CrowdStrike (CRWD) Emerges as Agentic SOC Leader; KeyBanc Lifts Target to $570

• StockStory Top Pick CRWD +2.27%

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street. On December 1, KeyBanc raised the firm’s price target on the stock to $570 from $510 and kept an “Overweight” rating on the shares. The firm is optimistic about Crowdstrike’s role as a consolidator and leader in agentic SOC.

According to the firm, Crowdstrike is becoming a leader in its category and is best positioned to “deliver upon an agentic SOC strategy.” However, solid firm checks and positive qualitative feedback still aren’t strong enough to serve as a positive catalyst on earnings.

CrowdStrike (CRWD) will be reporting their next quarter earnings on Tuesday, December 02, 2025. 

“We see opportunity for ~$255M NNARR in F3Q (+15% q/q, vs. 13% in FY22/FY24). Key questions for the call: update to FY27 NNARR guide of +20% y/y, expected FCF margins in FY27, M&A strategy (identity, network, observability), AI contribution, timing of transitioning to a Flexonly licensing model, Falcon re-flexes in the quarter..."

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection.

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