CrowdStrike Holdings, Inc.

🇺🇸NASDAQ Global Select
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CrowdStrike Holdings, Inc. stock analysis CRWD overview
Bullish +75

Jefferies Raises its Price Target on CrowdStrike (CRWD)

📈 Jefferies analyst Joseph Gallo raised the price target on CrowdStrike (CRWD) from $500 to $775 while maintaining a Buy rating.

💰 The analyst expects CrowdStrike to beat Q1 earnings but warns that share performance may be muted without strong guidance for Q2 and fiscal 2027.

🤖 CrowdStrike announced Project QuiltWorks, an evolution of its framework to mitigate financial exposure alongside securing frontier AI risk.

🤝 Cyber insurance leaders including Coalition, Liberty Mutual, Lockton, Resilience, and Marsh are partnering on the new QuiltWorks framework.

📊 Oppenheimer raised its price target on CRWD from $500 to $750 and maintained an Outperform rating based on potential revenue upside.

🚀 Benchmark analyst Yi Fu Lee increased the price target to $700, citing high likelihood of exceeding Q1 consensus across ARR and margins.

☁️ CrowdStrike provides cybersecurity solutions globally through a cloud-delivered SaaS platform.

⚠️ Analysts note that near-term stock performance depends on whether ARR growth accelerates into the second half of the year.

📅 The price target adjustments were made in late May 2026, shortly before the company's Q1 earnings report.

🔍 CrowdStrike is highlighted as one of the top American stocks to buy and hold for the next decade by Insider Monkey.

Bullish Signals
  • Jefferies analyst Joseph Gallo raised the price target on CrowdStrike (CRWD) from $500 to $775 while maintaining a Buy rating.
  • Oppenheimer increased its price target on CRWD to $750 and maintained an Outperform rating, citing potential upside versus Q1 2027 consensus revenue estimates.
  • Benchmark analyst Yi Fu Lee raised the price target to $700 and stated the company is 'highly likely' to exceed Q1 consensus expectations across ARR, revenue, operating income margin, and free cash flow margin.
  • CrowdStrike is recognized as one of the 10 Best American Stocks to Buy and Hold for the Next Decade.
  • The company announced Project QuiltWorks, extending its framework from securing frontier AI risk to mitigating financial exposure with support from major cyber insurance leaders like Coalition, Liberty Mutual Insurance, Lockton, Resilience, and Marsh.
Risk Factors
  • Jefferies analyst Joseph Gallo warned that near-term share performance may be 'muted' unless Q2 and fiscal 2027 guidance supports accelerated annual recurring revenue (ARR) growth into the second half of the year.
  • CrowdStrike's stock price has already rallied significantly, leading to elevated expectations for a $275 million net new ARR beat in Q1 that may not be sufficient to drive further share gains.
Full Analysis
Jefferies analyst Joseph Gallo raised the price target on CrowdStrike (CRWD) to $775 from $500 and maintained a Buy rating as of May 29, 2026. Gallo expects CrowdStrike to beat Q1 earnings but notes that share performance may be muted unless Q2 and fiscal 2027 guidance supports accelerated annual recurring revenue (ARR) growth into the second half of the year. The firm anticipates CrowdStrike can meet investor expectations for $275 million in net new ARR for Q1. On May 28, 2026, CrowdStrike announced an expansion of its Project QuiltWorks framework to mitigate financial exposure alongside securing frontier AI risk. This initiative involves partnerships with cyber insurance leaders including Coalition, Liberty Mutual Insurance, Lockton, Resilience, and Marsh, which are contributing actuarial intelligence and underwriting expertise. Other analysts also increased their targets for CrowdStrike around the same time. Oppenheimer raised its price target to $750 from $500 with an Outperform rating, citing potential upside versus Q1 2027 consensus revenue estimates. Benchmark analyst Yi Fu Lee raised the target to $700 from $500 with a Buy rating, stating the company is highly likely to exceed Q1 consensus expectations across ARR, revenue, operating income margin, and free cash flow margin. CrowdStrike provides cybersecurity solutions globally via a cloud-delivered SaaS platform.