CrowdStrike Holdings Crescita futura
Criteri Future verificati 5/6
CrowdStrike Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 43.9% e 16.4% all'anno. Si prevede che l'EPS crescerà di 39.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 23.6% in 3 anni.
Informazioni chiave
43.9%
Tasso di crescita degli utili
39.91%
Tasso di crescita dell'EPS
| Software crescita degli utili | 18.7% |
| Tasso di crescita dei ricavi | 16.4% |
| Rendimento futuro del capitale proprio | 23.56% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 27 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
CRWD: AI Pullback Fears And Multiple Compression Will Restrain Platform Upside
Analysts nudged their price target on CrowdStrike higher to $377.36 from $374.82, citing updated models that reflect slightly stronger assumed revenue growth, modestly higher profit margins, and a small adjustment to the discount rate and future P/E after a series of Q4 reviews, target tweaks, and fresh bullish initiations across the Street. Analyst Commentary Street research around CrowdStrike has been active, with a mix of supportive views and more cautious resets.CrowdStrike: Anthropic's Project Glasswing Is A Game Changer
Apr 09
CRWD: Future Performance Will Reflect AI Security Partnerships And Platform Share Gains
The analyst fair value estimate for CrowdStrike Holdings has been adjusted slightly lower by around $1 to $489.86, as analysts weigh sector wide multiple compression against company specific views on AI tailwinds, platform breadth, and ongoing share gains highlighted across recent upgrades and price target resets. Analyst Commentary Recent Street research around CrowdStrike reflects a mix of optimism on execution and AI driven product breadth, alongside a reset in valuations as software multiples compress across the sector.CRWD: Future Performance Will Reflect AI Security Leadership In Next Generation SOC
CrowdStrike's updated analyst fair value estimate has moved to about $490 from roughly $547, as analysts reset price targets in the $440 to $525 range. They continue to highlight AI driven Security Operations Center opportunities, share gains in endpoint, and steady ARR trends as key parts of the thesis.CRWD: AI Security Platform And Identity Expansion Will Temper Crowded Trade Fears
Narrative Update on CrowdStrike Holdings Our updated view reflects a lower analyst price target of $374.82, down from $414.96, as analysts recalibrate revenue growth, profit margin and future P/E assumptions, while still highlighting strong Q4 execution, resilient ARR trends and ongoing AI and platform tailwinds across recent research. Analyst Commentary Across recent research, you are seeing a mix of optimism on CrowdStrike's execution and platform, paired with a clear reset in expectations as many firms trim price targets.
CrowdStrike Holdings, Inc. (CRWD): The AI Sentinel – Defending the Digital Frontier in the 2026 "Arms Race"
CrowdStrike (CRWD) enters March 2026 as the linchpin of the cybersecurity industry, currently trading at $371.98 as of the February 27 close. The stock has experienced a volatile start to the year, retreating roughly 32% from its 52-week high of $566.90 due to broader valuation re-ratings in the software sector and a recent 9% plunge following its $740 million acquisition of identity-security startup SGNL.CRWD: Future Performance Will Reflect AI Security Leadership And Expanding Identity Platform
Narrative Update: CrowdStrike Holdings The updated analyst price target for CrowdStrike edges higher to about $547 from roughly $533, as analysts factor in slightly stronger modeled revenue growth and profit margins, along with a more moderate future P/E assumption and mixed, but generally constructive, Street research around AI security positioning and recent rating changes. Analyst Commentary Recent research on CrowdStrike gives you a mixed but generally constructive picture, with several firms adjusting price targets and ratings as they reassess AI risk, software multiples, and security spending trends.CRWD: AI Identity Focus And Crowded Trade Will Shape Future Market Perception
Analysts nudged their price expectations for CrowdStrike higher, with the updated fair value estimate now clustered around the mid $400s. This reflects survey based optimism on revenue growth, improving profit margins and a lower future P/E, offset by at least one more cautious stance on sector wide security spending and AI tailwinds.CRWD: AI Identity Push And Crowded Trade Likely To Reshape Future Multiple
Analysts made a small adjustment to our CrowdStrike fair value estimate to about $415 per share from about $416, reflecting slightly higher modeled revenue growth, modestly stronger profitability, and slightly lower future P/E expectations in light of recent price target changes and mixed but generally constructive Street commentary. Analyst Commentary Recent Street research around CrowdStrike has been active, with most firms maintaining constructive views on the business while adjusting price targets within a relatively tight band.
CRWD: Q3 Net New ARR Execution Will Drive AI Security Upside
Analysts lifted our CrowdStrike fair value estimate from US$600.50 to US$692.37, reflecting Street price target increases into the US$580 to US$706 range, supported by partner checks, reseller surveys, expected Q3 net new ARR strength, and continued interest in cybersecurity names tied to AI trends. Analyst Commentary Bullish analysts have been moving targets higher across the board, with fresh work on channel checks, reseller surveys, and AI related demand all feeding into a more constructive view on CrowdStrike ahead of upcoming Q3 results.CRWD: Elevated Expectations For AI Security May Trigger Future Multiple Compression
Analysts have raised their fair value estimate for CrowdStrike Holdings to approximately $416 from about $363, citing broadly higher Street price targets. These targets are underpinned by expectations for sustained net new annual recurring revenue momentum, improving profitability, and durable double digit long term growth supported by AI driven security demand.CRWD: Future Performance Will Reflect AI Expansion And Competitive Industry Dynamics
CrowdStrike Holdings saw its analyst price target increase from approximately $519 to $533. Analysts cited ongoing momentum in annual recurring revenue and positive channel checks as reasons for heightened expectations.CRWD: Future Performance Will Hinge On AI Expansion Amid Competitive Pressures
CrowdStrike Holdings' fair value estimate has been raised by analysts from approximately $506 to $519 per share. This reflects increased confidence in the company's growth prospects, and strong recent channel checks support higher price targets across Wall Street.CRWD: AI Expansion And Security Consolidation Will Sustain Demand Amid Competitive Risks
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.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.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.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.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.Is CrowdStrike Holdings (NASDAQ:CRWD) Using Debt In A Risky Way?
Jul 21
Revenues Tell The Story For CrowdStrike Holdings, Inc. (NASDAQ:CRWD) As Its Stock Soars 38%
May 07Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 1/31/2029 | 8,731 | 711 | 2,840 | 3,471 | 18 |
| 1/31/2028 | 7,183 | 371 | 2,316 | 2,849 | 52 |
| 1/31/2027 | 5,906 | 168 | 1,780 | 2,240 | 52 |
| 1/31/2026 | 4,812 | -163 | 1,241 | 1,612 | N/A |
| 10/31/2025 | 4,565 | -314 | 1,104 | 1,460 | N/A |
| 7/31/2025 | 4,341 | -297 | 1,038 | 1,389 | N/A |
| 4/30/2025 | 4,136 | -172 | 1,026 | 1,383 | N/A |
| 1/31/2025 | 3,954 | -15 | 1,068 | 1,382 | N/A |
| 10/31/2024 | 3,740 | 127 | 1,100 | 1,383 | N/A |
| 7/31/2024 | 3,516 | 170 | 1,109 | 1,330 | N/A |
| 4/30/2024 | 3,284 | 132 | 1,024 | 1,249 | N/A |
| 1/31/2024 | 3,056 | 72 | 929 | 1,166 | N/A |
| 10/31/2023 | 2,848 | -12 | 864 | 1,092 | N/A |
| 7/31/2023 | 2,642 | -93 | 798 | 1,062 | N/A |
| 4/30/2023 | 2,446 | -151 | 745 | 1,027 | N/A |
| 1/31/2023 | 2,241 | -183 | 675 | 941 | N/A |
| 10/31/2022 | 2,035 | -178 | 594 | 827 | N/A |
| 7/31/2022 | 1,834 | -173 | 543 | 744 | N/A |
| 4/30/2022 | 1,637 | -181 | 481 | 642 | N/A |
| 1/31/2022 | 1,452 | -235 | 441 | 575 | N/A |
| 10/31/2021 | 1,286 | -212 | 411 | 530 | N/A |
| 7/31/2021 | 1,138 | -186 | 364 | 459 | N/A |
| 4/30/2021 | 999 | -158 | 323 | 406 | N/A |
| 1/31/2021 | 874 | -93 | 293 | 357 | N/A |
| 10/31/2020 | 762 | -102 | 246 | 308 | N/A |
| 7/31/2020 | 654 | -113 | 177 | 258 | N/A |
| 4/30/2020 | 563 | -135 | 116 | 197 | N/A |
| 1/31/2020 | 481 | -142 | 12 | 100 | N/A |
| 10/31/2019 | 410 | -145 | N/A | 50 | N/A |
| 7/31/2019 | 351 | -151 | N/A | 7 | N/A |
| 4/30/2019 | 299 | -132 | N/A | -15 | N/A |
| 1/31/2019 | 250 | -140 | N/A | -23 | N/A |
| 10/31/2018 | 208 | -151 | N/A | -46 | N/A |
| 1/31/2018 | 119 | -141 | N/A | -59 | N/A |
| 1/31/2017 | 53 | -108 | N/A | -52 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che CRWD diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.4% ).
Guadagni vs Mercato: Si prevede che CRWD diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede CRWD diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di CRWD ( 16.4% all'anno) crescerà più rapidamente del mercato US ( 11% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di CRWD ( 16.4% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di CRWD sarà elevato tra 3 anni ( 23.6 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 00:45 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CrowdStrike Holdings, Inc. è coperta da 72 analisti. 52 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |