NATO members just committed to hike defense spending – and these companies could reap the rewards
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 30 2025
0mins
Source: CNBC
NATO Defense Spending Increase: NATO members have agreed to significantly increase defense spending, targeting 5% of GDP by 2035, which is expected to benefit European defense companies like Rheinmetall, Airbus, and BAE Systems through substantial military contracts and modernization efforts.
Emerging Opportunities in Security Sectors: Companies involved in cybersecurity and AI, such as Thales and emerging firms like Aliter Technologies, are anticipated to gain from NATO's focus on "security-related" spending, which includes investments in national network security and automated threat detection.
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 562.25 USD with a low forecast of 353.00 USD and a high forecast of 640.00 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.
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 453.770
Low
353.00
Averages
562.25
High
640.00
Current: 453.770
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.
