CrowdStrike Holdings, Inc. (CRWD), headquartered in Austin, Texas, provides cybersecurity solutions. With a market cap of $119 billion, the company offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and leading threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management.
Shares of this global cybersecurity leader have underperformed the broader market over the past year. CRWD has gained 7.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 28.5%. In 2026, CRWD stock is up 1.7%, compared to the SPX’s 6% rise on a YTD basis.
Narrowing the focus, CRWD’s underperformance is also apparent compared to the Amplify Cybersecurity ETF (HACK). The exchange-traded fund has gained about 9.7% over the past year. Moreover, the ETF’s 4.2% returns on a YTD basis outshine the stock’s gains over the same time frame.
On Mar. 3, CRWD shares closed up by 1.7% after reporting its Q4 results. Its adjusted EPS of $1.12 topped Wall Street expectations of $1.10. The company’s revenue was $1.31 billion, topping Wall Street forecasts of $1.30 billion. CRWD expects full-year adjusted EPS in the range of $4.78 to $4.90, and revenue ranging from $5.87 billion to $5.93 billion.
For fiscal 2027, ending in January 2027, analysts expect CRWD’s EPS to grow significantly to $1.02 on a diluted basis. The company’s earnings surprise history is mixed. It beat the consensus estimate in three of the last four quarters while missing the forecast on another occasion.
Among the 49 analysts covering CRWD stock, the consensus is a “Strong Buy.” That’s based on 35 “Strong Buy” ratings, three “Moderate Buys,” 10 “Holds,” and one “Strong Sell.”
This configuration is more bullish than a month ago, with a “Moderate Buy” rating overall, consisting 33 analysts suggesting a “Strong Buy.”
On May 5, Michael Turrin from Wells Fargo & Company (WFC) maintained a “Buy” rating on CRWD with a price target of $525, implying a potential upside of 10.2% from current levels.
The mean price target of $493.69 represents a 3.6% premium to CRWD’s current price levels. The Street-high price target of $706 suggests a notable upside potential of 48.2%.
On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
