CrowdStrike Holdings (CRWD) stock has risen 1.9% over the past week, dipped 9.9% over the past month, and gained 7.8% over the last year. Wall Street’s analysts are moderately bullish, with a 12‑month average price target of $545.43 versus the last close of $422.14, implying meaningful upside ahead.
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Analyst Shaul Eyal of Cowen reiterated his Buy rating on CRWD on February 24, 2026, setting a price target of $480.00. He expects fourth‑quarter fiscal 2026 results to broadly match consensus, with net new annual recurring revenue growing 36% year over year, helped by accelerated adoption of the Falcon Flex model.
Eyal believes investor focus will be on revenue and ARR growth guidance for fiscal 2027, where he sees signs of a solid reacceleration in new‑customer activity. In his view, Falcon Flex is positioned to become the primary engine behind this rebound as customers ramp up spending commitments.
According to his report, Flex already represented over $1.35 billion, or 27%, of ending ARR at the end of the third quarter, more than tripling from a year earlier. The model is simplifying and speeding up procurement cycles, boosting adoption of multiple Falcon Platform modules and driving market share gains from legacy antivirus vendors.
Eyal also highlights that AI chatbots and coding assistants could create incremental long‑term demand for security platforms, as they expand the cyber attack surface rather than reduce it. This N‑star analyst ranks 383 out of 12,078 on TipRanks, with a 55.73% success rate and a 17.10% average return per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.