Is Wall Street Bullish or Bearish on CrowdStrike Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 08 2025
0mins
Source: NASDAQ.COM
Company Overview and Performance: CrowdStrike Holdings, Inc., a cybersecurity company based in Austin, Texas, has a market cap of $109.9 billion and its Falcon platform is designed to prevent breaches. Over the past year, CRWD shares have risen 35.2%, significantly outperforming the S&P 500 and the iShares Cybersecurity ETF.
Recent Financial Results and Analyst Ratings: Despite reporting better-than-expected Q4 results with a revenue increase of 25.2%, CRWD shares fell 6.3% due to weaker fiscal 2026 guidance. However, the consensus rating among analysts remains a "Strong Buy," with JMP Securities raising the price target from $400 to $500.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CRWD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 411.540
Low
353.00
Averages
562.25
High
640.00
Current: 411.540
Low
353.00
Averages
562.25
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.
Market Divergence: Industrials Surge While Tech Stocks Struggle
- AI Fears Hit Financial Stocks: Concerns over a new AI-driven tax planning feature led to significant declines in Wells Fargo and Capital One, with shares dropping over 7.4% and nearly 7% respectively, highlighting investor sensitivity to potential threats in the wealth management sector, although Wells Fargo's rating upgrade on Friday provided some stabilization.
- Strong Performance in Industrials: Stocks like Eaton, Honeywell, and GE have continued their strong performance in 2026, with Eaton's shares rising over 4% last week and up 22% year-to-date, reflecting market optimism about economic recovery and driving what Jim Cramer describes as an
See More
High Demand for Cybersecurity, But This ETF Is Discounted
Market Trends: The AI stock sector is experiencing a downturn, with the S&P 500 software index down nearly 19% year-to-date, while cybersecurity companies are facing overselling as they become victims of the tech market's decline.
Cybersecurity Demand Growth: The global cybersecurity market is projected to grow significantly, reaching over $663 billion by 2033, driven by increasing cyber threats and the adoption of advanced security solutions across various sectors.
Investment Insights: The Global X Cybersecurity ETF (BUG) has seen a decline of nearly 7% year-to-date, despite a strong recovery in its relative strength index (RSI), indicating potential for future growth as it trades below its moving averages.
Analyst Recommendations: Analysts are bullish on the cybersecurity sector, identifying five stocks as top picks for investors, suggesting that these companies are well-positioned for growth despite current market challenges.
See More
Anthropic Launches Claude Cowork AI Agent to Transform Mundane Tasks
- AI Tool Launch: Anthropic has introduced the Claude Cowork AI agent designed to simplify mundane tasks such as searching and organizing files, which has raised concerns among investors about the potential disruption to traditional software and digital automation providers.
- Market Reaction: The S&P North American Technology Software Index has plunged over 30% into bear market territory, reflecting investor fears that AI technologies could replace traditional software, although many experts disagree with this outlook.
- Expert Opinions: Nvidia CEO Jensen Huang and Wedbush analyst Dan Ives argue that the software industry is not in decline and that enterprises are unlikely to abandon decades of investment in software and infrastructure, creating buying opportunities for certain tech stocks.
- Stock Analysis: Companies like Microsoft, CrowdStrike, Snowflake, Salesforce, and Palantir are viewed as having strong growth potential in the AI sector, despite their stock prices having fallen from peaks, with analysts remaining optimistic about their future performance.
See More
Anthropic Launches Claude Cowork AI Agent to Transform Business Operations
- AI Tool Launch: Anthropic has introduced the Claude Cowork AI agent designed to simplify mundane tasks such as searching, organizing, and assembling files, although this has raised concerns among investors about the potential disruption to traditional software and digital automation providers.
- Market Reaction: The S&P North American Technology Software Index has plunged over 30%, entering bear market territory, reflecting investor fears that AI technologies could replace traditional software, adversely affecting stock performance in the sector.
- Expert Opinions: Despite the prevailing market pessimism, Nvidia CEO Jensen Huang and Wedbush analyst Dan Ives argue that enterprises are unlikely to abandon their long-term software and infrastructure investments, suggesting that the current sell-off is overdone and may present buying opportunities for high-quality tech stocks.
- Investment Opportunities: As AI technology continues to evolve, companies like Microsoft, CrowdStrike, and Snowflake, which have heavily invested in AI integration and product development, are expected to drive market demand, and despite their stock prices having fallen, they are still viewed as potential investment opportunities.
See More
U.S. Stocks Close Higher as Software Stocks Recover
- Market Recovery: The S&P 500 index rose by 0.05%, the Dow Jones Industrial Average by 0.10%, and the Nasdaq 100 by 0.18% on Friday, indicating a recovery after early losses, reflecting cautious optimism among investors regarding future economic prospects.
- Inflation Data Impact: The U.S. January Consumer Price Index rose by 2.4% year-over-year, below the expected 2.5%, marking the smallest increase in seven months, which may prompt the Fed to continue cutting rates, thus providing support for the stock market and alleviating concerns over rate hikes.
- Strong Software Stock Performance: Software stocks like Crowdstrike Holdings and ServiceNow rose over 4% and 3%, respectively, lifting the broader market and indicating a rebound in investor confidence in tech stocks, particularly amid rapid advancements in AI technology.
- Metal Stocks Retreat: Reports of the Trump administration's plans to narrow tariffs on steel and aluminum products led to declines in metal companies, with Century Aluminum falling over 7%, reflecting the negative impact of policy changes on the sector.
See More
Palo Alto Networks Set to Release Earnings Report
- Earnings Release Date: Palo Alto Networks is set to release its next earnings report on February 17, with analysts projecting revenue and EPS growth at CAGRs of 13% and 22% respectively from fiscal 2025 to fiscal 2028, indicating strong future growth potential.
- Business Model Overview: The company divides its ecosystem into three main platforms: Strata for on-site network security, Prisma for cloud security, and Cortex for AI-powered threat detection, with Prisma and Cortex driving recent growth as its 'next-gen security' services.
- Acquisition Impact: Palo Alto's recent acquisition of CyberArk enhances its internal threat protection capabilities through privileged access management tools, which is expected to further solidify its market position and security offerings.
- Market Competition Pressure: Despite a promising outlook, Palo Alto's stock trades at a high P/E ratio of 83, facing intense competition from diversified tech giants like Microsoft and cloud-first rivals such as CrowdStrike, prompting investors to carefully assess its investment value.
See More
Market Divergence: Industrials Surge While Tech Stocks Struggle
- AI Fears Hit Financial Stocks: Concerns over a new AI-driven tax planning feature led to significant declines in Wells Fargo and Capital One, with shares dropping over 7.4% and nearly 7% respectively, highlighting investor sensitivity to potential threats in the wealth management sector, although Wells Fargo's rating upgrade on Friday provided some stabilization.
- Strong Performance in Industrials: Stocks like Eaton, Honeywell, and GE have continued their strong performance in 2026, with Eaton's shares rising over 4% last week and up 22% year-to-date, reflecting market optimism about economic recovery and driving what Jim Cramer describes as an
See More
High Demand for Cybersecurity, But This ETF Is Discounted
Market Trends: The AI stock sector is experiencing a downturn, with the S&P 500 software index down nearly 19% year-to-date, while cybersecurity companies are facing overselling as they become victims of the tech market's decline.
Cybersecurity Demand Growth: The global cybersecurity market is projected to grow significantly, reaching over $663 billion by 2033, driven by increasing cyber threats and the adoption of advanced security solutions across various sectors.
Investment Insights: The Global X Cybersecurity ETF (BUG) has seen a decline of nearly 7% year-to-date, despite a strong recovery in its relative strength index (RSI), indicating potential for future growth as it trades below its moving averages.
Analyst Recommendations: Analysts are bullish on the cybersecurity sector, identifying five stocks as top picks for investors, suggesting that these companies are well-positioned for growth despite current market challenges.
See More
Anthropic Launches Claude Cowork AI Agent to Transform Mundane Tasks
- AI Tool Launch: Anthropic has introduced the Claude Cowork AI agent designed to simplify mundane tasks such as searching and organizing files, which has raised concerns among investors about the potential disruption to traditional software and digital automation providers.
- Market Reaction: The S&P North American Technology Software Index has plunged over 30% into bear market territory, reflecting investor fears that AI technologies could replace traditional software, although many experts disagree with this outlook.
- Expert Opinions: Nvidia CEO Jensen Huang and Wedbush analyst Dan Ives argue that the software industry is not in decline and that enterprises are unlikely to abandon decades of investment in software and infrastructure, creating buying opportunities for certain tech stocks.
- Stock Analysis: Companies like Microsoft, CrowdStrike, Snowflake, Salesforce, and Palantir are viewed as having strong growth potential in the AI sector, despite their stock prices having fallen from peaks, with analysts remaining optimistic about their future performance.
See More
Anthropic Launches Claude Cowork AI Agent to Transform Business Operations
- AI Tool Launch: Anthropic has introduced the Claude Cowork AI agent designed to simplify mundane tasks such as searching, organizing, and assembling files, although this has raised concerns among investors about the potential disruption to traditional software and digital automation providers.
- Market Reaction: The S&P North American Technology Software Index has plunged over 30%, entering bear market territory, reflecting investor fears that AI technologies could replace traditional software, adversely affecting stock performance in the sector.
- Expert Opinions: Despite the prevailing market pessimism, Nvidia CEO Jensen Huang and Wedbush analyst Dan Ives argue that enterprises are unlikely to abandon their long-term software and infrastructure investments, suggesting that the current sell-off is overdone and may present buying opportunities for high-quality tech stocks.
- Investment Opportunities: As AI technology continues to evolve, companies like Microsoft, CrowdStrike, and Snowflake, which have heavily invested in AI integration and product development, are expected to drive market demand, and despite their stock prices having fallen, they are still viewed as potential investment opportunities.
See More
U.S. Stocks Close Higher as Software Stocks Recover
- Market Recovery: The S&P 500 index rose by 0.05%, the Dow Jones Industrial Average by 0.10%, and the Nasdaq 100 by 0.18% on Friday, indicating a recovery after early losses, reflecting cautious optimism among investors regarding future economic prospects.
- Inflation Data Impact: The U.S. January Consumer Price Index rose by 2.4% year-over-year, below the expected 2.5%, marking the smallest increase in seven months, which may prompt the Fed to continue cutting rates, thus providing support for the stock market and alleviating concerns over rate hikes.
- Strong Software Stock Performance: Software stocks like Crowdstrike Holdings and ServiceNow rose over 4% and 3%, respectively, lifting the broader market and indicating a rebound in investor confidence in tech stocks, particularly amid rapid advancements in AI technology.
- Metal Stocks Retreat: Reports of the Trump administration's plans to narrow tariffs on steel and aluminum products led to declines in metal companies, with Century Aluminum falling over 7%, reflecting the negative impact of policy changes on the sector.
See More
Palo Alto Networks Set to Release Earnings Report
- Earnings Release Date: Palo Alto Networks is set to release its next earnings report on February 17, with analysts projecting revenue and EPS growth at CAGRs of 13% and 22% respectively from fiscal 2025 to fiscal 2028, indicating strong future growth potential.
- Business Model Overview: The company divides its ecosystem into three main platforms: Strata for on-site network security, Prisma for cloud security, and Cortex for AI-powered threat detection, with Prisma and Cortex driving recent growth as its 'next-gen security' services.
- Acquisition Impact: Palo Alto's recent acquisition of CyberArk enhances its internal threat protection capabilities through privileged access management tools, which is expected to further solidify its market position and security offerings.
- Market Competition Pressure: Despite a promising outlook, Palo Alto's stock trades at a high P/E ratio of 83, facing intense competition from diversified tech giants like Microsoft and cloud-first rivals such as CrowdStrike, prompting investors to carefully assess its investment value.
See More
