Mizuho Raises CrowdStrike (CRWD) Price Target to $275
Key Points
- Mizuho reiterated its Outperform rating on CrowdStrike Holdings, Inc. on October 22, 2026, raising its price target to $275 from $250.
- Mizuho's $275 price target implies 16.38% upside from CrowdStrike Holdings, Inc.'s ($CRWD) current $236.30 share price.
- Institutional investors like Bell Bank, Sumitomo Mitsui, and PensionDanmark adjusted their stakes in recent filings.
- CrowdStrike trades near $239.41 as the cybersecurity firm heads toward its next earnings report on December 1, 2026.
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On October 22, 2026, Mizuho maintained its Outperform rating on CrowdStrike Holdings, Inc. while lifting its price target on the cybersecurity firm from $250 to $275. According to the research note released on October 22, 2026, the firm sees further upside for the software provider.
Mizuho vs. the S&P 500
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Mizuho's Call on CrowdStrike Holdings, Inc.
Mizuho reaffirmed its Outperform rating on October 22, 2026, while bumping its price target up to $275 from $250. This forward-looking assessment adds to a wave of recent commentary from Wall Street firms tracking the Austin-based software provider.
Other Institutional Activity in CrowdStrike Holdings, Inc.
Institutional investors have been active around the security software provider. Bell Bank grew its holdings by 4,898 shares, ending with 6,476 shares worth about $1.7 million according to a filing on October 21, 2026. Sumitomo Mitsui Asset Management added 161,434 shares for a total stake of 223,119 shares valued at roughly $59.1 million on October 20, 2026. PensionDanmark boosted its position by 123,102 shares to hold 165,239 shares worth about $43.7 million on October 19, 2026. Tritonpoint Wealth grew its stake by 2,205 shares, closing out the period with 2,991 shares valued near $791,920 on October 19, 2026. Concurrent Investment Advisors expanded its holdings by 154,106 shares to reach 190,640 shares worth about $50.5 million on October 16, 2026.
CrowdStrike Holdings, Inc. Stock Up 3.9%
CrowdStrike recently traded around $239.41 as of October 22, 2026. The stock closed at $239.34 on October 21, 2026.
$CRWD price target
CrowdStrike Holdings, Inc. daily closes and this analyst's $275 target. Not advice.
Recent Earnings
CrowdStrike reported trailing twelve month revenue of $5.4 billion with basic earnings of $0.06 per share. The company operates with a net profit margin of 0.8% and a return on equity of 1.5%. Its next earnings report is scheduled for December 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
29 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
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Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
29 target raises, 1 target cut.
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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.
Insiders have executed planned transactions recently under Rule 10b5-1 trading plans. Director Johanna Flower sold 9,896 shares on October 16, 2026, at an average price of $230.05. CEO George Kurtz sold 10,000 shares on October 16, 2026, at $230.80, another 10,000 shares on October 19, 2026, at $229.09, and an additional 10,000 shares on October 20, 2026, at $226.71.
Analysts Set New Price Targets
Wall Street firms have remained active with their outlooks. On October 14, 2026, Freedom Broker maintained a buy rating with a target of $320, moving up from $260. BTIG kept a buy rating on October 14, 2026, while raising its target to $312 from $245. Citigroup maintained a buy rating on October 15, 2026, with a target of $295. Keybanc kept an overweight rating on October 16, 2026, and lifted its target to $265 from $245. Overall, the stock holds a consensus buy rating with a mean target price of $246.15 across 50 analyst opinions.
About CrowdStrike Holdings, Inc.
Headquartered in Austin, Texas, CrowdStrike Holdings, Inc. builds cloud-native security software to protect corporate endpoints, cloud workloads, identities, and data. Its unified SaaS platform helps organizations defend against sophisticated digital attacks.
Bottom Line
Investors will look toward the company's upcoming earnings report on December 1, 2026, for further clues on subscription growth and platform adoption.
Source: Mizuho's rating change on $CRWD (Oct 22, 2026). Written by software, not financial advice. How we make alerts