CrowdStrike stock price target raised to $450 from $430 at Mizuho

Investing.com - Mizuho has raised its price target on CrowdStrike Holdings (NASDAQ:CRWD) to $450.00 from $430.00 while maintaining a Neutral rating on the cybersecurity company’s stock. According to InvestingPro data, the stock has delivered an impressive 65.59% return over the past year, though current trading levels suggest the stock is slightly overvalued based on Fair Value estimates.

The price target increase follows Day 1 of CrowdStrike’s Fal.Con user conference, where Mizuho analysts met with a large security partner that reported "very good demand" for CrowdStrike’s services, including healthy adoption of the company’s emerging modules. This demand is reflected in the company’s robust 23.46% revenue growth and strong gross margin of 74.16%.

At the conference, CrowdStrike unveiled several new agentic AI innovations and platform enhancements, and announced the acquisition of Pangea, described by Mizuho as "a small but innovative AI security firm."

Mizuho acknowledged that CrowdStrike’s cloud security platform remains "very differentiated" with an unrivaled go-to-market strategy, positioning the company to continue extending successfully into higher-growth security markets.

Despite the positive developments, Mizuho maintained its Neutral stance, noting that its recent checks on CrowdStrike "have moderated a little," resulting in a "more neutral view on risk/reward at current valuation levels." The company maintains a "GOOD" overall financial health score, with liquid assets exceeding short-term obligations.

In other recent news, CrowdStrike has been actively expanding its capabilities in the AI security domain. The company announced a definitive agreement to acquire AI security firm Pangea, aiming to develop the industry’s first complete AI Detection and Response solution. This acquisition will enhance CrowdStrike’s Falcon platform to secure the entire AI lifecycle. Additionally, CrowdStrike and NVIDIA have partnered to integrate Charlotte AI AgentWorks with NVIDIA’s Nemotron AI models, extending protection and governance across AI agents.

CrowdStrike has also formed new security partnerships with Amazon Web Services, Intel, Meta, NVIDIA, and Salesforce to protect enterprise AI systems against emerging vulnerabilities. In collaboration with Meta, CrowdStrike launched CyberSOCEval, a suite of benchmarks to evaluate AI performance in real-world security operations. Meanwhile, Truist Securities has reiterated its Buy rating on CrowdStrike, maintaining a $500 price target. Analyst Junaid Siddiqui noted increased optimism about the company’s net new annual recurring revenue reacceleration in the second half of fiscal 2026.

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