CrowdStrike shares hit records as ARR climbs 25% year on year
CrowdStrike reported ARR of $5.84 billion and 27% subscription growth; brokers raised targets, while noting risks around pipeline conversion into spending.
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what happened
According to TradingView, CrowdStrike Holdings, Inc. Class A (NASDAQ:CRWD) shares reached record levels near $287 during the week. Several brokerages lifted their price targets to $295–$325, citing revenue, company guidance, AI security products and the subscription model.
CrowdStrike’s second-quarter ARR was $5.84 billion, up 25% year on year, while subscription revenue rose 27% to $1.40 billion. The company also linked broader platform adoption to its Flex program and announced the rollout of Guardian, now generally available, and SafeMind on Nvidia Nemotron.
IDC MarketScape named CrowdStrike a Leader in modern endpoint security. The company acquired Onum and integrated Jazz into Falcon Foundry. BNP Paribas maintained an Equal-weight rating and a $180 target. Separately, Tutanota made an unsolicited mini-tender for up to 500,000 shares at $260, expiring October 19, 2026. Activity in late September and early October also exposed data tied to two South Korean banks.
why it matters
The combination of faster ARR growth, new AI-native tools and broker target increases supports market interest in CrowdStrike. At the same time, a warning that pipeline expansion may not translate into higher customer spending, along with the mini-tender and data disclosure, adds uncertainty around the stock.
instruments
sources
- Weekly Recap: Brokerage price-target raises and ARR up 25%/subs +27% — TradingView, 12 October 2026 at 11:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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