CRWD
Crowdstrike Holdings Inc
NASDAQ: CRWD · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE
$692.91
+1.48% today
Updated 2026-06-15
Market cap
$195.73B
P/E ratio
—
P/S ratio
40.67x
EPS (TTM)
$-0.63
Dividend yield
—
52W range
$343 – $786
Volume
3.5M
Crowdstrike Holdings Inc (CRWD) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed CRWD price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$692.91
Today
Analyst consensus
$540.22
-22.04% · 12M
2030 Base
$821.75
+18.59% future
NPV today
$522.96
@ 10% WACC
48 analysts:
36 Buy12 Hold1 Sell
Management guidance
CrowdStrike has not provided explicit 2030 revenue targets in recent guidance. However, CEO George Kurtz has emphasized sustained 20%+ ARR growth and platform expansion through AI-native security (Falcon platform). Management maintains guidance for 2026-2027 at 24.85% and 21.40% growth respectively, with emphasis on subscription revenue acceleration and international TAM expansion.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
CRWD · Crowdstrike Holdings Inc · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$408.80
NPV today: $260.16
Base case (2030)
$821.75
NPV today: $522.96
Bull case (2030)
$1,555.88
NPV today: $990.15
WallStSmart.com
CRWD financial forecast · Research-backed projections
| Metric | 2026 | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|
| Revenue | $4.8B | $7.3B | $8.8B | $10.4B | $11.9B |
| Revenue growth | 21.7% | 21.3% | 21.4% | 17.8% | 14.7% |
| Net margin | — | 22.2% | 24.1% | 25.3% | 25.8% |
| EPS | $1.10 | $6.29 | $8.25 | $10.15 | $11.85 |
| Diluted shares | — | 257M | 258M | 259M | 260M |
| Net debt | — | $-6.34B | $-7.62B | $-9.14B | $-10.87B |
| P/S multiple | — | 17.0x | 17.0x | 17.0x | 17.0x |
| Implied price (base) | — | $506.71 | $611.81 | $718.09 | $821.75 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $11.9B | $11.9B | $11.9B |
| P/S multiple | 8.0x | 17.0x | 33.0x |
| Diluted shares | 260M | 260M | 260M |
| Net debt | $-10.87B | $-10.87B | $-10.87B |
| Implied P/E † | 35x | 69x | 131x |
| 2030 Price | $408.80 | $821.75 | $1,555.88 |
| NPV @ 10% | $260.16 | $522.96 | $990.15 |
† Implied P/E: Multiples remain elevated across all three scenarios because CRWD is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $821.75 base case
CRWD catalysts and risks
Growth catalysts
+ AI-driven threat expansion driving cybersecurity TAM growth to $250B+ by 2030
+ Falcon platform adoption across hyperscalers (Meta, Microsoft capex $60B-$80B annually)
+ International market penetration (Germany, JAPAC, Europe partnerships announced Q1 2026)
+ Project QuiltWorks AI-security coalition broadening enterprise AI adoption security spend
+ Gartner/Omdia recognition as platform ecosystem leader enhancing competitive moat
Key risks
- Valuation compression: P/S 33.93x and Forward P/E 105.65x leave limited upside to target prices; downside to $368 (-43%) if growth decelerates below 15%
- Negative GAAP profitability: -3.4% margin, -3.8% operating margin; path to 10%+ operating margin not yet visible in guidance
- AI commoditization: Open-source and cloud-native security tools (AWS native, GCP native) could fragment TAM; recent analyst concerns on SASE/ZeroTrust maturation
- Market saturation in core endpoint: RPO growth (85.5% remaining performance obligation) must sustain 20%+ billings growth; FX headwinds and customer optimization risk near-term guidance
- Insider selling: CEO George Kurtz sold $1.47M May 2026; sustained insider selling at $630-650 signals management valuation concerns
Methodology · Crowdstrike Holdings Inc 2030 stock forecast model
Crowdstrike Holdings Inc 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 48 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (2% cumulative for CRWD by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-10.87B by 2030) |
| 3. Time value | NPV calculated using 10% WACC (CAPM: beta 1.06) |
| 4. Multiple framework | P/S compresses with scale: bear 8.0x / base 17.0x / bull 33.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.
CRWD price target FAQ
What is the CRWD price target for 2030?
WallStSmart's Crowdstrike Holdings Inc 2030 base case is $821.75 per share, with a bull case of $1,555.88 and bear case of $408.80. The NPV of the base case discounted to today at 10% WACC is $522.96.
How is the Crowdstrike Holdings Inc 2030 stock forecast calculated?
The CRWD 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the CRWD price target account for dilution?
Crowdstrike Holdings Inc is projected to grow diluted share count from 255M to 260M by 2030 (a 2% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 2%.
What is the analyst consensus on CRWD stock?
48 analysts cover CRWD with an average 12-month price target of $540.22. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.