Positive Outlook for CrowdStrike Holdings: Strong Growth Projections and Investor Confidence

Analyst Andrew Nowinski from Wells Fargo reiterated a Buy rating on CrowdStrike Holdings (CRWD – Research Report) and increased the price target to $550.00 from $430.00.

Andrew Nowinski has given his Buy rating due to a combination of factors that suggest CrowdStrike Holdings is on a positive trajectory. The company is expected to report strong results for the first quarter of 2026, indicating a recovery and a return to growth in net new Annual Recurring Revenue (ARR) by the third quarter of 2026. Despite a year-over-year decline in net new ARR for the first and second quarters, the company’s stock has risen by 25% since the last earnings call, reflecting investor confidence in its recovery from past challenges.
Additionally, CrowdStrike’s recent product launches at the RSA conference, including innovations in AI and data protection, demonstrate its commitment to expanding its market reach. The company’s operational and cash flow margins are projected to improve significantly by fiscal year 2029, with management maintaining targets for these metrics. Positive feedback from resellers and significant deals, such as a $25 million renewal, further support the optimistic outlook for CrowdStrike’s future performance.

In another report released on May 30, Cantor Fitzgerald also maintained a Buy rating on the stock with a $475.00 price target.

Based on the recent corporate insider activity of 115 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CRWD in relation to earlier this year.