60%+ returns in 2025: Here’s how AI-powered stock investing has changed the game
Investing.com - CrowdStrike Holdings (NASDAQ:CRWD) maintained its In Line rating and $430.00 price target from Evercore ISI ahead of the cybersecurity firm’s fiscal third-quarter report scheduled for Tuesday, December 2. According to InvestingPro data, CrowdStrike is currently trading at $501.54, significantly above analysts’ consensus targets and appears overvalued based on InvestingPro’s Fair Value assessment. With earnings just 4 days away, investors should note the stock has delivered a strong 46.58% return year-to-date.
Evercore’s recent partner survey revealed a modest improvement in sentiment compared to the previous quarter, with slight enhancements in pipeline momentum and growth expectations that align with the firm’s channel checks.
After several soft quarters, CrowdStrike’s Flex platform is beginning to gain early momentum, likely bolstered by the company’s go-to-market efforts and increased focus on training and incentivizing representatives to sell the product.
Partners continue to report mixed utilization trends and remain divided on whether customers will accept full list pricing for previously credited products during Cloud Core Platform renewals, which Evercore’s data indicates should be ramping up now.
Consolidation remains a significant growth driver for CrowdStrike, with Charlotte AI and identity solutions seeing steady traction, while the firm’s next-generation Security Information and Event Management (SIEM) is generating increasing interest due to its single-agent architecture. Despite not being profitable over the last twelve months, InvestingPro data shows CrowdStrike’s revenue grew 23.46% to $4.34 billion, with analysts predicting profitability this fiscal year. InvestingPro offers 8 more key insights about CRWD, including its comprehensive Pro Research Report that provides clear, actionable intelligence on this high-growth cybersecurity leader.
In other recent news, CrowdStrike has made significant advancements with its Charlotte AI system, achieving FedRAMP High Authorization. This authorization allows the company to provide its AI security solutions to various government agencies, meeting the highest security and compliance standards required for critical U.S. government operations. Analysts have also been active, with DA Davidson raising its price target for CrowdStrike to $580, maintaining a Buy rating, and highlighting expectations for strong third-quarter results. Jefferies echoed this sentiment, increasing its price target to $600 and projecting robust growth in net new annual recurring revenue. Meanwhile, TD Cowen reaffirmed its Buy rating with a $580 price target, anticipating solid third-quarter fiscal 2026 results. Guggenheim, however, maintained a Neutral rating, noting potential risks to the company’s revenue but recognizing its leadership position in the market. These developments reflect a mix of optimism and caution from analysts regarding CrowdStrike’s financial outlook.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.