Reasons Behind Today's Surge in CrowdStrike Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 18 2025
0mins
Should l Buy CRWD?
Source: Fool
CrowdStrike's Stock Surge: Shares of CrowdStrike have risen 10% following positive updates during its Fal.Con keynote, including an optimistic forecast for annual recurring revenue (ARR) growth to at least 20% by 2027.
Analyst Reactions and Growth Strategy: Analysts have raised their price targets for CrowdStrike after the announcement, and the company is focusing on growth through recent acquisitions and partnerships, targeting significant markets in cloud security and AI solutions.
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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: 415.810
Low
353.00
Averages
562.25
High
640.00
Current: 415.810
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.
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- Market Timing Insights: Despite market fluctuations, historical data suggests that investing in the Nasdaq-100 index and its ETF during downturns often leads to long-term gains, encouraging investors to hold or buy even as the index approaches historical highs.
See More
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- Market Sell-off Impact: The recent sell-off in software stocks, primarily due to Anthropic's innovations allowing developers to recreate software platforms, has negatively impacted CrowdStrike, which is currently trading at $404.35, down approximately 29% from its all-time high of $566.90.
- AI Technology Deployment: CrowdStrike has integrated artificial intelligence into its solutions, enabling rapid identification of normal activities versus threats at network endpoints, significantly enhancing response times, especially during non-working hours, thereby strengthening its competitive edge in the market.
- Increased Customer Stickiness: With 49% of customers utilizing six or more products from CrowdStrike, a robust cybersecurity ecosystem has been established, making it more challenging for clients to switch to competitors, thus solidifying CrowdStrike's business model and market position.
- Optimistic Market Outlook: CrowdStrike anticipates its total addressable market will reach $140 billion by 2026 and potentially $300 billion by 2030, indicating strong growth potential, and the current stock price dip is viewed as an excellent buying opportunity for investors.
See More
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- Expanding Customer Base: By the end of 2025, Tenable had 2,161 customers with annual contract values exceeding $100,000, demonstrating the company's success in attracting large enterprise clients and further solidifying its market position.
- AI-Driven Product Innovation: The launch of Tenable One accounted for 46% of new business in 2025, showcasing the company's enhanced product competitiveness and addressing the growing market demand for AI-powered solutions.
- Analysts Bullish on Future: According to The Wall Street Journal, 12 out of 23 analysts have rated Tenable as a
See More
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- Customer Choice Recognition: CrowdStrike has been named Customers' Choice in the 2026 Gartner Peer Insights™ report for User Authentication, achieving the highest product capability rating of 4.7 based on 179 responses, underscoring its leadership in identity security.
- Leading Product Ratings: With the most 5-star reviews and verified feedback, CrowdStrike's 96% willingness to recommend score indicates high customer satisfaction with its Falcon Next-Gen Identity Security solution, further solidifying its competitive position in the market.
- Technological Innovation Advantage: The Falcon platform ensures real-time protection for all identities across every environment by unifying initial access, privileged access, and identity threat detection, addressing the needs of modern cyberattack defenses.
- Dynamic Authorization Capability: The pending acquisition of SGNL will eliminate standing privileges across all identities, enabling dynamic authorization powered by real-time risk signals, enhancing flexibility and responsiveness in identity security, and further strengthening customer protection capabilities.
See More
Atlassian Corp Falls 6.5%, Intuit Declines 5.7%, Adobe Decreases 2.6%, CrowdStrike Dips 0.9%
Atslassian Corp Performance: Atlassian Corp's stock has decreased by 6.5%.
Intuit Financial Results: Intuit's stock has seen a decline of 5.7%.
Adobe Stock Movement: Adobe's stock has dropped by 2.6%.
CrowdStrike Performance: CrowdStrike's stock has fallen by 0.9%.
See More
US Software Companies Experience Decline in Stock Prices
Software Firms' Challenges: Many software firms are facing significant challenges, leading to a decline in their market performance and overall stability.
Impact of Economic Conditions: The current economic conditions are contributing to the struggles of these firms, affecting their growth and profitability.
Market Reactions: Investors are reacting to the downturn in the software sector, with many reassessing their portfolios and investment strategies.
Future Outlook: The future of software firms remains uncertain, with potential for recovery depending on market adjustments and economic improvements.
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