Street View: CrowdStrike's growth balanced by valuation risks, analysts show mixed views

CrowdStrike CRWD.O on Wednesday offered an out-year net-new annual recurring revenue forecast target of 20%-plus at its annual Fal.Con conference

CRWD shares up 5.80% at $471.34 premarket

At least six brokerages have raised PT

Median PT of 55 brokerages covering the stock is $489; average analyst rating is 'buy'- LSEG data

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Piper Sandler ("Neutral", PT: $80) says while the growing enthusiasm around CRWD new acquisitions and solutions for securing agentic AI, the brokerage remains neutral, believing risk/reward levels on shares are fairly balanced

Raymond James ("Outperform," PT: $485) says CRWD has a robust $4 billion net cash position alongside rising free cash flow offering ample room for organic and M&A led growth

RBC Capital ("Outperform," PT: $510) says CRWD has made a compelling case for company's positioning before entering the agentic era

Needham ("Buy", PT: $535) says CRWD management's FY27 net-new ARR target is driven by Platform's breadth, customer consolidation, and traction with Flex and Re-Flex models

Jefferies ("Buy", PT: $445.50) says CRWD's platform continues to deliver strong financial returns, supported by upbeat partner and customer feedback and robust win rates