On Nov 27, major Wall Street analysts update their ratings for $CrowdStrike (CRWD.US)$, with price targets ranging from $365 to $420.
BofA Securities analyst Tal Liani maintains with a buy rating, and adjusts the target price from $365 to $400.
Barclays analyst Saket Kalia maintains with a buy rating, and maintains the target price at $372.
Wells Fargo analyst Andrew Nowinski maintains with a buy rating, and maintains the target price at $400.
TD Cowen analyst Shaul Eyal maintains with a buy rating, and maintains the target price at $380.
BMO Capital analyst Keith Bachman maintains with a buy rating, and maintains the target price at $380.
Furthermore, according to the comprehensive report, the opinions of $CrowdStrike (CRWD.US)$'s main analysts recently are as follows:
Crowdstrike reported a notable $1B milestone revenue quarter paired with significant operating leverage, despite the financial impact of outage costs. Near-term business momentum has been temporarily affected by the July outage, which might cautiously influence Q4 renewals, potentially leading to a consolidation in the share price.
Following recent disturbances, the company has demonstrated robust customer retention capabilities along with sustained momentum for upsell and cross-sell opportunities. Although the current customer retention initiatives are exerting temporary pressures on nnARR and free cash flow, expectations are set for these pressures to subside in the latter half of FY26, leading to an acceleration in growth.
Crowdstrike's results were described as 'reasonable,' though it appears the net new annual recurring revenue and anticipated January quarter ARR didn't entirely meet expectations. According to an analyst, ongoing challenges resulting from an increase in customer commitment packages might lead to adjusted ARR projections in the upcoming quarters. Nonetheless, management's strong execution and the robustness of Crowdstrike's offerings are likely to facilitate sustained consolidation of security expenditures.
CrowdStrike reported a robust third quarter, surpassing expectations on both revenue and earnings while maintaining strong gross retention and module adoption following a key system outage on July 19. Despite expectations that the stock may remain range-bound until there is greater clarity concerning comments on annual recurring revenue (ARR) shifts to net new ARR re-acceleration anticipated in the later half of 2026, the overarching growth prospects for CrowdStrike are still considered intact.
Crowdstrike delivered a solid performance in Q3, driven by Falcon Flex momentum. However, near-term headwinds and visibility challenges, including extended sales cycles, underscore temporary volatility in ARR/FCF momentum.
Here are the latest investment ratings and price targets for $CrowdStrike (CRWD.US)$ from 15 analysts:
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美東時間11月27日，多家華爾街大行更新了$CrowdStrike (CRWD.US)$的評級，目標價介於365美元至420美元。
美銀證券分析師Tal Liani維持買入評級，並將目標價從365美元上調至400美元。
巴克萊銀行分析師Saket Kalia維持買入評級，維持目標價372美元。
富國集團分析師Andrew Nowinski維持買入評級，維持目標價400美元。
TD Cowen分析師Shaul Eyal維持買入評級，維持目標價380美元。
BMO資本市場分析師Keith Bachman維持買入評級，維持目標價380美元。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
crowdstrike報告了一個10億美元的重要營業收入季度，儘管受到故障成本影響，但仍具有顯著的營運槓桿效應。七月故障對近期業務勢頭產生了暫時影響，可能會謹慎影響第四季度的續約，潛在地導致股價的鞏固。
經過最近的干擾之後，該公司展現出了強大的客戶保留能力，同時保持了升級和跨銷售機會的持續勢頭。儘管目前的客戶保留計劃對淨年度循環化收入（nnARR）和自由現金流構成了暫時壓力，但預計這些壓力將在2026財年後半段減輕，從而推動增長加速。
crowdstrike的業績被描述爲「合理」，儘管淨新年度循環性收入和預期的一月份循環化收入並未完全符合預期。根據一位分析師的說法，由於增加客戶承諾包裹而產生的持續挑戰可能導致未來季度中調整後的循環化收入（ARR）預測。儘管如此，管理層的強勁執行力以及crowdstrike產品的穩固性可能會促進安防支出的持續鞏固。
CrowdStrike報告了一個強勁的第三季度，營收和收益均超出預期，同時在7月19日關鍵系統故障後保持了強勁的整體留存率和模塊採用率。儘管預計股票可能會保持區間振盪，直至對年度循環化收入（ARR）轉向淨新ARR再加速以及在2026後半年望有更大明晰度，CrowdStrike的整體增長前景仍被認爲穩固。
Crowdstrike在Q3表現出色，受Falcon Flex動力推動。然而，近期的逆風和可見性挑戰，包括銷售週期延長，突顯循環化收入/自由現金流動量暫時波動。
以下爲今日15位分析師對$CrowdStrike (CRWD.US)$的最新投資評級及目標價：
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