Cantor Fitzgerald maintained its above-average rating on CrowdStrike Holdings Inc. (NASDAQ: CRWD) shares on Monday, raising its price target to $250 from a split-adjusted base of $181. The adjustment follows a 4-for-1 stock split and reflects the cybersecurity firm’s 64% year-to-date gain, which has brought its shares to $191.95 at the close of trading on Friday.
The firm’s outlook contrasts with Guggenheim’s unchanged neutral rating, while KeyBanc increased its target to $240 and Scotiabank lowered its target to $227 despite maintaining an above-average sector view. InvestingPro data currently flags CrowdStrike as overvalued at current levels.
The analyst actions coincide with CrowdStrike’s pending release of second-quarter fiscal 2027 earnings, scheduled for release two days after the report’s publication. The company also faces the departure of Chief Technology Officer Elia Zaitsev, who is leaving after 13 years with the firm.
Zaitsev is launching a new venture capital fund named Cognition, alongside co-founders Gur Talpaz and Tayler Sipperly—both former CrowdStrike corporate development executives. The fund will focus on early-stage cybersecurity platforms designed to address threats posed by agentic AI, with plans to make three to four seed investments annually.
