Jefferies Maintains Buy Rating on CRWD, Raises Price Target to $530, Reflecting Optimism in CrowdStrike's Future Growth.

Jefferies analyst Joseph Gallo has reaffirmed a Buy rating on CrowdStrike Holdings (CRWD) with a raised price target from $520 to $530. The analyst's positive outlook suggests a strong potential for CrowdStrike's financial performance and market position in the cyber-security industry.

Jefferies analyst Joseph Gallo has reaffirmed a Buy rating on CrowdStrike Holdings (CRWD), with a raised price target from $520 to $530. The analyst's positive outlook suggests a strong potential for CrowdStrike's financial performance and market position in the cybersecurity industry [1].

CrowdStrike's recent recognition by Gartner as a Leader in the 2025 Magic Quadrant for Endpoint Protection Platforms (EPP) underscores its leadership in the cybersecurity market. The company's cloud-native Falcon platform, which delivers AI-powered protection directly to devices without the need for legacy antivirus software, has been praised for its innovation and effectiveness [1].

In the first quarter of 2026, CrowdStrike reported its first quarter with revenue topping the $1 billion mark, further solidifying its growth trajectory. The company's strong competitive position, as reflected in Moody's recent positive outlook, is expected to drive accelerating subscription revenue growth and increasing profitability [2].

Analysts' diverse outlooks on CrowdStrike Holdings range from bullish to bearish, with a majority of analysts maintaining or raising their ratings. The average 12-month price target has increased to $490.55, reflecting optimism about the company's future performance [3].

Despite the strong fundamentals and analyst support, CrowdStrike's stock has experienced volatility, with the stock down over 4.4% in the last 30 days. The stock trades at a significant premium to other tech and cybersecurity stocks, with a forward P/E ratio of 839.13x [1]. However, several analysts have raised their price targets, suggesting that the stock may be undervalued in the short term.

Investors should closely watch CrowdStrike's August earnings report, as the company is expected to provide insights into the realized revenue from its goodwill offerings and the impact of the July 2024 incident on its operating performance. Moody's expects the company to generate strong free cash flow in the coming years, with robust liquidity and a strong competitive position in the market [2].

In conclusion, while CrowdStrike Holdings faces challenges in terms of valuation and short-term volatility, the company's strong financial performance, competitive position, and analyst support suggest that it is well-positioned for continued growth in the cybersecurity industry.

References:
[1] https://www.investing.com/analysis/crowdstrike-scores-big-with-gartner-but-valuation-is-stretched-200664364
[2] https://www.investing.com/news/stock-market-news/crowdstrike-outlook-raised-to-positive-by-moodys-93CH-4153816
[3] https://www.benzinga.com/insights/analyst-ratings/25/07/46598655/the-analyst-verdict-crowdstrike-holdings-in-the-eyes-of-40-experts