CrowdStrike Holdings, Inc.

NasdaqGS:CRWD Aktierapport

Börsvärde: US$147.6b

CrowdStrike Holdings Framtida tillväxt

Future kriterier kontrolleras 5/6

CrowdStrike Holdings förväntas öka intäkter och intäkter med 43.9% respektive 16.4% per år. EPS förväntas tillväxt med 39.9% per år. Avkastningen på eget kapital förväntas bli 23.6% om 3 år.

Viktig information

43.9%

Tillväxttakt i vinsten

39.91%

Tillväxttakt för EPS

Software vinsttillväxt19.9%
Intäkternas tillväxttakt16.4%
Framtida avkastning på eget kapital23.56%
Bevakning av analytiker

Good

Senast uppdaterad14 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha May 10

CrowdStrike: Trimming Ahead Of Earnings Is The Right Move As AI Evolves (Rating Downgrade)

Summary CrowdStrike is downgraded to hold after a rapid 30% rebound, with shares now near intrinsic value. CRWD delivered strong Q4 results: 24% revenue growth, record $331M net new ARR, and robust free cash flow margins. Management projects FY 2027 revenue of $5.87–$5.93B, underpinned by rapid AI-native platform adoption and bullish long-term market opportunities. Valuation is now full; technicals are mixed but improved, with key support at $450 and resistance near all-time highs. Read the full article on Seeking Alpha
Uppdatering av berättelse May 01

CRWD: AI Disruption Fears And Software Multiple Compression Will Cap Forward Upside

Analysts nudged their fair value estimate for CrowdStrike shares up by about $1 to $378.70 as they factor in Street research that highlights growing confidence in the company's growth avenues, AI driven security opportunities, and ongoing platform momentum, even as some price targets across the sector have been reset to reflect software multiple compression. Analyst Commentary Street research around CrowdStrike is broadly constructive, but a group of bearish analysts has been trimming price targets and flagging areas where expectations may be running ahead of themselves.
Uppdatering av berättelse Apr 17

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.
Uppdatering av berättelse Apr 02

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.
Uppdatering av berättelse Mar 19

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.
Uppdatering av berättelse Mar 05

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.
Ny berättelse Mar 01

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.
Uppdatering av berättelse Feb 18

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.
Uppdatering av berättelse Feb 04

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.
Uppdatering av berättelse Jan 21

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.
Uppdatering av berättelse Jan 06

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.
Uppdatering av berättelse Dec 15

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.
Uppdatering av berättelse Dec 01

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.
Uppdatering av berättelse Nov 17

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.
Uppdatering av berättelse Nov 01

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.
Uppdatering av berättelse Oct 18

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.
Uppdatering av berättelse Oct 04

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.
Uppdatering av berättelse Sep 19

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.
Uppdatering av berättelse Aug 29

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.
Analysartikel Jul 21

Is CrowdStrike Holdings (NASDAQ:CRWD) Using Debt In A Risky Way?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:CRWD - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
1/31/20298,7277112,8633,47119
1/31/20287,1833712,3162,84952
1/31/20275,9061681,7802,24051
1/31/20264,812-1631,2411,612N/A
10/31/20254,565-3141,1041,460N/A
7/31/20254,341-2971,0381,389N/A
4/30/20254,136-1721,0261,383N/A
1/31/20253,954-151,0681,382N/A
10/31/20243,7401271,1001,383N/A
7/31/20243,5161701,1091,330N/A
4/30/20243,2841321,0241,249N/A
1/31/20243,056729291,166N/A
10/31/20232,848-128641,092N/A
7/31/20232,642-937981,062N/A
4/30/20232,446-1517451,027N/A
1/31/20232,241-183675941N/A
10/31/20222,035-178594827N/A
7/31/20221,834-173543744N/A
4/30/20221,637-181481642N/A
1/31/20221,452-235441575N/A
10/31/20211,286-212411530N/A
7/31/20211,138-186364459N/A
4/30/2021999-158323406N/A
1/31/2021874-93293357N/A
10/31/2020762-102246308N/A
7/31/2020654-113177258N/A
4/30/2020563-135116197N/A
1/31/2020481-14212100N/A
10/31/2019410-145N/A50N/A
7/31/2019351-151N/A7N/A
4/30/2019299-132N/A-15N/A
1/31/2019250-140N/A-23N/A
10/31/2018208-151N/A-46N/A
1/31/2018119-141N/A-59N/A
1/31/201753-108N/A-52N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: CRWD förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).

Resultat vs marknad: CRWD förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: CRWD förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: CRWD s intäkter ( 16.4% per år) förväntas växa snabbare än US marknaden ( 11.7% per år).

Hög tillväxtintäkter: CRWD s intäkter ( 16.4% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: CRWD s avkastning på eget kapital förväntas bli hög om 3 år ( 23.6 %)


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/14 09:50
Aktiekurs vid dagens slut2026/05/14 00:00
Intäkter2026/01/31
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

CrowdStrike Holdings, Inc. bevakas av 72 analytiker. 52 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird
Saket KaliaBarclays