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Research Alert: CFRA Maintains Buy Rating On Shares Of Crowdstrike Holdings Inc.

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our target to $695 from $487, on a EV/S of 24x our FY 28 sales projection of $7.185B. We raise our FY 27 EPS forecast to $4.87 from $4.86 and our FY 28 EPS view to $6.19 from $6.12. We reiterate our belief that AI will be a tailwind for the cybersecurity industry as AI tools and agents accelerate security problems for organizations. The attention (government briefings, launch of Project Glasswing, etc.) around Anthropic's Mythos, its most powerful model and a significant security risk, underscores the urgency for security capabilities to keep pace with AI technologies. This should benefit leading vendors like CRWD (one of the first security firms asked to participate) that are rapidly expanding their offerings with AI-focused solutions (e.g., Falcon AIDR, Charlotte Agentic SOAR). Additionally, the deployment of AI Agents is likely to continue accelerating demand for CRWD's Endpoint Security solutions, and across the broader platform in categories such as next-gen SIEM and Identity protection.

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