CrowdStrike stock: Rosenblatt lifts target to 275 US dollars

Rosenblatt raised its price target for CrowdStrike Holdings on Thursday, November 12, 2026, and kept a Buy rating on the cybersecurity company. Investing.com reported the target increase on Friday, November 13.

The analyst lifted the target from 250 US dollars to 275 US dollars while maintaining the Buy view. Rosenblatt expects CrowdStrike to deliver a slight beat and raise when it reports fiscal third-quarter 2027 results.

Demand remains central to the view

Rosenblatt said partner checks came in above plan and demand held in line to above the prior quarter. The firm also pointed to Falcon Flex, which it said continues to pull spending forward and expand CrowdStrike's share of customer security budgets.

That assessment gives investors a defined near-term test: whether customer demand and broader platform adoption translate into a stronger outlook at the next results release. The analyst's view is supportive, but the company still has to convert its expanding artificial-intelligence and cybersecurity offering into recurring revenue and earnings.

Valuation stays in focus

Investing.com reported that Rosenblatt viewed the recent pullback in the shares as a valuation reset across richly valued software companies rather than a change in fundamentals. The report also noted that the stock trades at a high earnings multiple, leaving execution important for the bullish case.

Other analysts have also focused on CrowdStrike's expansion from endpoint security into a broader platform covering artificial intelligence, identity, cloud and security operations. For shareholders, the combination of demand checks, Falcon Flex adoption and valuation discipline will shape the next debate around the company.

For broader market context, see Current market reports.

More company-specific developments are available in More news and analyses on CrowdStrike stock.