemotron models and increasing governance and protection for AI agents and applications (Client Announcements).
Valuation Changes
- Consensus Analyst Fair Value Estimate has increased from $481.53 to $495.45, reflecting a modest upward adjustment in valuation.
- Discount Rate has risen slightly from 8.44% to 8.48%, indicating a marginal increase in risk or required return expectations.
- Revenue Growth projection is up marginally from 21.89% to 21.91%, suggesting steady confidence in future sales expansion.
- Net Profit Margin estimate has declined from 6.76% to 6.24%, signaling expectations of slightly lower profitability.
- Future P/E (Price-to-Earnings) Ratio has climbed from 306.14x to 341.37x, which highlights an increase in anticipated valuation multiples.
Disclaimer
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