BTIG Raises CrowdStrike (CRWD) Price Target to $312

BTIG reaffirms its Buy rating for CrowdStrike and raises the price target to $312 on October 14, 2026, a 37% upside from the current price.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:18 PM EDT · Updated Oct 16, 2026, 1:56 PM EDT

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BTIG raised its price target on CrowdStrike Holdings, Inc. ($CRWD) to $312 from $245 on October 14, 2026, and rates the stock "Buy".

Since the rating, $CRWD is down 8.8% to date (from the $249.29 close on Oct 14, 2026).

CRWD CrowdStrike Holdings, Inc.

$227.39 +100.54% year to date

Daily close · Oct 16, 2026

Key Points

On October 14, 2026, BTIG reiterated its Buy rating for CrowdStrike Holdings, Inc. with a new price target of $312, up from $245.
BTIG's $312 price target implies 37% upside from CrowdStrike Holdings, Inc.'s ($CRWD) current $227.73 share price.
CrowdStrike shares recently traded at $227.73, placing them below the analyst's mean target price of $246.15.
The company reported a revenue growth of 25.8% year-over-year, reflecting strong performance in the cybersecurity sector.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated CrowdStrike Holdings, Inc. alert may contain errors. Disclosures

CrowdStrike Holdings, Inc. (CRWD) received a reaffirmed Buy rating from BTIG on October 14, 2026. The firm raised its price target to $312 from a previous target of $245. This change comes as CrowdStrike continues to demonstrate strong growth in its cybersecurity solutions.

BTIG's Call on CrowdStrike

BTIG's latest action maintains a positive outlook on CrowdStrike, reflecting confidence in its business model and growth potential. The target price has increased significantly, indicating the firm's belief in the company's future performance. With its shares trading recently at $227.73, they are currently below both the new target and the mean analyst target of $246.15.

Other Institutional Activity in CrowdStrike

Other institutional investors have also been active in CrowdStrike. Blackrock Inc. holds 21,846,397 shares valued at approximately $4.97 billion, after increasing its holdings by 472,366 shares. Vanguard Capital Management LLC has 16,205,746 shares worth about $3.68 billion, having added 241,067 shares. State Street Corporation increased its stake by 446,604 shares, now holding 11,583,850 shares valued at around $2.63 billion. Invesco Ltd. also grew its position by 735,142 shares, totaling 8,392,874 shares worth about $1.91 billion. Additionally, JPMorgan Chase & Co. significantly increased its holdings by 4,586,024 shares, bringing its total to 8,174,463 shares valued at $1.86 billion.

CrowdStrike Holdings, Inc. Stock Down 8.6%

As of October 16, 2026, CrowdStrike shares are trading below their 50-day moving average by about 1.9%, while they are well above their 200-day moving average by 42.9%. The recent price represents a 20.6% drop from the 52-week high of $286.99, but it remains significantly above the 52-week low of $85.68. This positioning suggests that the stock is currently navigating a volatile phase, which may present opportunities for investors.

12-month forecast

$CRWD price target

CrowdStrike Holdings, Inc. daily closes and this analyst's $312 target. Not advice.

Recent Earnings

CrowdStrike reported trailing twelve-month revenue of approximately $5.40 billion, showcasing a year-over-year revenue growth of 25.8%. The company has a net margin of 0.8% and a return on equity of 1.5%. The next earnings report is scheduled for December 1, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C+ 64/100

Reported Jun 3, 2026

Forward outlook
29 target raises vs 1 cuts.
EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
Pre-earnings setup
Expectations were about average.
Analyst signal
29 target raises, 1 target cut.
Earnings quality
Gross margin up 1.5 points. Operating margin up 9.1 points. Positive free cash flow.

Earnings Call Summary

CrowdStrike delivered record results with net new ARR of $221 million and ending ARR of $4.66 billion, up 20 percent year over year. The company beat all guided metrics, driven by artificial intelligence demand and strong Falcon Flex adoption with over 1,000 customers. Management announced the acquisition of ONEM to enhance next-generation SIEM with faster data processing and lower costs, positioning them for accelerated growth.

Guidance The company expects revenue between $4.7495 and $4.8055 billion for the full year, growing 20 to 22 percent. They guided for net new ARR to grow at least 40 percent in the second half and aim to exceed $5 billion in ending ARR by year-end.

Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Recent insider transactions show significant selling activity by CEO George Robert Kurtz. On October 5, 2026, he sold 20,000 shares valued at about $5.42 million. He made additional sales of 20,000 shares on October 7, 2026, worth around $5.49 million, and 28,920 shares on October 12, 2026, totaling about $7.72 million. He also sold 1,080 shares on the same day for approximately $294,634.

Analysts Set New Price Targets

On October 14, 2026, BTIG maintained its Buy rating on CrowdStrike with a new price target of $312. Earlier, on the same day, Freedom Broker also reaffirmed a Buy rating with a target of $320. Other firms like BMO Capital and Needham have maintained their ratings at Outperform and Buy, respectively, with targets of $295 and $310.

About CrowdStrike

CrowdStrike Holdings, Inc. specializes in cybersecurity solutions, delivering protection for endpoints, cloud workloads, and data through a subscription model. Headquartered in Austin, TX, the company has over 11,000 employees and continues to expand its market presence in the technology sector.

Bottom Line

Investors should keep an eye on CrowdStrike as it approaches its next earnings report on December 1, 2026. The reaffirmed ratings and raised price targets from analysts indicate a strong confidence in the company's growth despite recent stock price fluctuations.