CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a top AI stock analysts are closely watching. Berenberg initiated coverage with a $600 price target on November 19, citing Crowdstrike’s strong execution. The company’s cloud-native architecture has expanded its Total Addressable Market to $140 billion in FY26E, projected to reach $300 billion by FY30E.
CrowdStrike’s consistent “land and expand” strategy has driven a 112% net revenue retention rate. The company’s platform consolidation in enterprise security has been successful, positioning it at the top of the revenue duration curve. Analysts note that these factors are already priced into Crowdstrike’s shares.
While Crowdstrike is a leader in AI-driven endpoint and cloud workload protection, some believe other AI stocks offer greater upside potential and lower downside risk. For those seeking undervalued AI stocks with potential benefits from Trump-era tariffs and onshoring trends, a free report on the best short-term AI stock is available.
Read more at Yahoo Finance: Analysts See Best-in-Class Execution but Valuation Looks Full
