Barclays Lifts CrowdStrike (CRWD) PT to $500 Ahead of FQ1 2026 Earnings

From Yahoo Finance: 2025-05-28 13:17:00

Barclays analyst Trevor Young raises CrowdStrike Holdings Inc. (CRWD) price target to $500 before FQ1 2026 earnings report, expecting net new ARR of $175 million, with potential to exceed $200 million. In FQ4 2025, net new ARR hit $224 million, ending ARR reached $4.24 billion, with total revenue at $1.06 billion.

CrowdStrike notes decline in growth from existing customers, with upselling slowing from 21% to 15% by year-end. FY2026 revenue projected to be $4.7 to $4.8 billion, showing 20% to 22% growth. Company offers cybersecurity solutions in the US and internationally, focusing on AI stocks with higher potential returns.

Security personnel monitor global threats in real-time as CrowdStrike achieves record $1.07 billion in free cash flow for FY2025, with subscription revenue surpassing $1 billion. Cloud Security, Identity Protection, and Next-Gen SIEM ARR top $1.3 billion, demonstrating ~50% year-over-year growth. CrowdStrike aims for continued revenue growth in FY2026.



Read more at Yahoo Finance: Barclays Lifts CrowdStrike (CRWD) PT to $500 Ahead of FQ1 2026 Earnings