CrowdStrike Holdings, IncNasdaq: CRWD
Information Technology · Systems Software
$455.81
+2.26%
Vol: 1.2M
Research Digest
Friday, May 1, 2026
Mizuho upgrades to Outperform $520 PT; CEO Kurtz sold $2.27M in shares.
CrowdStrike reported FY2026 ARR up 24% to $5.25 billion. Mizuho upgraded to Outperform with $520 PT. Cantor Fitzgerald raised PT to $550 with Overweight following Project QuiltWorks coalition launch with Accenture, EY, and OpenAI for AI vulnerability detection. CEO George Kurtz sold 5,000 shares on April 27-28 for $2.27 million. Stock up 23.11% over 30 days.
Previous Market Intelligence
13 daysApr 30CrowdStrike upgraded by Mizuho to Outperform with $520 PT; announces Project QuiltWorks coalitionPositive▶
CrowdStrike received upgrade from Mizuho to Outperform with $520 price target, citing strong position in AI cybersecurity. Cantor Fitzgerald increased PT to $550 with Overweight rating. Company announced Project QuiltWorks coalition with Accenture, EY, and OpenAI to address AI-discovered vulnerabilities. Stock at $454.61 has returned 5.0% over 7 days, 23.0% over 30 days, and 282.7% over 3 years. CEO George Kurtz sold 5,000 shares on April 27-28 for $2.27M under pre-adopted Rule 10b5-1 plan. Q4 FY26 revenue was $1.31B; 40 analysts recommend buy despite 28.9% overvaluation assessment. Strong analyst support and positive product momentum offset insider sales concern.
Apr 29CrowdStrike upgraded by Mizuho to $520 target on AI cybersecurity strength; FY26 revenue $4.81B up 21.71%Positive▶
CrowdStrike received Mizuho upgrade targeting $520 on April 27 highlighting strength in AI-powered cybersecurity. Named 2026 Google Cloud Security Partner of the Year for Infrastructure Protection (2nd consecutive). FY2026 revenue reached $4.81B, up 21.71% YoY from $3.95B. Stock price $453.27 with market cap $114.76B. Street consensus: 48 analysts averaging Buy with $507 price target (+11.18% upside). CEO George Kurtz sold 582 shares on April 24. Stock up 22.69% over past month on strong product momentum and AI security demand.
Apr 16CrowdStrike expands AI partnerships; Benchmark initiates Buy ratingPositive▶
Benchmark analyst started coverage Apr 1 with Buy rating and $500 PT, citing strong beat-and-raise track record and AI defensibility. CRWD raised share buyback authorization by $500M to $1.5B total on Apr 6. Stock up 3.2% on Apr 15 after recent SaaS sell-off. HCLTech partnership expanded for Falcon-powered threat services. Cantor Fitzgerald maintains Overweight with $520 PT, upside from $411 current price.
Apr 15CrowdStrike expanded share buyback program by $500 million to $1.5 billion and received Benchmark Buy rating with $500 target.Positive▶
CrowdStrike announced a $500 million expansion of its share repurchase authorization (total $1.5 billion) on April 6. Benchmark Co. initiated coverage with Buy rating and $500 price target citing consistent beat-and-raise performance. On April 13, stock surged 6.1% to $402. However, early April weakness was driven by concerns that Anthropic's Mythos AI model could disrupt the cybersecurity sector.
Apr 14CrowdStrike expands $1.5B share buyback program and surges 6% amid cybersecurity rebound; analyst consensus Buy at $489.86 target.Positive▶
CrowdStrike surged 6.1% to $402.24 after expanding its share repurchase authorization by $500 million to $1.5 billion total. Stock benefited from broader market rebound in high-quality SaaS names after U.S.-Iran ceasefire negotiations. Named Customers' Choice in 2026 Gartner Peer Insights MDR Report. Expanded strategic partnership with HCLTech for AI-powered threat management.
Apr 13CrowdStrike fell 3.97% as Anthropic AI fears resurfaced; board authorized additional $500M buyback (total $1.5B); Gartner named Falcon Complete Customer's Choice.Mixed▶
CrowdStrike experienced sharp sell-off after Anthropic launched Managed Agents AI systems. Board increased share repurchase authorization by $500M to $1.5B total, and company was recognized as Customers' Choice in 2026 Gartner Peer Insights MDR report. CrowdStrike and HCLTech expanded partnership with new Continuous Threat Exposure Management services. Consensus from 42 analysts is Buy with $489.86 target.
Apr 10CrowdStrike expands share buyback by $500 million and receives Gartner recognition amid AI partnership wins.Mixed▶
CrowdStrike announced $500 million increase to share repurchase authorization (total $1.5 billion) on April 6. The company was recognized as Customers' Choice in 2026 Gartner Peer Insights Voice of the Customer for Managed Detection and Response with 98% willingness to recommend score. Expanded partnership with HCLTech launched new Continuous Threat Exposure Management services on Falcon platform. Insider selling by executives raised concerns.
Apr 9CrowdStrike authorizes additional $500M share buyback on strong FY26 growth and receives Gartner recognitionPositive▶
CrowdStrike's Board authorized an additional $500 million share repurchase program on April 6, 2026, increasing total authorization to $1.5 billion, signaling strong management confidence in valuation and future prospects. The company delivered fiscal year 2026 revenue of $4.81 billion (+21.71% YoY), achieving record Q3 net new ARR of $265 million (73% YoY growth) and ending ARR of $4.92 billion (23% YoY growth acceleration). CrowdStrike recorded its first positive GAAP net income in Q4 FY2026 and provided FY2027 revenue guidance slightly above consensus. The company was named a Customers' Choice in the 2026 Gartner Peer Insights MDR report on April 6, with Falcon Complete earning a 98% willingness-to-recommend score. At RSA 2026, CrowdStrike unveiled Charlotte AI AgentWorks Ecosystem; on February 18, CrowdStrike expanded strategic alliance with Microsoft to enable Falcon platform purchases through Microsoft Marketplace. Wall Street consensus: Buy with 12-month target of $505.93 (+27.44% from current price).
Apr 8CrowdStrike authorizes additional $500M share buyback; stock up 5.88% on April 7 amid AI security tailwindsPositive▶
CrowdStrike Holdings announced an additional $500 million authorization for its share repurchase program on April 6, 2026, raising total buyback authorization to $1.5 billion. CFO Burt Podbere stated the company sees a growing disconnect between improving momentum fueled by AI tailwinds and current valuation. Stock closed up 5.88% on April 7, 2026, at $422.47. Annual recurring revenue climbed 24% YoY to $5.25 billion, with $330.7 million in net new ARR added during the quarter. Wolfe Research upgraded the company to Outperform from Peer Perform with a $450 price target, citing potential new AI models as catalysts for increased security spending.
Apr 7CrowdStrike increases share buyback to $1.5B; IBM expands strategic partnership; stock near 52-week lowsPositive▶
CrowdStrike announced Monday it is expanding its stock repurchase authorization by $500M to total $1.5B after already spending $150.6M on 413,130 shares at average price of $364.57. CFO Burt Podbere cited AI tailwinds and goal of $20B annual recurring revenue by FY2036. Q4 revenue reached $1.31B, up 23.8% YoY, beating estimates. CrowdStrike and IBM announced expanded strategic collaboration on agentic SOC transformation. Despite 16% 2026 decline due to AI concerns, the stock carries a Buy rating with $499.91 average price target. Morgan Stanley upgraded CRWD to Overweight with $510 target.
Apr 6CrowdStrike rebounds with analyst upgrade as cybersecurity spending intensifies amid AI threat concernsPositive▶
CrowdStrike shares moved higher Monday on fresh analyst upgrade with renewed optimism on cybersecurity spending as AI threats intensify. Stock trading at $398.61 with 16% YTD decline due to AI concerns. Strong earnings with 21.71% revenue growth to $4.81B in FY2026. 48 analysts rate Buy with $505.93 target (26.76% upside). Recent AI-focused product launches and partnerships with HCLTech, IBM, Intel support outlook. 52-week range: high $566.90, low $298.00. Back in focus with packed AI product runway.
Apr 3Benchmark initiates coverage with Buy and $500 PT; HCLTech partnership expands AI-powered threat management offering.Positive▶
CrowdStrike reported strong Q4 fiscal 2026 results with $1.31 billion revenue (23.6% YoY growth) beating estimates. Benchmark initiated coverage with Buy rating citing large TAM, and Wolfe Research upgraded to Outperform. The company expanded partnership with HCLTech for AI-driven Continuous Threat Exposure Management.
Apr 2CrowdStrike trades up 1.5% on April 2; Wolfe Research upgraded to Outperform citing new AI model catalyst for security spending growth.Positive▶
CrowdStrike Holdings reported strong fiscal Q4 results with $1.31 billion revenue and 23.6% year-over-year growth. Wolfe Research upgraded the company to Outperform from Peer Perform, citing potential new AI model as catalyst for increased security spending. Benchmark initiated coverage with Buy rating and $500 price target. CrowdStrike expanded GovCloud cybersecurity platform scope on March 18. Partnership with HCLTech launched CTEM services on March 31. Shares trading at $397.16 on April 2, up 1.5% intraday. Average analyst price target $490.48 with 40 Buy ratings.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
| PANWPALO | $181.42 | +1.17% | +10.7% | 45.2x | 0.77 | $145.4B |
| CRWDCROWDSTRIKE | $455.81 | +2.26% | +11.8% | 72.2x | 1.07 | $113.0B |
| NOWSERVICENOW | $91.35 | +3.44% | -13.8% | 17.6x | 1.00 | $91.1B |
| FTNTFORTINET | $86.32 | +2.38% | +2.5% | 25.5x | 1.00 | $62.4B |
| GENGEN | $19.35 | +0.29% | -0.4% | 6.7x | 1.15 | $11.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.