On November 18, 2025, CrowdStrike (CRWD) gained a new $630 price target from Rosenblatt, fresh analyst upgrades, and momentum from Google‑backed AI security alliances. Here’s what changed and why it matters.
CrowdStrike in Focus Today: Big Price Target Hikes and AI Tailwinds
CrowdStrike Holdings is back in the market’s spotlight today, 18 November 2025, as a wave of analyst calls and new AI security partnerships reshape the investment narrative around the cybersecurity leader.
- Rosenblatt Securities has lifted its price target on CrowdStrike to $630 from $550, maintaining a “Buy” rating. [1]
- Capital One Financial raised its target to $599 and reiterated an “overweight” rating. [2]
- Berenberg initiated coverage with a “Hold” rating and a $600 price target. [3]
These fresh calls come on top of a flurry of recent upgrades from Cantor Fitzgerald, Stifel, Mizuho, RBC, Barclays, Baird, Morgan Stanley and Truist, pushing the one‑year Wall Street target range for CRWD roughly into the $540–$630 band. [4]
At the same time, CrowdStrike’s AI‑native security platform is being pulled deeper into the heart of the cloud ecosystem through new alliances with Google Cloud, F5 and CoreWeave, reinforcing the company’s pitch as the “operating system” for modern cyber defense. [5]
Today’s Big Analyst Calls on CRWD
Rosenblatt: New Top‑Tier Target at $630
Rosenblatt Securities has once again raised the bar for CrowdStrike, boosting its price target to $630 from $550 while reiterating a Buy rating. [6]
According to MarketScreener’s summary of research actions, the Rosenblatt move lands at the very top of the current target range and follows an earlier step‑up from $490 to $550 in September. [7]
The latest Rosenblatt note lands in the context of:
- Strong demand for AI‑driven endpoint and cloud security,
- Increasing platform consolidation in security budgets, and
- A growing ecosystem of partners embedding CrowdStrike’s Falcon platform into their own offerings. [8]
Capital One, Berenberg and Truist Join the Party
Rosenblatt isn’t alone. Today and in recent sessions, several other banks have adjusted their models:
- Capital One Financial: Target raised to $599 from $519, “overweight” rating. [9]
- Berenberg: Initiates coverage at “Hold” with a $600 target, noting CrowdStrike’s strong competitive position but also a rich valuation. [10]
- Truist Securities: On today’s date, internal data from Yahoo Finance shows Truist maintaining a “Buy” rating and raising its target from $550 to $600. [11]
These sit atop a stack of recent moves:
- Cantor Fitzgerald – $590 target, overweight. [12]
- Stifel – $600 target, Buy rating, after a reseller survey pointing to a “solid” Q3. [13]
- Mizuho – $540 target, Neutral, with better‑than‑expected software “checks” but concerns on sentiment. [14]
- RBC Capital – $621 target, Outperform, citing sustained demand and strong execution. [15]
- Barclays – $610 target, Overweight. [16]
- Baird – $550 target, Neutral. [17]
Across these reports, multiple FactSet snapshots show CrowdStrike sitting with an average rating of “overweight” and a mean price target in the low‑to‑mid‑$520s, even before today’s latest round of upward revisions. [18]
AI Security Alliances: Google, F5 and CoreWeave Put Falcon at the Center
The analyst enthusiasm is not happening in a vacuum. A key theme: CrowdStrike’s role as an AI‑native security platform across endpoints, identity, cloud and data.
Google: The Only Endpoint Partner in a New Unified Security Program
On 13 November 2025, CrowdStrike announced that Google Cloud Security has selected it as one of three inaugural partners in the new Google Unified Security Recommended program – and the only endpoint technology partner on that list. [19]
The program is designed to:
- Unify protection across hybrid and multi‑cloud environments,
- Integrate CrowdStrike Falcon with Google Security Operations, Google Threat Intelligence and Chrome Enterprise, and
- Extend into AI workflows, including security of AI models and data via the Model Context Protocol (MCP). [20]
For enterprises, this essentially means that Falcon’s detections, telemetry and identity signals can be more deeply woven into Google‑native tools and workflows. For CrowdStrike, it’s a high‑credibility endorsement from one of the most important cloud platforms in the world.
F5: Hardening Web Traffic for the AI Era
Just days before the Google news, CrowdStrike and F5 announced a strategic alliance around F5 BIG‑IP, a workhorse platform for application delivery and web traffic management. [21]
Key pieces of the deal:
- CrowdStrike Falcon Sensor and OverWatch Threat Hunting are being embedded into BIG‑IP virtual editions, with hardware support to follow.
- Eligible BIG‑IP customers are being offered complimentary access through October 14, 2026, aimed at accelerating adoption of AI‑native security and threat hunting at the network level. [22]
The move effectively stretches Falcon’s reach from endpoints into the network fabric that powers AI‑heavy applications, at a time when F5 is also pushing BIG‑IP v21.0 for AI‑optimized data delivery and security. [23]
CoreWeave: Securing the AI Cloud Foundation
CrowdStrike has also teamed up with CoreWeave, one of the fastest‑growing GPU cloud providers, to “power the secure AI cloud for the agentic era.” [24]
The partnership:
- Combines CoreWeave’s high‑performance AI cloud infrastructure with the Falcon platform’s protection,
- Targets the full AI lifecycle – from model training to deployment – with infrastructure that is “secure by design”, and
- Aims to let AI builders run compute‑intensive workloads on infrastructure hardened against modern cyber threats. [25]
In parallel, CoreWeave itself is rapidly scaling, signing a multibillion‑dollar deal with Vast Data and supporting enormous GPU clusters for AI workloads – a backdrop that further underscores the potential scale of CrowdStrike’s opportunity in AI cloud security. [26]
Sentiment, Fundamentals and a Short‑Term Pullback
Despite the bullish analyst drumbeat, CrowdStrike’s share price eased yesterday. According to MarketWatch, CRWD fell 1.45% on Monday, November 17, closing at $529.78, with relatively light volume versus its 50‑day average. The stock now sits about 6.5% below its recent 52‑week high of $566.90 (set on November 12). [27]
Technical analysts note that CrowdStrike is forming a bullish “three‑weeks‑tight” pattern near recent highs, a setup often associated with consolidation after a strong run. Investor’s Business Daily also highlights that analysts see room for upside to net new annual recurring revenue in the upcoming quarter, supported by positive channel checks. [28]
On the fundamentals side, earlier research has described CrowdStrike as combining strong growth with a demanding valuation “firewall” – in other words, investors already pay a premium for the company’s growth profile, leaving less room for error if growth were to slow. [29]
Institutional Money Is Still Piling In
One reason Wall Street may feel comfortable lifting targets: institutional investors continue to add to their CRWD positions.
Recent filings highlighted today show:
- Citizens Financial Group Inc. RI increased its stake in CrowdStrike by about 28% in the second quarter. [30]
- Intech Investment Management boosted its holdings by roughly 11.6%. [31]
- Frank Rimerman Advisors stepped up its position by around 8%. [32]
- Kingsview Wealth Management also raised its stake by 6.6%. [33]
While position sizes differ, the direction is consistent: professional money managers, on balance, are adding exposure rather than cutting back.
In addition, CrowdStrike was recently named one of the 2025 Fortune World’s Best Workplaces, underscoring a culture that can help sustain innovation and execution in an intensely competitive cybersecurity market. [34]
What to Watch Next
For investors following CrowdStrike and the broader AI‑cybersecurity theme, a few catalysts stand out:
- Fiscal Q3 earnings (early December) – Stifel’s survey work among value‑added resellers points to a “solid” quarter, with the Street watching closely for upside in net new ARR and AI‑driven modules. [35]
- Execution on Google, F5 and CoreWeave partnerships – The depth of integration, early customer wins and incremental revenue signals from these alliances will help determine whether today’s higher price targets are justified. [36]
- Valuation versus growth – With CRWD trading near its highs and multiple firms flagging valuation as elevated, any disappointment in growth, margins or cash flow could trigger volatility. [37]
- Macro and cyber‑risk backdrop – Persistent cyberattacks, AI‑driven threats and regulatory pressure on critical infrastructure continue to support long‑term demand for advanced security platforms like Falcon.
Bottom Line
On November 18, 2025, CrowdStrike sits at the intersection of:
- Escalating AI‑driven security demand,
- A rapidly deepening ecosystem of high‑profile partners, and
- A wave of analyst upgrades, including Rosenblatt’s new street‑high $630 target. [38]
The story now is less about whether CrowdStrike is a leader in endpoint and cloud security – that part is largely accepted – and more about how much growth and profitability the market is willing to pay for as the company cements its role as an AI‑first security platform.
As always, this article is for information only and does not constitute investment advice. Anyone considering CRWD stock should carefully evaluate their own risk tolerance, time horizon and financial situation, and consider consulting a qualified financial adviser.
References
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