CrowdStrike Stock Forecast: Flex Model Trending With Analysts

CrowdStrike Holdings (CRWD) stock has fallen 15.8% over the past week, 25.2% over the past month, and 7.8% over the past year. Wall Street’s analysts are moderately bullish, forecasting a move toward a 12‑month price target of $542.03, implying meaningful upside from the last closing price of $350.25.

Despite the recent pullback, the consensus 12‑month target suggests analysts see substantial recovery potential ahead. The overall rating sits at Moderate Buy, signaling that while not every analyst is pounding the table, the balance of opinion still leans clearly positive for patient investors.

Analyst Shaul Eyal reiterated a Buy rating on CRWD on 2/24/2026 with a price target of $480, pointing to significant upside from current levels. He expects fourth‑quarter results to be broadly in line with expectations, with net new annual recurring revenue growing 36% year over year, driven by accelerated adoption of the Falcon Flex model.

Eyal highlights that Flex is on track to become CrowdStrike’s primary growth engine in FY27, as it simplifies procurement and speeds up customer adoption of more modules on the Falcon platform. At the end of the third quarter, Flex already represented over $1.35 billion, or 27%, of ending ARR, more than tripling from the prior year and helping the company win share from legacy antivirus vendors.

Looking ahead, Eyal believes the launch of a Flex subscription model in November will boost CrowdStrike’s appeal among small and mid‑sized businesses and midmarket customers, directly challenging rivals like SentinelOne. He also notes that AI chatbots and coding assistants could expand the cybersecurity attack surface, turning into an incremental demand driver for advanced security platforms like CrowdStrike. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.