CrowdStrike Trending With Analysts On Identity Security Push

CrowdStrike Holdings (CRWD) stock has gained 34.47% over the past 12 months, even as it has slipped 2.27% in the last week and 3.99% over the past month. Despite this recent pullback, Wall Street’s analysts remain positive on the name, with a “Moderate Buy” consensus and a 12‑month average price target of $567.21, implying meaningful upside from the last closing price of $468.02.

Analysts see CrowdStrike as a leading platform in cybersecurity, now pushing aggressively into identity security – a segment that is becoming critical as companies deploy artificial intelligence. The Street’s overall view is that the company can keep growing revenue above 20% annually over the next several years, while expanding free cash flow margins beyond 30%, supporting its premium valuation and the bullish bias in recommendations.

Gray Powell of BTIG is among the analysts backing the stock, reiterating his Buy rating on CRWD on January 13, 2026, and setting a price target of $640.00, well above the current level. That target reflects confidence in CrowdStrike’s strategy to expand beyond endpoint security and become a broader security platform, particularly around identity and AI workloads. Powell bases his valuation on a 22.5x CY27E EV/sales multiple, which he acknowledges is high relative to peers, but argues is justified by CrowdStrike’s growth and margin potential.

Powell highlights two recent acquisitions that he believes strengthen CrowdStrike’s identity capabilities: SGNL, bought for $740 million, and Seraphic Security, whose terms were not disclosed. SGNL adds continuous identity security and real‑time verification, while Seraphic brings enterprise browser protection. Together, these assets are expected to help CrowdStrike capture budget in the privileged access management (PAM) market and, over time, move toward the identity governance and administration (IGA) space. While Powell does not expect these deals to materially add to annual recurring revenue until the second half of fiscal 2027, he notes that any contribution will be incremental to existing ARR growth targets of 20%+ and already reflected in management’s operating margin and free cash flow margin goals.

In Powell’s view, integrating SGNL and Seraphic will allow CrowdStrike to secure user activity end‑to‑end – from the endpoint, through the browser, and into the cloud – positioning it as a key player in protecting AI‑driven workloads. With a TipRanks ranking of 1548 out of 11,984 analysts, a 53.42% success rate, and an average return of 7.9% per rating, his call adds weight to the bullish case for the stock. Investors tracking analyst sentiment and platform‑driven cybersecurity growth stories may find CrowdStrike’s evolving identity strategy and sustained revenue momentum particularly noteworthy. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.