Core Insights - CrowdStrike Holdings, Inc. (CRWD) is a leading provider of cloud-delivered cybersecurity solutions with a market cap of $138.5 billion [1] - The company's Falcon platform offers comprehensive protection for endpoints, cloud workloads, identities, and data through a subscription-based SaaS model [1] Stock Performance - CRWD shares have significantly outperformed the broader market, increasing by 82.1% over the past 52 weeks, compared to a 19.6% gain in the S&P 500 Index [2] - Year-to-date, CRWD shares have risen by 61.3%, while the S&P 500 has increased by 16.5% [2] - The stock has also outperformed the Technology Select Sector SPDR Fund (XLK), which returned 34.8% over the same period [3] Financial Results - Following Q2 2026 results, CRWD shares rose by 4.6% as the company reported record performance, including net new ARR of $221 million and a 20% year-over-year ARR growth to $4.66 billion [4] - Revenue grew by 21% to $1.17 billion, with record free cash flow of $284 million [4] - Management expressed confidence in continued ARR acceleration and guided for Q3 adjusted EPS of $0.93 - $0.95 [4] Analyst Ratings - For the fiscal year ending January 2026, analysts expect CRWD's EPS to drop by 57.1% year-over-year to $0.21 [5] - The consensus rating among 45 analysts is a "Moderate Buy," with 25 "Strong Buys," three "Moderate Buys," 14 "Holds," and three "Strong Sells" [5] - A recent analyst reiterated a "Buy" rating and raised the price target to $640 [7] Price Targets - The stock is currently trading above the mean price target of $509.23 [8] - The highest price target of $706 suggests a potential upside of 27.9% [8]