CrowdStrike stock (CRWD) has risen 1.8% over the past week, 7.3% over the past month and 24.9% over the last year, reflecting strong investor interest in cybersecurity leaders. Wall Street’s analysts are firmly bullish, forecasting continued gains with an average 12‑month price target of $482.28 versus the last close of $441.78.
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Meta Marshall of Morgan Stanley recently upgraded CRWD to Buy with a new price target of $510, signaling confidence in further upside from current levels. This N‑star analyst ranks 3725 out of 12063 on TipRanks, with a 51.24% success rate and an average return of 2.6% per rating.
Marshall argues that investors are “paying for quality,” noting that CrowdStrike remains one of the most expensive names in cybersecurity but is also among the best positioned to outperform in coming years. The firm highlights the strength of the company’s platform, which is gaining share alongside Palo Alto Networks and benefiting from AI tailwinds in next‑generation SIEM and SOC offerings.
A key driver is Falcon Flex, CrowdStrike’s flexible platform bundle, which grew 120% year over year in the fourth quarter and is powering larger, longer deals. Marshall’s checks point to improving win rates in core endpoint security, faster “re‑Flexes” renewals and stronger adoption of newer modules in cloud, identity and next‑gen SIEM, all supported by robust channel loyalty.
Despite its premium valuation, Morgan Stanley sees multiyear 20%+ revenue growth potential, an improving margin and free‑cash‑flow profile and ample room to displace legacy endpoint vendors that still control about half the market. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.