On Nov 27, major Wall Street analysts update their ratings for $CrowdStrike (CRWD.US)$, with price targets ranging from $365 to $420.
BofA Securities analyst Tal Liani maintains with a buy rating, and adjusts the target price from $365 to $400.
Barclays analyst Saket Kalia maintains with a buy rating, and maintains the target price at $372.
Wells Fargo analyst Andrew Nowinski maintains with a buy rating, and maintains the target price at $400.
TD Cowen analyst Shaul Eyal maintains with a buy rating, and maintains the target price at $380.
BMO Capital analyst Keith Bachman maintains with a buy rating, and maintains the target price at $380.
Furthermore, according to the comprehensive report, the opinions of $CrowdStrike (CRWD.US)$'s main analysts recently are as follows:
Crowdstrike reported a notable $1B milestone revenue quarter paired with significant operating leverage, despite the financial impact of outage costs. Near-term business momentum has been temporarily affected by the July outage, which might cautiously influence Q4 renewals, potentially leading to a consolidation in the share price.
Following recent disturbances, the company has demonstrated robust customer retention capabilities along with sustained momentum for upsell and cross-sell opportunities. Although the current customer retention initiatives are exerting temporary pressures on nnARR and free cash flow, expectations are set for these pressures to subside in the latter half of FY26, leading to an acceleration in growth.
Crowdstrike's results were described as 'reasonable,' though it appears the net new annual recurring revenue and anticipated January quarter ARR didn't entirely meet expectations. According to an analyst, ongoing challenges resulting from an increase in customer commitment packages might lead to adjusted ARR projections in the upcoming quarters. Nonetheless, management's strong execution and the robustness of Crowdstrike's offerings are likely to facilitate sustained consolidation of security expenditures.
CrowdStrike reported a robust third quarter, surpassing expectations on both revenue and earnings while maintaining strong gross retention and module adoption following a key system outage on July 19. Despite expectations that the stock may remain range-bound until there is greater clarity concerning comments on annual recurring revenue (ARR) shifts to net new ARR re-acceleration anticipated in the later half of 2026, the overarching growth prospects for CrowdStrike are still considered intact.
Crowdstrike delivered a solid performance in Q3, driven by Falcon Flex momentum. However, near-term headwinds and visibility challenges, including extended sales cycles, underscore temporary volatility in ARR/FCF momentum.
Here are the latest investment ratings and price targets for $CrowdStrike (CRWD.US)$ from 15 analysts:
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美東時間11月27日，多家華爾街大行更新了$CrowdStrike (CRWD.US)$的評級，目標價介於365美元至420美元。
美銀證券分析師Tal Liani維持買入評級，並將目標價從365美元上調至400美元。
巴克萊銀行分析師Saket Kalia維持買入評級，維持目標價372美元。
富國集團分析師Andrew Nowinski維持買入評級，維持目標價400美元。
TD Cowen分析師Shaul Eyal維持買入評級，維持目標價380美元。
BMO資本市場分析師Keith Bachman維持買入評級，維持目標價380美元。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
crowdstrike報告了顯著的10億美元里程碑營業收入季度，儘管遭受了停機成本的財務影響，依然展現了顯著的運營槓桿。短期內，業務動能由於七月的停機情況受到暫時影響，這可能會謹慎地影響第四季度的續約，導致股價的整合。
在最近干擾之後，公司展示了強大的客戶留存能力以及持續的追加銷售和交叉銷售機會。儘管當前的客戶留存舉措對nnARR和自由現金流施加了暫時壓力，但預計這些壓力將在FY26下半年緩解，從而加速增長。
crowdstrike的業績被形容爲「合理」，儘管淨新增年度經常性收入和預期的1月季度ARR似乎未完全達到預期。根據一位分析師的說法，由於客戶承諾套餐的增加，持續存在的挑戰可能會導致未來幾個季度的ARR預測調整。儘管如此，管理層的強大執行力和crowdstrike產品的穩健性可能有助於安防支出的持續整合。
crowdstrike報告了一個強勁的第三季度，超過了營業收入和盈利的預期，同時在7月19日的重要系統停機後保持了強勁的毛留存率和模塊採納率。儘管預計該股可能在更清晰的年度經常性收入（ARR）轉向淨新增ARR再加速的評論出現之前保持區間波動，但crowdstrike的整體增長前景仍被認爲是穩固的。
crowdstrike在第三季度表現出色，得益於Falcon Flex的動能。然而，短期內的逆風和可見性挑戰，包括延長的銷售週期，凸顯了ARR/自由現金流動能的暫時波動。
以下爲今日15位分析師對$CrowdStrike (CRWD.US)$的最新投資評級及目標價：
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