Should I Buy CRWD? CRWD 2026 Analysis

Should You Buy CrowdStrike Holdings Inc (CRWD) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

444.620

1 Day change

-5.24%

52 Week Range

566.900

Analysis Updated At

2026/01/28

BUY for a beginner, long-term investor right now. CrowdStrike’s trend has turned constructive (bullish MACD, holding above key pivot support) while fundamentals and analyst revisions remain favorable. Even though hedge funds have been selling and the stock is not “cheap,” the combination of re-accelerating growth, improving profitability, and strong category tailwinds makes CRWD a good long-term buy at current levels (~467), especially if you’re unwilling to wait for a perfect pullback.

Technical Analysis

Price/Trend: CRWD is trading around 467 post-market, slightly down on the day (-1.62% regular session), but still sitting above the key Pivot support at 461.47, which is constructive for trend continuation. Momentum: MACD histogram is positive and expanding (3.266), signaling improving upside momentum. RSI(6) at ~61 is neutral-to-slightly-bullish (not overbought), leaving room for continuation. Moving Averages: Converging moving averages suggest a potential consolidation-to-breakout setup rather than a clearly extended trend. Key Levels: Support: 461.47 (pivot), then 443.12 (S1). Resistance: 479.82 (R1), then 491.15 (R2). A clean break above ~480 would strengthen the bullish case; a drop below ~461 increases the odds of a pullback toward the low-440s. **Intellectia Proprietary Trading Signals** - [AI Stock Picker](module://ai_stock_pick): No signal on given stock today. - [SwingMax](module://swingmax): No signal on given stock recently.

Options Data

Bearish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Sentiment read: Open interest put/call at 1.08 shows slightly more puts positioned than calls (some hedging/caution). However, the option volume put/call at 0.67 indicates call volume is leading today (more bullish near-term trading flow). Volatility: Implied vol (30d) ~53.6 vs historical vol ~37.4 with IV percentile ~88 suggests options are priced for elevated movement/uncertainty—often seen when a stock has strong momentum and/or event risk. Net-net, options flow leans bullish short-term, but positioning shows investors still hedging.

Technical Summary

Sell

Buy

Positive Catalysts

Category tailwind + visibility: Cybersecurity market projected to expand materially (CrowdStrike citing TAM up to ~$140B by 2026), supporting multi-year demand.
Threat-driven demand: News around sophisticated nation-state/AI-enabled infiltration (AI-generated resumes, autonomous malware) reinforces urgency for endpoint + identity + SIEM platforms—directly aligned with CrowdStrike’s message and product roadmap.
Execution + platform momentum: Recent commentary highlights strength in Next-Gen SIEM, Identity expansion, and platform adoption (Flex/re-Flex), which can sustain ARR growth.
Analyst support improving: Multiple price target raises and upgrades recently (including Buy upgrades with targets up to ~$600+), suggesting Wall Street is leaning constructive after prior underperformance.

Neutral/Negative Catalysts

Competitive pressure: Identity and access management competition is intensifying (noted alongside peers’ strategic moves), raising execution pressure even for leaders.

Financial Performance

Latest reported quarter: 2026/Q3. Growth trends: Revenue rose to ~$1.234B (+22.18% YoY), showing strong, durable top-line growth. Profitability trend: Net income improved to about -$34.0M (up 102.10% YoY) and EPS improved to -$0.14 (up 100% YoY), indicating losses narrowed materially versus the prior year. Margins: Gross margin improved to ~75.06% (+0.41% YoY), supporting the long-term operating leverage story. Overall: Financials show solid growth with improving profitability trajectory—appropriate for a long-term, high-quality compounder thesis.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: Net-positive. Multiple firms raised price targets and/or upgraded ratings after strong fiscal Q3 results and strategic moves (e.g., Buy upgrades/Outperform reiterations with targets commonly in the ~$550–$613 range). There are still some Holds/Equal Weight ratings, but even the more neutral analysts often raised targets. Wall Street pros view: Best-in-class platform, unified architecture, durable high growth, expanding into SIEM/Identity/AI, improving margins. Wall Street cons view: Valuation remains the main pushback (some notes suggest the stock already prices in a bullish scenario), plus intensifying competition in identity/security platforms. Influential trading check: No recent congress trading data available; insiders are reported as neutral (no significant recent trend).

34 Analyst Rating

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 USD and a high forecast of 640 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.

23 Buy

11 Hold

0 Sell

Moderate Buy

Current: 469.190

Low

353

Averages

562.25

High

640

Current: 469.190

Low

353

Averages

562.25

High

640

Berenberg

Rahul Chopra

Hold

Buy

upgrade

$600

AI Analysis

2026-01-09

Reason

Berenberg

Rahul Chopra

Price Target

$600

AI Analysis

2026-01-09

upgrade

Hold

Buy

Reason

Berenberg analyst Rahul Chopra upgraded CrowdStrike to Buy from Hold with an unchanged price target of $600. The firm cites valuation for the upgrade following the stock's recent underperformance. CrowdStrike "stands out" as one of the few software vendors "capable of sustaining sector-leading growth, supported by its unified architecture," the analyst tells investors in a research note. Berenberg views current share levels as an attractive entry point.

TD Cowen

Shaul Eyal

Buy

maintain

$580

2026-01-08

Reason

TD Cowen

Shaul Eyal

Price Target

$580

2026-01-08

maintain

Buy

Reason

TD Cowen analyst Shaul Eyal reiterates a Buy rating on CrowdStrike (CRWD) with a $580 price target following the company's acquisition of SGNL. The firm views the transaction positively. The deal builds on recent strategic trends in artificial intelligence and further exemplifies CrowdStrike's growing identity focus as it continues to expand its platform, the analyst tells investors in a research note. TD says competition within the mission-critical identity and access management arena is intensifying as Palo Alto (PANW) is set to complete the Cyberark (CYBR) acquisition.

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CRWD Should I Buy

CRWD Should I Buy

Should You Buy CrowdStrike Holdings Inc (CRWD) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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