Mizuho maintains Outperform rating on CrowdStrike shares with steady price target By Investing.com

Mizuho Securities has maintained its positive stance on CrowdStrike Holdings (NASDAQ: NASDAQ:), reasserting an Outperform rating and a price target of $300.00.

The firm’s confidence follows attendance at CrowdStrike’s annual user conference, Fal.Con 2024, and its investor meeting, held in Las Vegas this week.

The analyst noted that despite prevailing uncertainties, conversations with partners and customers at the conference were more favorable than expected.

Management’s strategy to drive transactions with customers was highlighted as sound and flexible, anticipated to yield increasingly favorable results over time.

CrowdStrike’s management also conveyed a strong belief in the company’s long-term Annual Recurring Revenue (ARR) prospects. They reiterated their long-term Free Cash Flow (FCF) margin guidance, aiming for 34%-38%. This is in line with the company’s continued success in extending its reach beyond traditional endpoint security markets.

Mizuho’s evaluation further emphasized CrowdStrike’s unique position in the cloud security platform landscape, with unmatched go-to-market strategies. The analyst expects that CrowdStrike’s normalized Free Cash Flow margins will sustain at approximately 30% over the medium term.

In other recent news, CrowdStrike Holdings has been the focus of several analyst ratings and strategic initiatives. Rosenblatt Securities maintained its Buy rating and $325.00 price target on shares of CrowdStrike, highlighting the company’s recovery and progress since a recent incident.

Evercore ISI, BofA Securities, and Baird also maintained positive ratings on CrowdStrike, with varying price targets. These ratings reflect the company’s strategic direction and the continued demand for its cybersecurity solutions.

Analyst firms such as BTIG, Wolfe Research, and Mizuho Securities have maintained their respective ratings on CrowdStrike, highlighting the company’s strategic initiatives and positive customer feedback. Despite near-term challenges, these firms’ outlook on CrowdStrike is bolstered by the company’s strategic moves and a clear path to growth.

CrowdStrike’s management reiterated their long-term annual recurring revenue (ARR) goal of $10 billion by the fiscal year 2031. This target reflects the company’s confidence in its strategic direction and the continued demand for its cybersecurity solutions.

CrowdStrike has also launched several strategic initiatives, including CrowdStrike Financial Services, a subsidiary designed to provide financing solutions for customers. The company has established partnerships with Dazz and 1Password to enhance cloud security measures and simplify security for small and midsize businesses.

InvestingPro Insights

In light of Mizuho Securities’ reaffirmed confidence in CrowdStrike Holdings (NASDAQ:CRWD), current InvestingPro data provides additional context. The company’s market capitalization stands at a robust $65.48 billion, underscoring its significant presence in the cloud security space. Despite a high P/E ratio of 382.02, reflecting a premium valuation, CrowdStrike’s revenue growth remains impressive, with a 33.07% increase over the last twelve months as of Q2 2025. This growth trajectory is further supported by a solid gross profit margin of 75.37%, indicating efficient operations and strong demand for its services.

An InvestingPro Tip highlights that CrowdStrike holds more cash than debt on its balance sheet, which is a positive sign of financial health and may provide resilience in uncertain market conditions. Another tip points out that analysts expect net income growth this year, suggesting potential upside despite the stock trading at high earnings and revenue valuation multiples. Interested investors can find 39 additional InvestingPro Tips on CrowdStrike, offering deeper insights into the company’s financial health and market position by visiting https://www.investing.com/pro/CRWD.

It’s worth noting that CrowdStrike’s price has experienced a significant drop over the last three months, yet the company has delivered a high return over the last year. These mixed signals reflect the dynamic and sometimes volatile nature of the tech sector, but also the potential for recovery and growth as indicated by the analyst’s projections and the company’s strong fundamentals.

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