UBS has lowered its price target for CrowdStrike Holdings to $425 from $450 while maintaining a Buy rating, following strong fourth-quarter results that exceeded expectations with a net new annual recurring revenue (ARR) of $224 million. Despite a projected 21% year-over-year revenue growth and a solid gross profit margin of 75.24%, concerns over operating margins and free cash flow have led to a cautious outlook. Other analysts, including JPMorgan and Mizuho Securities, have also adjusted their targets, reflecting a mix of optimism and caution regarding CrowdStrike's growth potential and market position.
ubs raises crowdstrike price target amid mixed near term outlook
UBS analyst Fatima Boolani has raised CrowdStrike's price target to $450 from $396, maintaining a Buy rating, citing a positive long-term outlook despite recent stock declines. The company faces scrutiny from the DOJ and SEC over a $32 million transaction, while a strategic partnership with Orange Cyberdefense aims to enhance cybersecurity services in Europe and North Africa. Investors are advised to monitor upcoming financial updates and regulatory developments closely.
ubs raises crowdstrike price target amid mixed short term outlook
UBS analyst Fatima Boolani has raised the price target for CrowdStrike shares to $450, maintaining a Buy recommendation despite a recent 12.35% drop in stock value attributed to a broader market rotation. Concerns about revenue forecasts for 2026 and regulatory scrutiny from the SEC regarding a $32 million transaction with Carahsoft persist, but positive long-term fundamentals and a strategic partnership with Orange Cyberdefense bolster investor confidence. Investors are advised to monitor upcoming financial updates closely.
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