CrowdStrike Stock Forecast: Trending Bullish Among Top Analysts

CrowdStrike Holdings (CRWD) stock has risen 7.8% over the past year, even as it slipped 3.3% in the last week and 1.2% over the past month. Wall Street’s analysts are firmly bullish, forecasting further gains with a 12‑month average price target of $483.32 versus the last closing price of $380.06, and the overall consensus sits at StrongBuy.

Against this backdrop, analyst Alex Zukin of Wolfe Research has turned more optimistic on the cybersecurity specialist. Zukin upgraded CRWD to Buy (Outperform) on March 30, 2026, setting a price target of $450, which points to meaningful upside from current levels.

In his latest report, Zukin argues that Anthropic’s upcoming AI model, Mythos, could trigger a new phase of machine‑speed cyberwarfare unlike anything the market has seen. Rather than hurting security vendors, he believes this shift will push enterprises to consolidate vendors and boost spending, creating tailwinds that could accelerate CrowdStrike’s annual recurring revenue in FY27.

Zukin says investors worry Anthropic might launch security tools that erode the pricing power of existing cybersecurity providers. He counters that if cyberattacks become faster and more automated, companies will likely increase, not cut, their budgets on robust defenses, and CrowdStrike’s Falcon platform, flexible contracts, and innovation pipeline leave it well positioned for this cyber arms race.

The Wolfe Research analyst, who ranks 262 out of 12,068 on TipRanks with a 60.17% success rate and a 16.9% average return per rating, also flags some near‑term risk around Anthropic’s formal announcement, expected in early April. Still, he sees either an underwhelming launch or a highly capable model as ultimately supportive of his bullish view on CRWD. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.