StoneX raises target for CrowdStrike stock to USD 325
Published on 10/06/2026 at 17:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
CrowdStrike Holdings (ISIN US22788C1053) drew a fresh analyst upgrade on October 6, 2026, when StoneX analyst Yi Fu Lee kept a Buy rating and raised the price target from USD 250.00 to USD 325.00, according to GuruFocus. The 30.00 percent target increase puts valuation and execution under a brighter spotlight, while the company enters the next reporting cycle with sharply higher operating metrics.
Revenue growth stays above 25 percent
CrowdStrike generated USD 1.47 billion of revenue in fiscal second quarter 2027, ended July 31, 2026, up 25.80 percent from the year-earlier quarter, according to Nasdaq. Subscription revenue rose 27.00 percent to USD 1.40 billion, making recurring software demand the central operating driver.
GAAP net income reached USD 5.3 million in the same quarter, compared with a USD 70.2 million loss a year earlier, while diluted earnings per share came to USD 0.01. The result marks a sharp year-over-year improvement, but the small GAAP profit leaves revenue growth and cash generation as more informative measures of execution.
Annual recurring revenue drives the case
Net new annual recurring revenue reached USD 333.0 million in fiscal second quarter 2027, up 51.00 percent year over year, while ending annual recurring revenue reached USD 5.84 billion. Nasdaq reported that management guided fiscal 2027 net new annual recurring revenue growth to 34.00 percent at the midpoint and projected full-year revenue of USD 5.991 billion to USD 6.011 billion.
The operating backdrop also includes product recognition. On September 24, 2026, CrowdStrike said it had been named a Leader in the Forrester Wave for Proactive Security Platforms, with the highest Strategy score among evaluated vendors, according to the company release on CrowdStrike. That recognition supports the platform narrative, but the share valuation still depends on converting product adoption into recurring revenue and durable profit.
Valuation leaves little room for misses
CrowdStrike had a market capitalization of USD 284.8 billion as of October 6, 2026. Its USD 85.68 to USD 286.99 52-week range places the valuation near the upper end of its recent market history, increasing the importance of the next revenue and annual recurring revenue update.
The next investor test is the companys fiscal third-quarter performance against its guidance range and the 34.00 percent full-year net new annual recurring revenue growth midpoint. For investors, the key comparison is clear: StoneX sees USD 325.00, while the business must sustain the 51.00 percent quarterly net new annual recurring revenue growth rate that underpins the bullish thesis.
CrowdStrike stock facts
- Company: CrowdStrike Holdings, Inc.
- ISIN: US22788C1053
- Ticker: CRWD
- Primary exchange: Nasdaq
- Market capitalization: USD 284.8 billion (as of October 6, 2026)
- 52-week range: USD 85.68-USD 286.99 (as of October 6, 2026)
- Sector / Industry: Technology / Software - Infrastructure
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