CrowdStrike (CRWD) News Today

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) shares are trading lower after the company delivered mixed Q2 results and guidance that highlighted ongoing challenges from a prior tech outage. While revenue and EPS topped expectations and Falcon Flex generated $221 million in net new ARR, a softer outlook for the third quarter and a wave of analyst price‐target cuts have weighed on sentiment.

Investors face a tug-of-war between strong long-term growth indicators—driven by AI-powered cybersecurity demand—and near-term valuation and revenue‐timing concerns.

• Positive Sentiment:Earnings beat Q2 revenue and EPS estimates; Falcon Flex delivered $221 million net new ARR, underscoring strong platform adoption. CRWD's Falcon Flex Fuels $221M Net New ARR
• Positive Sentiment:Oppenheimer reaffirmed an “outperform” rating with a $520 price target, signaling confidence in long-term growth. Outperform Rating from Oppenheimer
• Positive Sentiment:Wedbush maintained an “outperform” rating, setting a $525 price target after highlighting AI-driven platform expansion. New $525 Price Target at Wedbush
• Neutral Sentiment:Analysts at Macquarie, Guggenheim and Westpark Capital reaffirmed “neutral”/“hold” ratings, reflecting mixed sentiment despite upside cases. Neutral Rating at Guggenheim
• Neutral Sentiment:CrowdStrike announced an investor briefing at Fal.Con 2025 on Sept. 17, underscoring ongoing investor engagement. Investor Briefing Announcement
• Negative Sentiment:Analysts at Canaccord, Mizuho, Piper Sandler, BTIG, UBS, Sanford Bernstein, Evercore and others cut price targets, pulling many below consensus levels. Price Target Cut to $430 by Canaccord
• Negative Sentiment:Shares slipped on forecasts pointing to lingering effects of last year’s tech outage and a softer Q3 revenue outlook. Tech Outage Effects Weigh on Forecast
• Negative Sentiment:Zacks noted a beat on Q2 earnings was overshadowed by a dim Q3 outlook, pressuring sentiment. Stock Down on Dim Q3 Outlook
• Negative Sentiment:Shares gapped down early following broad downgrade waves, reflecting mounting valuation concerns. Shares Gap Down After Analyst Downgrade