Rosenblatt Raises CrowdStrike Price Target to $450, Citing Strong Growth and Customer Retention

Rosenblatt Securities has raised its price target for CrowdStrike Holdings, Inc. (CRWD) to $450, citing the company's strong growth and customer retention strategies. The new price target reflects the analyst's confidence in CrowdStrike's ability to maintain its momentum in the competitive cybersecurity sector.

CrowdStrike's impressive performance in the third quarter of 2025 has caught the attention of analysts, with Rosenblatt being the latest to raise its price target. The company's ability to secure significant deals, such as a $600 million Falcon Flex deal and a $15 million expansion with a Fortune 500 firm, demonstrates its strong customer engagement and retention. These deals, along with a retention rate exceeding 97%, indicate that customers are committed to CrowdStrike's technology and services.

Rosenblatt's increased price target can also be attributed to CrowdStrike's revenue growth and projections. The company surpassed $4 billion in ARR and achieved $1 billion in Q3 revenue, with Q4 FY25 revenue projected between $1.0287 billion and $1.0354 billion, marking a 22% YoY increase. FY25 revenue is expected to grow by 28%-29% to approximately $3.9238 billion-$3.9305 billion. These strong financial results, coupled with the company's strategic acquisitions and partnerships, have contributed to Rosenblatt's optimistic outlook.



CrowdStrike's product and market strategy, which includes the AI-driven Falcon platform and the Flex model, has also played a significant role in its success. The integration of AdaptiveShield has broadened the company's cloud security offerings, further enhancing its competitive position. The company's transition to a comprehensive cybersecurity platform for a Fortune 50 retailer indicates a trend towards vendor consolidation, which could drive further growth.



Rosenblatt's increased price target for CrowdStrike Holdings, Inc. (CRWD) reflects the company's strong growth and customer retention strategies. The company's impressive financial results, strategic acquisitions, and innovative products have contributed to its competitive position in the cybersecurity sector. As CrowdStrike continues to execute on its growth strategies, investors can expect the company to maintain its momentum and potentially exceed analysts' expectations.