CrowdStrike's stock soared 147% in 2026, reaching a new high thanks to rising demand for AI security.

Oct 6, 2026, 11:17 AM ETOpinionRead the original at Benzinga

Neutral

The report describes room for CrowdStrike to win customers from older security tools and grow AI security sales. But BNP Paribas sees 33% downside to its $180 share-price forecast, leaving the report pointing in different directions.

CRWD · CrowdStrike Holdings, Inc.

AI read · Neutral

The AI's read

More companies replacing older security tools could give CrowdStrike room to add customers for several years. Its AI security products and market-share opportunity also support growth, but the company did not change its fiscal-year forecast. BNP Paribas kept a cautious view and set a $180 share-price forecast, compared with $270 on Oct. 2. The business opportunity and the stated downside point in different directions.

Get alerts for CRWD

Follow CrowdStrike Holdings, Inc. (CRWD) free. When we publish a story about it, you get the plain-English explanation as an alert.

Get alerts for CRWD

Free on the App Store and Google Play, or on the web.