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:
Note:
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