Key Takeaways
- CrowdStrike stock’s six-month gain stands at 160%. Shares closed at $261 on Oct. 13, up from roughly $100 in mid-April.
- Net new ARR reached a record $333M in fiscal Q2, up 51% YoY, and management raised its FY27 net new ARR growth outlook to ~34%.
- At Fal.Con, CrowdStrike moved its $10B ARR target up a year, to FY30.
- Ratings stand at 30 Buys, 10 Outperforms, 12 Holds, 1 No Opinion, 1 Underperform, and 1 Sell, and the $241 mean target sits ~8% below the price.
CrowdStrike posted a record $333 million in net new ARR during a 160% six-month climb. Put the two side by side. Compare CRWD’s ARR and share price on TIKR for free →
From Mid-April to October: CrowdStrike Stock’s 160% Climb, Date by Date
In the six months to October 13, CrowdStrike Holdings (CRWD) stock gained 160%, from about $100 in mid-April to a $261 close. On August 26, CrowdStrike reported a record $333 million in net new annual recurring revenue (ARR, the yearly value of its subscription contracts). In the days after, the stock moved from near $190 to the high $220s.
“The quarter was a sea change for CrowdStrike, and I see these dynamics continuing.” CEO George Kurtz said that on the fiscal Q2 earnings call, after reporting revenue up 26% to $1.47 billion and ending ARR of $5.84 billion. CFO Burt Podbere then raised the full-year forecast for net new ARR growth to about 34%, from 22.5% in the initial outlook.
CrowdStrike held its Fal.Con conference in Las Vegas in early September. It launched Guardian, a product that secures AI agents, and announced SafeMind, a family of cybersecurity models built on Nvidia’s Nemotron. At the September 2 investor briefing, Podbere moved two long-range goals up by a year each: $10 billion in ARR within fiscal 2030 and $20 billion within fiscal 2035.
The rest of the run came in smaller steps. Shares were trading in the $240s by mid-September. On September 25, a Bloomberg News report said the US Justice Department had closed its investigation of CrowdStrike deals. The stock finished September at $265.
October opened near the highs. On October 6, Reuters reported that the S&P 500 software and services index was at its highest level since November 2025. The report named CrowdStrike among cybersecurity stocks with triple-digit gains this year. A day later, CrowdStrike published a report on recent cyberattacks on South Korean banks. It said the suspect was likely a China-based 26-year-old who used a Chinese-developed AI agent and Anthropic’s Claude Code.
Measured by month-end closes, CrowdStrike stock went from $111 on April 30 to $191 on July 31, then to $265 on September 30 and $261 on October 13. The August report and the new Fal.Con targets came in the middle of that climb.
Wall Street’s $241 Mean Target Trails CrowdStrike Stock by 8%
Fifty analysts publish price targets on CrowdStrike stock, and their mean of $241 sits 8% below the October 13 close. The mean has nearly doubled since April 30, up 96% from $123, while the share price rose 134% from $111. The top target is $325, 24% above the price. Ratings stand at 30 Buy, 10 Outperform, 12 Hold, 1 No Opinion, 1 Underperform, and 1 Sell, with Holds down from 17 at the end of October 2025.
The Street’s $241 mean target is below CrowdStrike’s $261 close, even after a 96% rise since April. Test the gap with your own assumptions. Model CRWD on TIKR for free →
So what is CrowdStrike stock actually worth?
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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 of the stocks mentioned. Thank you for reading, and happy investing!
