CrowdStrike Holdings, Inc. (CRWD) is a cybersecurity technology company headquartered in Austin, Texas, and was originally founded in 2011. It specializes in information security and systems software, with its flagship Falcon platform delivering AI‑driven, cloud‑native protection across endpoints, cloud workloads, identity, data, and managed detection services under a SaaS subscription model. The company currently commands a market cap of approximately $110.1 billion, reflecting its position as a key player in global cybersecurity infrastructure.
CrowdStrike has shown exceptional strength as it gained 29.1% on a year-to-date basis, far outperforming the S&P 500 Index’s ($SPX) 7.1% gain over the same period. The stock recently hit a high of $517.98 on July 3, 2025, and has returned 98.9% over the past 52 weeks, compared to the $SPX’s 21.5% rally.
On a closer look, the industry-specific Amplify Cybersecurity ETF (HACK) has posted a 12% YTD gain and 39.2% over the past year, meaning CrowdStrike outpaces its peers.
Crowdstrike’s top momentum factors include broadening demand for AI‑embedded cybersecurity solutions, robust deals around its Falcon platform and AI assistant “Charlotte,” and analysts showing optimism about its prospects. Strategic expansion across cloud, identity protection, endpoint, and analytics modules is also driving deepening customer relationships and cross-sell opportunities.
However, the company released its fiscal 2026 Q1 earnings on June 3, and its shares dipped 5.8% in the next trading session. Its total revenue improved 20% year over year to $1.10 billion, but non-GAAP EPS was $0.73, compared to $0.79 in the year-ago quarter, which upset investors.
For the current fiscal year, ending in January 2026, analysts expect CRWD to report a loss per share of $0.65, on a diluted basis, compared to an EPS of $0.49, indicating a deterioration of 232.7%. The company has topped the consensus estimates in three out of the trailing four quarters, while missing on another occasion.
Among the 47 analysts covering CRWD stock, the consensus rating is a “Moderate Buy,” a step down from a “Strong Buy” three months ago. That’s based on 27 “Strong Buy” ratings, three “Moderate Buys,” 15 “Holds,” and two “Strong Sell” recommendations.
This configuration is less bullish than it was a month ago, when CRWD had 28 “Strong Buy” ratings.
On Aug. 5, Cantor Fitzgerald reaffirmed its “Overweight” rating on CrowdStrike with a $475 price target, noting the stock’s strong gain over the past year. The firm remains confident in a second-half rebound driven by pricing normalization, easier comps, and new channel incentives. It highlighted growth potential beyond EDR in areas such as identity, SIEM, and cloud security, although it warned that delays in channel ramp-up or slower product momentum could pose risks, given CRWD’s premium valuation.
The mean price target of $483.65 represents an 8.7% premium to CRWD’s current price levels. The Street-high price target of $575 suggests a significant upside potential of 29.2%.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
