CrowdStrike Rated Buy with $500 Target by Benchmark
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy CRWD?
Source: seekingalpha
- Rating Upgrade: Benchmark initiated coverage on CrowdStrike with a Buy rating and a $500 price target, highlighting the company's technological leadership and high AI defensibility in the cybersecurity sector, with a total addressable market of approximately $150 billion.
- Growth Potential: Analysts project that CrowdStrike's annual recurring revenue (ARR) will nearly double from $5.25 billion in FY2026 to $10 billion by FY2031, showcasing strong growth prospects in cloud security and next-gen identity management.
- Profitability Fundamentals: CrowdStrike maintains solid profitable growth fundamentals targeting a Rule of 50+, with a history of consistent beat-and-raise execution, indicating a competitive edge and sustainable growth trajectory in the market.
- Technical Analysis Support: Analysts noted that CrowdStrike's stock shows trading support for a positive reversal in technical analysis, further boosting investor confidence in its future performance.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 393.310
Low
353.00
Averages
559.71
High
640.00
Current: 393.310
Low
353.00
Averages
559.71
High
640.00
About CRWD
CrowdStrike Holdings, Inc. is a global cybersecurity company that provides cloud-delivered protection of endpoints, cloud workloads, identity and data. Its Falcon platform is designed for cybersecurity consolidation, purpose-built to stop breaches. The platforms collect and integrate data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. It offers 29 cloud modules on its Falcon platform via a software as a service (SaaS) subscription-based model that spans multiple large markets, including corporate endpoint and cloud workload security, managed security services, security and vulnerability management, information technology (IT) operations management, identity protection, next-generation security information and event management (SIEM) and log management, threat intelligence services, data protection, SaaS security posture management, automation and response (SOAR) and artificial intelligence powered workflow automation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Growing Market Demand: As artificial intelligence advances, cybersecurity is expected to remain a crucial budget item for companies worldwide, driving demand for cybersecurity firms, particularly those that excel in innovation.
- CrowdStrike's Market Leadership: CrowdStrike Holdings' Falcon platform leverages AI to analyze device activity and detect suspicious patterns, with its total addressable market projected to grow from $149 billion to $325 billion by 2030, indicating strong growth potential.
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- Growth Potential: Analysts project that CrowdStrike's annual recurring revenue (ARR) will nearly double from $5.25 billion in FY2026 to $10 billion by FY2031, showcasing strong growth prospects in cloud security and next-gen identity management.
- Profitability Fundamentals: CrowdStrike maintains solid profitable growth fundamentals targeting a Rule of 50+, with a history of consistent beat-and-raise execution, indicating a competitive edge and sustainable growth trajectory in the market.
- Technical Analysis Support: Analysts noted that CrowdStrike's stock shows trading support for a positive reversal in technical analysis, further boosting investor confidence in its future performance.
See More
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- Concentration Risk Warning: While the Invesco QQQ Trust has a reasonable expense ratio of 0.18%, its top ten holdings account for nearly 50% of its performance, prompting investors to carefully consider the concentration risk and potential price volatility.
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