Cantor Fitzgerald maintains $475 target for CrowdStrike stock

On Wednesday, Cantor Fitzgerald analysts reiterated an Overweight rating on CrowdStrike Holdings stock (NASDAQ: NASDAQ:CRWD), maintaining a price target of $475. The reaffirmation comes after CrowdStrike’s stock fell approximately 6.5% in aftermarket trading, despite the S&P 500 remaining stable.

CrowdStrike reported strong first-quarter 2026 results, surpassing FactSet consensus estimates for annual recurring revenue (ARR), earnings per share (EPS), and free cash flow. The cybersecurity firm raised its full-year guidance for operating income and EPS but kept its revenue outlook unchanged, which may have fallen short of more optimistic expectations. The company maintains robust fundamentals with a 74.48% gross profit margin and healthy liquidity, as indicated by a current ratio of 1.85.Want deeper insights? InvestingPro offers 15+ additional tips and comprehensive analysis for CrowdStrike, including detailed valuation metrics and growth projections.

Key performance indicators for CrowdStrike remained robust, with the company experiencing growing platform adoption driven by Falcon Flex (NASDAQ:FLEX), ongoing innovation, and strong customer retention. Cantor Fitzgerald analysts highlighted these factors as reasons for their continued positive outlook on the company.

The analysts expressed confidence in the potential for accelerated ARR growth in the second half of 2026, attributing this to ongoing consolidation efforts and more favorable comparisons.

CrowdStrike’s performance and the reiterated rating underscore the company’s position in the cybersecurity industry, with its innovative solutions and customer loyalty contributing to its growth prospects.

In other recent news, CrowdStrike Holdings has achieved a milestone by surpassing $1 billion in total sales through its partnership with GuidePoint Security. This collaboration highlights the demand for advanced cybersecurity solutions, combining CrowdStrike’s AI-native Falcon platform with GuidePoint’s expert services. Meanwhile, Susquehanna analysts have raised CrowdStrike’s stock price target to $530, maintaining a Positive rating. This comes after CrowdStrike’s first-quarter performance, which met expectations, and its steady annual revenue outlook. Similarly, Bernstein SocGen Group adjusted their price target for CrowdStrike to $371, maintaining an Outperform rating despite the first-quarter earnings meeting only the midpoint of guidance. Stephens analysts also raised their price target to $540, citing a strong growth outlook and solid annual recurring revenue performance. Lastly, Scotiabank (TSX:BNS) increased its price target to $480, keeping a Sector Perform rating, while noting the company’s revenue alignment with guidance and potential investor concerns.

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