TLDR
- Cantor Fitzgerald raised its CrowdStrike price target to $250 from $181, keeping an Overweight rating
- Truist raised its target to $245 from $187.50, maintaining a Buy rating
- Both adjustments follow CrowdStrike’s recent 4-for-1 stock split
- Channel checks are strong, with 58% of partners reporting results ahead of plan
- Cyber budgets are shifting toward identity security, AI governance, and platform consolidation
CrowdStrike (CRWD) is getting fresh attention from Wall Street after its 4-for-1 stock split, with two analysts lifting their price targets this week.
CrowdStrike Holdings, Inc., CRWD
Cantor Fitzgerald analyst Jonathan Ruykhaver raised his price target to $250 from $181, keeping an Overweight rating on the stock. The move reflects the post-split price adjustment rather than a change in the firm’s underlying view on the company.
Truist also raised its target, moving to $245 from $187.50, while holding a Buy rating. The update came as part of an off-cycle software earnings preview.
Channel Checks Signal Strength
On the ground level, things look solid for CrowdStrike. Cantor Fitzgerald’s channel checks show 58% of partners are reporting results ahead of plan. Endpoint security continues to see share gains, according to the firm.
Truist described the setup as “constructive,” pointing to resilient cyber spending as a tailwind heading into the next earnings report.
That said, both firms flagged that expectations are running high. Cantor Fitzgerald noted that an $8 million-plus annual recurring revenue beat and guidance raise may be needed just to hold current price levels. That’s the bar the stock has to clear.
Where Cyber Budgets Are Moving
Truist flagged a shift in how cyber budgets are being allocated. Spending is becoming more concentrated in specific areas: identity security, cyber resilience, AI governance, data security, and platform consolidation.
That’s worth watching. While CrowdStrike remains a platform player, the concentration of budgets in these categories could shape how deals get prioritized.
Truist said it favors Rubrik and SailPoint heading into earnings, calling both well-positioned for “beat-and-raise quarters.”
The firm’s preference for those two names does not signal a negative view on CrowdStrike, but it does suggest other names may see more upside surprise near-term.
Cantor Fitzgerald’s channel checks flagged continued endpoint share gains for CrowdStrike, which remains one of the company’s core revenue drivers.
The $250 target from Cantor and $245 from Truist both sit above where the stock was trading at the time of the notes, reflecting continued confidence in the company’s trajectory.
The 4-for-1 stock split took effect recently and both firms adjusted their targets accordingly to reflect the new per-share price structure.
Ruykhaver’s note to investors highlighted that while the business fundamentals remain strong, the valuation is elevated enough that execution needs to be clean. There is not much room for disappointment at current levels.
Truist’s broader software preview pointed to cyber spending holding up well across the sector, which provides a supportive backdrop for CrowdStrike going into its next results.
The most recent analyst actions put CrowdStrike’s price targets in the $245 to $250 range post-split, with both firms keeping their positive ratings intact.
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