Wedbush raises CrowdStrike stock price target citing growth confidence

Published 03/06/2025, 12:40
© Reuters

On Tuesday, Wedbush analysts raised the price target for CrowdStrike Holdings stock (NASDAQ: NASDAQ:CRWD) to $525 from $475, reaffirming their Outperform rating. The decision reflects increased confidence in CrowdStrike’s growth trajectory as the company enters a new phase of cross-selling and monetization, according to the firm. The optimism appears well-founded, with InvestingPro data showing impressive YTD returns of 40% and revenue growth of 29.4% in the last twelve months.

CrowdStrike is set to report its fiscal first-quarter 2026 earnings after the market closes. Wedbush analysts anticipate another strong quarter for the cybersecurity company, citing continued robust deal activity. The firm maintains that CrowdStrike remains a leading name in cybersecurity, with expectations of accelerated growth in net new annual recurring revenue (NNARR). According to InvestingPro, the company maintains a healthy financial position with a current ratio of 1.77 and operates with moderate debt levels, positioning it well for continued growth.

The analysts at Wedbush believe that the current Street revenue estimate of $1.100 billion and company guidance ranging from $1.1006 billion to $1.1064 billion are achievable. They see ongoing momentum into the next year as CrowdStrike experiences increased deal flow from both new and existing customers.

CrowdStrike is described as a favored technology stock, with artificial intelligence serving as a significant advantage. The analysts note that the company is gaining market and mind share in the cybersecurity sector, thanks to its expanding product suite.

The firm’s assessment suggests that CrowdStrike is well-positioned to continue its growth over the next 12 to 18 months, solidifying its status as a key player in the cybersecurity industry.

In other recent news, CrowdStrike Holdings has garnered attention with several notable developments. Rosenblatt analysts have raised the company’s stock price target to $515 from $450, maintaining a Buy rating, and anticipate annual recurring revenue (ARR) and revenue growth to align with market estimates. Similarly, JPMorgan analysts increased their price target to $500, citing robust performance and highlighting potential for growth and profitability improvements. UBS also raised its price target to $545, expressing confidence in CrowdStrike’s long-term prospects despite a challenging first quarter setup.

Cantor Fitzgerald maintained an Overweight rating with a $475 price target, acknowledging potential for net new annual recurring revenue growth while expressing caution due to market constraints. S&P Global Ratings revised its outlook for CrowdStrike to positive from stable, affirming a ’BB+’ issuer credit rating, citing strong operating performance and revenue growth. The company’s ARR is projected to reach $5 billion within the next year, with free cash flow expected to exceed $1 billion annually. These developments reflect a positive sentiment among analysts and rating agencies, underscoring CrowdStrike’s resilience and growth potential in the cybersecurity sector.

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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