
CrowdStrike (CRWD) Stock Forecast & Price Target
CrowdStrike (CRWD) Analyst Ratings
Bulls say
CrowdStrike Holdings has demonstrated strong growth, recording a 25.2% year-over-year increase in total revenue, surpassing industry expectations, with a notable contribution from a 30.5% growth in U.S. revenue, which constitutes 67.5% of its revenue mix. The company's impressive long-term contracts, indicated by a total contract value (TCV) exceeding $6 billion and a significant rise in deferred revenue, further underscores its robust business model and customer retention capabilities. Additionally, new offerings such as the Falcon Flex licensing program and substantial growth in cloud security and LogScale recurring revenue models suggest a promising trajectory for future profitability and cash flow expansion.
Bears say
CrowdStrike Holdings is facing a negative outlook primarily due to a 15% year-over-year decline in free cash flow, indicating potential liquidity concerns amid increasing operational challenges. The company’s first-quarter guidance suggests a substantial decline in new annual recurring revenue (ARR) of 11% year-over-year, with expectations of no new revenue recognized, raising skepticism regarding growth sustainability. Additionally, the fiscal year 2026 revenue guidance is slightly below consensus expectations, coupled with lower profitability projections driven by significant investment-related headwinds and operational costs, signaling potential difficulties in maintaining competitive market positioning.
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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