CrowdStrike stock price target raised to $580 from $500 at UBS

Investing.com - UBS raised its price target on CrowdStrike Holdings (NASDAQ:CRWD) to $580 from $500 while maintaining a Buy rating following the company’s Fal.Con conference. The stock, currently trading near its 52-week high of $518, has delivered an impressive 68% return over the past year according to InvestingPro data.

The firm cited positive financial updates and gained a better understanding of how customers are engaging with the Falcon platform, including the Flex offering, and consolidating their security solutions onto it. This platform strength is reflected in CrowdStrike’s robust 74% gross profit margin and 23% year-over-year revenue growth.

UBS expressed increased optimism about CrowdStrike’s artificial intelligence opportunities, particularly around AI-SOC and AI security, based on customer feedback received at the conference.

The firm highlighted strong traction in the SIEM (Security Information and Event Management) segment, pointing to key customer wins with Oracle Cloud Infrastructure (OCI) and partnership opportunities with EY and Kroll.

UBS continues to view CrowdStrike as "the best platform-play in cybersecurity" and maintains a positive outlook on the shares, which it values at 50 times calendar year 2027 free cash flow.

In other recent news, CrowdStrike Holdings has been the focus of several analyst upgrades regarding its stock price targets. Rosenblatt Securities increased its price target for CrowdStrike to $550, maintaining a Buy rating, and noted a projected 21% year-over-year growth for the company. Canaccord Genuity also raised its price target to $500, citing strong business execution and expansion within its Flex customer base, although it kept a Hold rating. Truist Securities matched Rosenblatt’s target of $550, reflecting a strong outlook shared during CrowdStrike’s Fal.Con conference, which highlighted fiscal year 2027 targets and new solutions. Additionally, DA Davidson increased its price target to $515, following compelling demonstrations at the Fal.Con 2025 conference. In related developments, KPMG announced plans to integrate CrowdStrike’s Falcon Next-Gen SIEM into its cybersecurity services. This integration will allow KPMG to offer new advisory, implementation, and managed services to clients aiming to modernize their security operations. These updates reflect significant interest and confidence in CrowdStrike’s future performance and offerings.

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