
CrowdStrike (CRWD) Stock Forecast & Price Target
CrowdStrike (CRWD) Analyst Ratings
Bulls say
CrowdStrike Holdings has demonstrated robust growth metrics, with record net new Annual Recurring Revenue (ARR) from its Falcon Shield platform, showing over 50% sequential growth in F3Q26. The company reported a significant year-over-year increase in new ARR for 3Q, estimated at approximately 30%, and is guiding for mid-teens growth in new ARR for F4Q, indicating sustained momentum in its business. Additionally, CrowdStrike has raised its revenue guidance for FY26, reflecting strong demand for its offerings and continued platform adoption driven by its innovative Flex model and the increasing prevalence of cyber threats.
Bears say
CrowdStrike Holdings's financial outlook appears negative due to expected low to mid-teens sequential growth in net-new ARR for the upcoming quarter, coupled with a decline in conversion rates attributed to a softening macroeconomic environment, which may hinder customer acquisition. The company's earnings guidance for F3Q and F4Q has been described as underwhelming, reflecting potential challenges in maintaining share price appreciation. Additionally, increased competition from major players like Microsoft and ongoing risks related to customer retention, market saturation, and macroeconomic uncertainty pose significant threats to CrowdStrike's future growth prospects.
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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