Wall Street Analysts Bullish on CrowdStrike and Workiva
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Source: NASDAQ.COM
- CrowdStrike's Huge Potential: CrowdStrike's annual recurring revenue reached $5.2 billion in fiscal 2026, with projections to nearly quadruple to $20 billion by fiscal 2036, highlighting its long-term investment value in the cybersecurity sector and attracting significant analyst attention.
- Analyst Consensus is Bullish: According to The Wall Street Journal, 33 out of 55 analysts have rated CrowdStrike as a buy, with a consensus price target of $489.07 suggesting a 20% upside over the next 12 months, while the highest target of $706 indicates a potential 72% gain.
- Workiva's Platform Advantage: Workiva's flagship platform aggregates data from multiple digital applications, enabling large organizations to quickly generate reports, achieving total revenue of $885 million in 2025, a 20% increase year-over-year, demonstrating strong growth momentum in data management.
- AI Enhances Workiva: The AI assistant launched by Workiva has been adopted by 30% of its customers, further improving data processing efficiency, with analysts setting a 12-month price target of $89.45, indicating a 47% potential upside, while the highest target of $102 suggests a 68% growth opportunity.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to fall
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 731.000
Low
353.00
Averages
559.71
High
640.00
Current: 731.000
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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- Death of Unicorns: PitchBook reports that nearly half of U.S. unicorn startups have not raised funding in three years, with average valuations dropping 68%, indicating that the rise of AI technology is reshaping the funding landscape for startups and may lead to industry consolidation.
- Berkshire Acquisition: Berkshire Hathaway has agreed to acquire Taylor Morrison Home for $6.8 billion, paying $72.50 per share in cash, which represents a 24% premium over last week's closing price; this acquisition marks a significant deal under new CEO Greg Abel, further integrating the company into the real estate sector.
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See More
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- AI Performance Boost: The new chip will cater to 120B-parameter large language models with 1 petaflop of AI performance, which is expected to enhance Nvidia's market share in the AI sector and further solidify its leadership in high-performance computing.
- Positive Market Reaction: Nvidia's stock rose approximately 2% in early trading, with Microsoft up around 3%, indicating strong market anticipation for the new product, while Arm's stock surged over 12%, reflecting investor confidence in the new technology.
- Acquisition Activity: Berkshire Hathaway announced an all-cash acquisition of Taylor Morrison for $6.8 billion, representing a 24% premium, marking CEO Greg Abel's first major deal, although Berkshire's stock has declined 5.6% in 2026, indicating ongoing confidence in the U.S. housing market.
See More
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- Layered Security Assurance: Kurtz emphasized that CrowdStrike secures every layer from GPU to agent to prompt, and as AI data centers and related technologies proliferate, the demand for cybersecurity services from enterprises is expected to rise significantly.
- Slowing Revenue Growth: Despite CrowdStrike's 5-year compound annual growth rate of 40.6%, its year-over-year growth rate for Q4 of fiscal 2026 was only 23%, indicating a deceleration in revenue growth, leading to cautious market expectations for its future performance.
- Future Outlook: CrowdStrike anticipates reaching $6.49 billion in annual recurring revenue by fiscal 2027; although current figures do not show a significant impact from AI on its performance, the cybersecurity industry is expected to benefit from sustained market demand in the long term.
See More
