
CrowdStrike (CRWD) Stock Forecast & Price Target
CrowdStrike (CRWD) Analyst Ratings
Bulls say
CrowdStrike Holdings is experiencing accelerating growth in its Net New Annual Recurring Revenue (NNAAR) in the second half of the year, driven by a strong sales pipeline, new product launches, and strong customer retention. The company's innovative Falcon Flex pricing model is expected to enhance both up-selling and cross-selling opportunities, thereby shortening sales cycles and boosting revenue prospects. Additionally, with strong management confidence in identity security and the potential for margin expansion, CrowdStrike's financial outlook remains highly favorable, supported by robust top-line momentum projecting significant growth through to fiscal year 2029.
Bears say
CrowdStrike Holdings has experienced a decline in net revenue retention (NRR), dropping from 119% in 1QF25 to 112% in 4QF25, which raises concerns about customer retention and growth. Additionally, the company's decision to stop disclosing subscription customer counts further complicates visibility into its performance metrics. Finally, a noted contra revenue dynamic is expected to negatively impact revenue growth by approximately 0.8% in F27, compounded by a softening macroeconomic environment that is delaying deals and decreasing conversion rates.
This aggregate rating is based on analysts' research of CrowdStrike and is not a guaranteed prediction by Public.com or investment advice.
CrowdStrike (CRWD) Analyst Forecast & Price Prediction
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