CrowdStrike, Zscaler, and Palo Alto Networks Expected Revenue Growth of 22% to 21% CAGR
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Market Growth Potential: According to Fortune Business Insights, the global cybersecurity market is expected to expand at a steady CAGR of 13.8% from 2026 to 2034, indicating a strong commitment from companies to invest in digital defenses.
- CrowdStrike Development Dynamics: CrowdStrike serves over 30,000 subscription customers, with 49% adopting at least six modules in the latest quarter, demonstrating successful cross-selling strategies that boost revenue per customer.
- Zscaler Expansion Plans: Zscaler aims to ramp up enterprise and public sector deployments while expanding its AI-powered ZDX Copilot platform, with analysts projecting a 21% CAGR in revenue from fiscal 2025 to fiscal 2028.
- Palo Alto Networks Acquisition: Palo Alto Networks is in the process of acquiring CyberArk for $25 billion, expected to close in fiscal 2026, which will enhance its privileged access management capabilities and drive revenue growth, with a projected CAGR of 14% from fiscal 2025 to fiscal 2028.
Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRWD is 545.29 USD with a low forecast of 343.00 USD and a high forecast of 706.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
37 Analyst Rating
24 Buy
12 Hold
1 Sell
Moderate Buy
Current: 475.630
Low
343.00
Averages
545.29
High
706.00
Current: 475.630
Low
343.00
Averages
545.29
High
706.00
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.
