Key Takeaways for CrowdStrike Stock as of July 2026
- Thirty analysts rate CrowdStrike stock a buy and 10 rate it an outperform, yet the $188 mean target across 49 estimates sits 5% below the stock’s $198 close on July 20.
- By January 2031, TIKR’s mid-case model values CrowdStrike stock at $400, a 101% total return from today’s $198 price, or 17% annualized over 4.5 years.
- With revenue growth holding near 22% through fiscal 2027, CrowdStrike stock still looks underpriced against a Street that hasn’t adjusted its targets to match.
- But net new ARR jumped 32% to $256 million in Q1 FY27, and management raised full-year guidance by 520 basis points on the back of it.
Compare CrowdStrike stock’s accelerating ARR against a Street target still trailing the tape. Pull up the full estimate history on TIKR for free →
CrowdStrike Stock Slips 2% Even as Q1 Guidance Raise Signals Faster Growth
CrowdStrike (CRWD) stock closed at $198 on July 20, 2026, down 2.3% on the day, even as the company’s June 3 fiscal Q1 2027 report showed net new ARR climbing 32% year over year to $255.8 million. That beat came with a guidance raise: CrowdStrike now expects full-year net new ARR growth to accelerate over fiscal 2026, up 520 basis points from its prior outlook.
Total revenue reached $1.39 billion in the quarter, up 26% year over year and accelerating for a fourth straight quarter, while non-GAAP operating margin hit a record 24%, up 530 basis points from a year earlier.
CEO George Kurtz framed the quarter around what he calls the “Mythos inflection point,” when frontier AI labs Anthropic and OpenAI both tapped CrowdStrike from the start to secure their new models. On the Q1 2027 earnings call, Kurtz said: “We’re raising our full year net new ARR guidance by more than $50 million. We now expect full year net new ARR growth to accelerate over last year.” That guidance lift followed a demand wave CrowdStrike calls Project QuiltWorks, a vulnerability-discovery push that pulled in Accenture, EY, IBM and OpenAI within weeks of launch.
Inside that guide sits AI Detection and Response, a new product line where ending ARR grew more than 250% sequentially and Q2 pipeline already tops $50 million. Kurtz called it a bigger opportunity than the endpoint detection business CrowdStrike built its name on, pointing to an industry estimate of 90 AI agents per employee that each need protection.
Even so, CEO George Kurtz has sold shares in six of the past seven weeks, disposing of roughly $19.7 million in stock since June 22 alone, according to SEC filings. That selling has coincided with a stock price that has outrun the Street’s own targets, closing 5% above the $188 mean estimate from 49 analysts as of July 20.
AIDR ARR grew 250% in a single quarter. See how CrowdStrike’s next-gen ARR mix is shifting on TIKR for free →
Wall Street Rates CrowdStrike Stock a Buy, But Targets Trail the Tape
Analysts remain overwhelmingly bullish on CrowdStrike stock, with 30 buy ratings and 10 outperforms against 11 holds and just one underperform. The mean target price across 49 estimates sits at $188, roughly 5% below CrowdStrike stock’s $198 close on July 20. High and low targets span $250 to $103, a spread that reflects how fast the stock has moved since the Mythos-driven guidance raise.
Stifel raised its target to $230 from $220 on July 17, one of several banks still catching up to the new growth trajectory.
Wall Street Expects CrowdStrike Stock’s Revenue to Keep Growing Above 20%
CrowdStrike posted $1.39 billion in revenue for the quarter ended April 30, 2026, up 26% year over year and its fourth straight quarter of accelerating growth. Analysts model $1.44 billion in revenue for the quarter ending July 31, 2026, a 23% increase, followed by $1.52 billion in the October quarter, also up 23%.
That pace holds through fiscal 2027, with consensus revenue reaching $1.60 billion by January 2027 and $1.76 billion by July 2027, still growing 22% year over year three years out from today. The forward curve barely bends even as the base gets larger.
The open question is whether AIDR and next-gen SIEM keep converting record pipeline into booked ARR fast enough to hold that 22% floor once the initial Mythos-driven demand surge normalizes.
TIKR Values CrowdStrike Stock at $400, Pricing In Sustained ARR Acceleration
TIKR’s mid-case model values CrowdStrike stock at $400 by January 2031, implying a 101% total return from the current $198 price, or 17% annualized over 4.5 years.
That annualized return sits well above what large-cap security software has historically delivered over a full cycle, even with CrowdStrike stock already trading near its 52-week high of $218.
The target reflects net new ARR compounding at the pace set in Q1, when AIDR ended the quarter growing more than 250% sequentially and next-gen SIEM, cloud and identity combined for a record quarter of net new ARR above $2 billion in ending balance.
TIKR’s model puts CrowdStrike stock’s fair value at $400, a 101% total return by 2031. Build your own model on TIKR for free →
Should You Invest in CrowdStrike Holdings, Inc.?
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 Holdings, Inc. stock 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 Holdings, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
Access Professional Tools to Analyze CRWD stock on TIKR for Free →
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
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!
