CrowdStrike Holdings: JMP Securities raises PT to $550, maintains Market Outperform rating.

CrowdStrike Holdings: JMP Securities raises PT to $550, maintains Market Outperform rating.

JMP Securities has increased its price target for CrowdStrike Holdings (NASDAQ: CRWD) to $550, maintaining a Market Outperform rating on the cybersecurity company’s stock. The stock, currently trading at $445.50, has delivered an impressive 66.78% return over the past year CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2].

The price target adjustment follows JMP Securities’ attendance at Day 2 of CrowdStrike’s annual user conference, Fal.Con 2025, and its investor meeting in Las Vegas. While the conference itself was described as "relatively uneventful," the investor meeting provided significant news for the $111.8 billion market cap company, which has maintained strong revenue growth of 23.46% over the last twelve months CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2].

According to JMP Securities, CrowdStrike addressed investor concerns about its previously noncommittal view on next year’s Annual Recurring Revenue (ARR) by providing guidance for over 20% net new ARR growth for fiscal year 2027, which JMP noted was "significantly above consensus" CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2].

JMP Securities emphasized that CrowdStrike’s cloud security platform remains "very differentiated" with an unrivaled go-to-market strategy, and the firm expects the company to continue successfully expanding into higher-growth security markets CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2].

Despite these positive factors, JMP Securities maintained its Market Outperform rating, citing moderated checks in recent quarters and CrowdStrike’s current valuation at "nearly 20x" its calendar year 2026 estimated enterprise value to ARR multiple, which together create what the firm views as a balanced risk/reward profile CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2].

In other recent news, CrowdStrike Holdings has seen a series of analyst upgrades following key company events. BMO Capital increased its price target for CrowdStrike to $500 from $450, citing platform expansion and growth opportunities in areas such as endpoint security and new customer acquisition CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2]. Stifel also raised its price target to $515 from $495, maintaining a Buy rating after the company’s Fal.Con 2025 conference, which highlighted CrowdStrike’s AI strategy and a significant market opportunity by 2030 CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2].

CrowdStrike also introduced its Threat AI system, aimed at automating intelligence workflows to enhance threat response capabilities. This new technology is part of the Agentic Security Workforce initiative, designed to help security teams focus on critical investigations CrowdStrike stock price target raised to $475 from $450 at Mizuho^[2]. These developments reflect CrowdStrike’s continued emphasis on leveraging artificial intelligence to advance its cybersecurity offerings.