Key Stats for CrowdStrike Stock
- Stock Movement (Recent): +4.15%
- Current Price: $391.42
- Street Target Price: $518.19
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What Happened?
CrowdStrike Holdings, Inc. (CRWD) is navigating a period of sustained operational excellence, following a blockbuster fiscal fourth-quarter 2026 earnings release that completely shattered expectations.
The cybersecurity behemoth delivered actual revenue of $1,310 million in the fourth quarter, outperforming analyst estimates of $1,297.40 million by 0.61%.
Profitability was equally impressive across the board. CrowdStrike reported an actual Adjusted EPS of $1.12, beating the Street estimate of $1.10.
During the earnings call, CEO George Kurtz highlighted a series of historic milestones that defined the quarter and the fiscal year.
Most notably, the company reported an all-time record net new ARR (Annual Recurring Revenue) of $331 million for the quarter, driving total ending ARR to $5.25 billion.
Kurtz stated verbatim: “CrowdStrike is the fastest and only pure-play cybersecurity software company to achieve this milestone.”
The core narrative of the earnings call centered on the company’s aggressive and highly successful rollout of its Falcon Flex subscription model.
This new go-to-market strategy generated $1.69 billion in ending ARR from accounts that have adopted it, representing a staggering 120% year-over-year growth.
The company is also aggressively expanding its AI moat. Kurtz highlighted that their flagship AI agent, Charlotte, saw usage soar more than 6x year-over-year as its ARR more than tripled.
By integrating recently acquired technologies like SGNL.ai (for Zero Trust identity protection) and Seraphic (for browser security), CrowdStrike is securing the exact vectors where AI is most vulnerable.
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Is CrowdStrike Undervalued Today?
Aggregated analyst data indicates that the market is still undervaluing the compounding effect of CrowdStrike’s proprietary data moat and its massive free cash flow generation profile.
The consensus Street target price of $518.19 represents an attractive 32.4% potential return from the current $391.42 baseline.
While navigating the complexities of AI proliferation and legacy point-product displacement, the operational reality shows a company structurally transforming its unit economics by driving massive multi-module consolidation.
CFO Burt Podbere explained exactly how the Falcon platform is driving deep customer entrenchment and record financial metrics.
Podbere stated verbatim: “As of Q4, 50% of subscription customers are now using 6 or more modules. 34% are using 7 or more, and 24% are using 8 or more modules.”
Read the full CrowdStrike Transcript on TIKR to see the 2027 product roadmap >>>
Valuation Deep Dive
The TIKR Analyst Breakdown identifies CrowdStrike as an undisputed platform leader successfully leveraging a proprietary AI data advantage to dominate the endpoint, cloud, and identity security markets.
- Street Target Price: $518.19
- Current Price: $391.42
- Target Return: 32.4%
The Falcon Flex Consolidation Engine: CrowdStrike is aggressively positioning itself as the sole required cybersecurity platform for the enterprise. Management highlighted that they added more than 350 new Flex customers in Q4 alone, equating to nearly 4 new Flex customers every single day. Because the average ARR lift after a customer “re-Flexes” (expands their subscription) is 26% within just seven months, the company has created an unstoppable land-and-expand flywheel.
Explosive Scale and Cash Flow: The commercial engine is operating at absolute peak efficiency. CrowdStrike delivered a record free cash flow of $376 million in the quarter (29% of revenue) and ended the year with $5.23 billion in cash and cash equivalents. By capturing a massive $1.5 billion in total contract value through the AWS marketplace and formally opening for business on the Microsoft Azure marketplace, the company is structurally designed to generate significant long-term growth as it marches toward its ultimate goal of $10 billion in ARR.
Conclusion: A dominant software leader successfully leveraging its massive proprietary data set and revolutionary subscription model to accelerate global profitability. CrowdStrike offers a steady path to long-term appreciation. The path to the $518.19 target is paved by the successful integration of its recent acquisitions, the continued hyper-growth of its cloud and identity modules, and its positioning as the primary security layer for global AI adoption.
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Should You Invest in CrowdStrike?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up CrowdStrike, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track CrowdStrike alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
