TD Cowen raises CrowdStrike stock price target to $500

Published 04/06/2025, 10:58
© Reuters

On Wednesday, TD Cowen analysts increased the price target for CrowdStrike Holdings (NASDAQ:CRWD) stock to $500 from the previous $450, while maintaining a Buy rating. This adjustment follows a recent preannouncement by CrowdStrike on May 7, where the company reported results that met or surpassed Wall Street expectations. According to InvestingPro data, the stock has delivered an impressive 42.85% return year-to-date and is currently trading near its 52-week high of $491.20, though analysis suggests the stock may be overvalued at current levels.

The analysts expressed a positive outlook on CrowdStrike shares, citing several factors contributing to this optimism. They foresee a re-acceleration in annual recurring revenue growth in the second half of 2026, building on the company’s strong 29.39% revenue growth over the last twelve months. Additionally, the company is expected to expand its platform, supported by its Falcon FLEX program.

CrowdStrike has reaffirmed its fiscal year 2026 revenue targets, projecting a year-over-year increase in the low 20% range. The company is also experiencing growing demand for its generative AI offerings.

Furthermore, CrowdStrike announced a $1 billion share buyback program as its shares reached historical highs. This move is seen as a strategic step to enhance shareholder value.

In other recent news, CrowdStrike Holdings reported a strong performance in its first fiscal quarter of 2026, with net new annual recurring revenue (NNARR) exceeding high expectations. Despite some inconsistencies in revenue due to the Customer Credit Program, the company remains optimistic about accelerating NNARR in the latter half of the year. Analysts at RBC Capital raised the stock price target to $510, citing improved profitability and a new $1 billion share repurchase plan. Meanwhile, Mizuho (NYSE:MFG) increased their price target to $450, highlighting a 22% year-over-year growth in annual recurring revenue (ARR). Raymond (NSE:RYMD) James also raised their target to $485, noting the company’s unique growth and profitability profile.

Additionally, Truist Securities set a new price target of $500, pointing to the success of CrowdStrike’s Falcon Flex (NASDAQ:FLEX) offering and significant growth in emerging products like SIEM. William Blair reaffirmed its Outperform rating, acknowledging the company’s challenges but expressing confidence in its strategic initiatives. CrowdStrike’s management remains focused on leveraging its strengths to enhance market position and drive future growth. Investors are closely watching the company’s strategic moves and market conditions as it navigates the coming months.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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