CrowdStrike stock price target raised to $500 from $450 at BMO Capital

Investing.com - BMO Capital raised its price target on CrowdStrike Holdings (NASDAQ:CRWD) to $500 from $450 while maintaining an Outperform rating following the company’s annual user group event and analyst day. The cybersecurity giant, now valued at $111.8 billion, has seen its stock surge nearly 67% over the past year.

The firm cited CrowdStrike’s successful platform expansion and multiple growth vectors as key factors behind the increased target. These growth opportunities include the company’s endpoint security business, cross-selling of existing modules such as Cloud, Identity and LogScale/Next-Gen SIEM, and new customer acquisition. The company’s strong execution is reflected in its 23.5% revenue growth over the last twelve months.

BMO Capital also highlighted geographic expansion and emerging opportunities in artificial intelligence and agentic solutions as additional growth drivers for CrowdStrike.

The price target increase was further supported by management’s higher guidance for net new annual recurring revenue (ARR), which suggests stronger business momentum.

Customer and partner enthusiasm for CrowdStrike’s expanding portfolio of security solutions also contributed to BMO Capital’s more optimistic outlook for the cybersecurity firm.

In other recent news, CrowdStrike Holdings has seen several notable developments. The company hosted its annual Fal.Con 2025 conference, where it highlighted its expanding platform and AI strategy, aiming for a $300 billion total addressable market by 2030. Following the event, Stifel and KeyBanc raised their price targets for CrowdStrike to $515 and $510, respectively, both maintaining positive ratings on the stock. Additionally, CrowdStrike unveiled its new Threat AI system, part of its Agentic Security Workforce initiative, designed to automate intelligence workflows and enhance threat response capabilities.

DA Davidson reiterated its Buy rating and set a price target of $490, emphasizing the focus on AI security during the conference. Meanwhile, Mizuho raised its price target to $450, noting strong demand for CrowdStrike’s services and the healthy adoption of its emerging modules. These developments reflect the company’s strategic emphasis on artificial intelligence and its potential impact on future growth. Overall, analysts have shown optimism about CrowdStrike’s growth prospects and AI-driven initiatives.

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