Last updated: December 10, 2025
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is back in the spotlight today after delivering a perfect score in the latest MITRE ATT&CK® Enterprise Evaluations, while analysts continue to lift price targets on the cybersecurity leader’s AI‑driven platform. [1]
Below is a detailed look at CrowdStrike’s stock on December 10, 2025 — including the newest news, analyst forecasts, valuation debates and risks.
Key Takeaways for CRWD on 10 December 2025
- Stock price today: CrowdStrike trades around $516–$517 per share, giving the company a market value near $130 billion. [2]
- 52-week range: CRWD is about 9% below its 52‑week high of $566.90 (Nov 12, 2025) and well above its low of $298 (Apr 7, 2025). [3]
- Fresh catalyst today (Dec 10): CrowdStrike announced 100% detection and 100% protection with zero false positives in the 2025 MITRE ATT&CK Enterprise Evaluations, in a demanding test spanning endpoint, identity and cloud. [4]
- Growth engine in focus: A new Zacks analysis highlights record net new ARR from CrowdStrike’s Next‑Gen SIEM product and an expanding AWS partnership, calling SIEM one of its most important future growth drivers. [5]
- Earnings momentum: For Q3 fiscal 2026 (reported Dec 2, 2025), revenue grew about 22% year over year to $1.23 billion, net new ARR jumped 73% to $265 million, and total ARR reached $4.92 billion, up 23%. [6]
- Guidance raised: CrowdStrike now expects Q4 FY26 revenue of $1.29–$1.30 billion and full‑year revenue of $4.80–$4.81 billion, both above earlier expectations; FY26 non‑GAAP EPS is guided to $3.70–$3.72. [7]
- Analyst consensus: Around Wall Street, CRWD carries a “Moderate Buy” / bullish tilt, with an average 12‑month price target near $555 and a median around $570, implying mid‑single to high‑single‑digit upside from current levels. [8]
- Valuation is the main pushback: Multiple analysts and independent platforms flag that CrowdStrike trades at a forward price‑to‑sales ratio above 20x and well over sector averages, with some models estimating fair value closer to the mid‑$400s. [9]
- Short‑term signals mixed: Several quantitative/technical services currently classify CRWD as a short‑term “Sell” or weak candidate, citing stretched valuation and downside risk despite constructive fundamentals. [10]
CrowdStrike Stock Today: Price, Performance and 52‑Week Context
As of late trading on December 10, 2025, CrowdStrike stock changes hands at roughly $516.55 per share, with intraday trading between about $505 and $519.
Over the past year:
- 52‑week high: $566.90 (November 12, 2025)
- 52‑week low: $298.00 (April 7, 2025) [11]
According to a Zacks‑syndicated analysis on Nasdaq, CrowdStrike shares are up about 51% year to date, far outpacing the roughly 16% gain in the broader security industry. [12]
Another Motley Fool piece notes that CRWD is up roughly 200% over the last five years, underlining how much future growth is already reflected in today’s price. [13]
December 10, 2025 Headlines: Perfect MITRE Score and Next‑Gen SIEM Momentum
1. 100% Detection and Protection in MITRE ATT&CK
This morning, CrowdStrike reported that its Falcon platform achieved 100% detection and 100% protection with zero false positives in the 2025 MITRE ATT&CK® Enterprise Evaluations, described as the most technically demanding in the program’s history. [14]
Key points from the company’s release:
- The evaluation used real‑world, cross‑domain attack simulations that moved across identity, endpoint and cloud environments.
- CrowdStrike emphasised that its unified architecture allowed analysts to see and stop attacks across these surfaces without excessive “noise” from false alerts. [15]
From an investor standpoint, these results:
- Reinforce CrowdStrike’s technical leadership narrative in endpoint and cloud security.
- Support the premium valuation argument — that customers will consolidate tooling onto platforms with demonstrated efficacy.
- Provide fresh marketing ammunition at a time when enterprises are scrutinising vendor ROI.
Several financial news outlets also picked up the MITRE story today, highlighting the perfect score as an additional fundamental tailwind for the stock. [16]
2. Zacks: Can Next‑Gen SIEM Become CrowdStrike’s Biggest Growth Engine?
Also dated December 10, 2025, a Zacks analysis (syndicated by Nasdaq and TradingView) zooms in on CrowdStrike’s Next‑Generation SIEM (“Next‑Gen SIEM”) business. [17]
Key takeaways from that report:
- Record net new ARR from Next‑Gen SIEM in Q3 FY26 shows customers are increasingly replacing legacy SIEMs with Falcon’s unified platform. [18]
- A large European bank signed an eight‑figure deal to swap out its old SIEM and streaming pipeline for Falcon Next‑Gen SIEM, Onum and Charlotte AI, consolidating endpoint, identity and cloud telemetry in one place. [19]
- An expanded AWS partnership now exposes Falcon Next‑Gen SIEM directly inside AWS Security Hub, potentially widening the funnel of trial users who can later convert into Falcon Flex subscriptions. [20]
On the numbers side, Zacks notes:
- Shares of CRWD are up ~51% YTD (as mentioned earlier).
- CrowdStrike trades at a forward price‑to‑sales ratio of about 22.8x, compared with an industry average around 12.4x. [21]
- The Zacks Consensus projects ~21% year‑over‑year revenue growth in both fiscal 2026 and 2027, but near‑term EPS in FY26 is expected to dip slightly before re‑accelerating in FY27. [22]
Zacks rates the stock at Rank #3 (Hold), essentially saying “great business, but valuation already rich.”
Q3 FY26 Earnings Recap: Growth Re‑Accelerates, Guidance Lifts
CrowdStrike released its third‑quarter fiscal 2026 results on December 2, 2025. The quarter is central to today’s narrative.
Revenue, ARR and Profitability
From the press release and subsequent coverage: [23]
- Total revenue: $1.23 billion, up 22% year over year (vs. $1.01 billion in Q3 FY25).
- Subscription revenue: about $1.17 billion, also growing in the low 20s percent. [24]
- Net new ARR:$265 million, up 73% year over year, a clear re‑acceleration after several quarters of slowing growth. [25]
- Total ARR:$4.92 billion, up 23% year over year. [26]
- Profitability: various analyses describe Q3 as another step toward scale: the net loss narrowed to roughly $34 million, down from about $110 million in Q1 FY26, with losses shrinking even as revenue climbs. [27]
On EPS and “beat vs. miss,” the data providers don’t fully agree:
- One transcript summary notes non‑GAAP EPS of ~$0.96, above a consensus near $0.94. [28]
- Others say revenue of $1.23 billion was very close to, or a hair below, some $1.24 billion estimates — essentially “in line.” [29]
Regardless of the tiny modelling differences, the broad takeaway is that CrowdStrike resumed ARR acceleration while maintaining strong top‑line growth in the low 20s percent and improving losses.
Upbeat Q4 and Full‑Year Guidance
Following Q3, management raised guidance for both Q4 FY26 and the full fiscal year. According to Reuters, MarketBeat and other outlets: [30]
- Q4 FY26 revenue:
- Guided to $1.29–$1.30 billion, above analyst expectations around $1.22 billion.
- Q4 FY26 non‑GAAP EPS:
- Targeted at $1.09–$1.11.
- FY26 revenue:
- Raised to $4.80–$4.81 billion.
- FY26 non‑GAAP EPS:
- Upgraded to $3.70–$3.72, versus a consensus near $2.29 cited in one MarketBeat summary. [31]
Reuters framed the guidance as evidence that AI‑driven security demand and platform consolidation are offsetting macro headwinds and last year’s widely publicised outage incident. [32]
What Wall Street Is Saying: Ratings, Targets and Forecasts
Consensus Rating and Average Price Target
Multiple aggregators now show a broadly bullish sell‑side stance on CRWD, tempered by valuation concerns:
- MarketBeat:
- Reports 52 analysts with a 12‑month average price target of about $554.74, with a high of $706 and a low of $353.
- The average implies mid‑single‑digit upside from current levels and is described as consistent with a “Moderate Buy” consensus. [33]
- QuiverQuant (based on recent research coverage):
- Lists 37 analysts with a median target of $570.
- Highlights fresh targets including $595 from Citigroup, $590 from Cantor Fitzgerald, $600 from Susquehanna, and $613 from Scotiabank, all issued in early December. [34]
- Zacks / Yahoo Finance:
- Show an Average Brokerage Recommendation (ABR) of 1.91 on a 1–5 scale (1 = Strong Buy, 5 = Strong Sell), signalling that most brokers still rate CrowdStrike as Buy or Strong Buy. [35]
Taken together, Wall Street expects continued double‑digit growth and further margin expansion, but sees less room for multiple expansion after the 2025 rally.
Recent Analyst Moves
Over the past couple of weeks, several firms have updated their views:
- Citigroup: Maintained a “Buy” rating and raised its CRWD price target to $595 on December 4, 2025. [36]
- Goldman Sachs: Reiterated a “Buy” with a $564 target on December 4. [37]
- BMO Capital, JP Morgan, Rosenblatt, Wedbush, KeyBanc and others all reiterated bullish ratings (Outperform/Overweight/Buy) and set targets generally between the mid‑$500s and low‑$600s following the Q3 release. [38]
- Cantor Fitzgerald: Lifted its price target from $500 to $590, citing re‑accelerating net new ARR, strong demand for platform consolidation, and optimism about the 2027 outlook, while still acknowledging endpoint‑market constraints. [39]
- Stifel: Raised its target to $600 from $515 and kept a Buy rating, reflecting survey work that pointed to improving growth trends. [40]
QuiverQuant summarises the mood succinctly: 22 firms have issued “Buy” ratings in recent months with zero outright “Sell” calls, even as some research shops caution on valuation. [41]
Long‑Term ARR Ambitions
An earlier RBC note remains relevant: the bank reiterated Outperform and highlighted CrowdStrike’s long‑term Annual Recurring Revenue goal of $20 billion by fiscal 2036, positioning CRWD as one of its top cybersecurity ideas. [42]
That ARR ambition is a key anchor for long‑term forecasts: to justify today’s multiple, the company must keep compounding ARR in the high teens or better for many years.
Valuation Check: Premium Multiples and High Expectations
If there is one consistent criticism across today’s analyses, it’s valuation.
Sales and Earnings Multiples
- Zacks estimates that CrowdStrike trades at a forward price‑to‑sales (P/S) ratio of about 22.8x, compared with roughly 12.4x for its security‑software peers. [43]
- Simply Wall St, using a different methodology and timeframe, pegs the P/S closer to 28.8x, versus 12.7x for peers and about 4.8x for the broader U.S. software sector, and says CRWD is trading above a discounted‑cash‑flow (DCF) fair value around $447 per share. [44]
- A DailyForex note highlights a trailing P/E near 400x, compared with about 35x for the Nasdaq‑100, warning that such a rich setup “magnifies downside risk” if growth stumbles. [45]
Several editorial pieces (from Motley Fool, Simply Wall St and Zacks) make variations on the same point:
“Fantastic business, excellent execution — but it already carries a premium, ‘perfection‑priced’ valuation.” [46]
Growth Assumptions Embedded in the Stock
Simply Wall St’s narrative suggests that: [47]
- Revenue is forecast to expand around 17–18% per year, faster than the broader U.S. market.
- Earnings are projected to grow ~60% annually over the next few years, moving CRWD from ongoing losses toward substantial profitability.
- Because these aggressive assumptions are effectively “baked in,” any slowdown in ARR growth, margin progression or AI‑driven upsell could pressure the multiple.
In other words, CrowdStrike doesn’t just need to grow — it needs to keep growing almost flawlessly to sustain its current valuation.
Short‑Term Technical and Trading Signals
Not all of today’s commentary is bullish. Several short‑term trading services are more cautious, even outright negative:
- StockInvest.us currently labels CRWD a “Sell candidate” based on its technical model, citing “several negative signals” and expecting the stock to “perform weakly in the next couple of days or weeks.” The site’s fair‑value model for December 10, 2025 suggested a predicted opening price around $519.91, close to where the stock actually traded, and it lists dense support/resistance between roughly $502 and $547. [48]
- DailyForex’s stock signal from December 9, 2025 also leans cautious, pointing to the very high P/E, the average analyst target (~$549.5) versus current price, and chart patterns that, in its view, argue for locking in profits after earnings. [49]
This divergence — fundamental analysts largely positive, while some technicians flash warning lights — is typical of a stock that has run hard and is now consolidating.
Insider and Institutional Activity
Insider Selling
Insider activity around CRWD has attracted attention:
- A December 10 Investing.com report notes that director Sameer K. Gandhi sold about $289,000 worth of stock on December 5, 2025 under a pre‑arranged 10b5‑1 trading plan, at prices around $525–$526 per share. [50]
- A MarketBeat‑curated piece on institutional holdings adds that the same director still owns over 760,000 shares, so the sale represented a very small fraction of his total stake. The article also highlights additional sales by CEO George Kurtz and other executives. [51]
- QuiverQuant aggregates insider data and finds that in the last six months, CrowdStrike insiders have executed around 200 open‑market stock sales and zero purchases, with multiple senior leaders selling shares as part of regular programmes. [52]
While insider selling is common in fast‑growing tech (often linked to planned compensation), Simply Wall St and others flag the combination of heavy selling, ongoing GAAP losses and a high valuation as a non‑trivial risk factor. [53]
Institutional Flows
On the other side of the ledger, institutional interest remains strong:
- A December 10 MarketBeat alert reports that Jump Financial LLC initiated a new position worth about $5.56 million in CRWD, adding to the roster of hedge funds involved in the name. [54]
- QuiverQuant’s institutional‑holdings dashboard shows over 1,000 funds adding to their positions in recent quarters, including a 70%+ increase from UBS Asset Management and a sizable add from T. Rowe Price, offset by reductions at other firms such as Morgan Stanley and Arrowstreet. [55]
This split — insiders consistently selling while institutions both buy and trim — is typical of a large, widely held growth stock.
CrowdStrike’s Strategic Position: AI, SIEM and Platform Consolidation
Across today’s coverage, several strategic themes repeat:
- AI‑Native Security Platform
CrowdStrike continues to frame itself as an AI‑first cybersecurity company, with offerings like Charlotte AI embedded across the Falcon platform for detection, investigation and response. MITRE’s cross‑domain test performance and the December Patch Tuesday analysis (highlighting ongoing threat intelligence) are used as proof points of its AI‑enhanced visibility. [56] - Platform Consolidation & Falcon Flex
The Motley Fool notes that Falcon Flex, CrowdStrike’s flexible licensing model, is a major driver of recent ARR acceleration: customers get access to the full product portfolio and can activate modules as needed, encouraging broader adoption of new categories such as cloud security, identity, data protection and SIEM. [57] - Next‑Gen SIEM as a Growth Engine
Today’s Zacks article argues that Next‑Gen SIEM could be one of CrowdStrike’s largest growth engines in the coming years as customers migrate away from expensive, slower legacy SIEM tools. The combination of record SIEM ARR, big‑ticket replacement deals and the AWS integration supports this thesis. [58] - Long‑Term ARR Target of $20 Billion (FY36)
RBC’s earlier note about a $20 billion ARR target by fiscal 2036 helps frame the valuation debate: bulls argue the platform, AI leadership and new product categories make that target plausible; skeptics worry that any shortfall would be heavily penalised, given today’s multiple. [59]
Opportunities and Risks for Investors
Bullish Case: Why Some See More Upside
Supporters of CrowdStrike’s stock emphasise: [60]
- Re‑accelerating ARR growth after a period of deceleration, driven by Falcon Flex and new product categories.
- Strong Q4 and full‑year guidance, with revenue and EPS both guided above consensus.
- A demonstrated technical edge (today’s MITRE results, AI‑driven detection and triage, cross‑domain coverage).
- New growth engines (Next‑Gen SIEM, cloud, identity, exposure management, data protection).
- A large and expanding TAM, as enterprises modernise security stacks and consolidate vendors around platform players.
From this angle, CRWD can still compound revenue at high‑teens to low‑20s percentages for years, potentially growing into — and eventually beyond — its current valuation.
Bearish Case: Why Others Prefer to Wait or Trade Around It
Skeptics and cautious analysts highlight: [61]
- Very rich valuation vs. peers and even other high‑growth software names, with both P/S and P/E multiples at the high end of the sector.
- Ongoing GAAP losses and only modestly narrowing net loss, even at a multi‑billion‑dollar revenue scale.
- Heavy insider selling and essentially zero open‑market insider buying.
- Technical overextension in the near term, with several quantitative models labelling the stock a short‑term “Sell” candidate.
- A highly competitive environment, with rivals such as Palo Alto Networks and SentinelOne also investing aggressively in AI‑driven, platform‑based security. [62]
For these commentators, CrowdStrike’s story still looks attractive — but the margin for error at current prices is thin. Many prefer to wait for pullbacks or clearer evidence of sustainably higher profitability.
Bottom Line: How Today’s News Fits the CrowdStrike Story
On December 10, 2025, the CrowdStrike story is defined by a familiar tension:
- Fundamentals and execution remain strong, as proven by re‑accelerating ARR, raised guidance, and a perfect MITRE score that validates the Falcon platform’s technical strength. [63]
- Analysts broadly like the stock, with dozens of recent Buy/Outperform calls and a 12‑month target cluster mostly between the mid‑$500s and low‑$600s. [64]
- Valuation and insider selling are the key overhangs, prompting cautious stances from quantitative signal providers and fundamental shops that favour cheaper growth opportunities. [65]
For readers tracking CRWD for 2026 and beyond, today’s developments reinforce a simple message:
CrowdStrike continues to execute like a premier cybersecurity platform company — but the stock already trades as if that excellence will last for many years.
That makes position sizing, time horizon and risk tolerance critical for anyone considering the shares.
Disclaimer: This article is for information and news purposes only and does not constitute financial advice, investment recommendation or an offer to buy or sell any security. Always do your own research or consult a licensed financial adviser before making investment decisions.
References
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