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

1 week ago 8

Ghazal Ahmed

Tue, December 2, 2025 astatine 8:25 AM CST 1 min read

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is 1 of the Buzzing AI Stocks connected Wall Street. On December 1, KeyBanc raised the firm’s terms people connected the banal to $570 from $510 and kept an “Overweight” standing connected the shares. The steadfast is optimistic astir Crowdstrike’s relation arsenic a consolidator and person successful agentic SOC.

According to the firm, Crowdstrike is becoming a person successful its class and is champion positioned to “deliver upon an agentic SOC strategy.” However, coagulated steadfast checks and affirmative qualitative feedback inactive aren’t beardown capable to service arsenic a affirmative catalyst connected earnings.

CrowdStrike (CRWD) volition beryllium reporting their adjacent 4th net connected Tuesday, December 02, 2025. 

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

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is simply a person successful AI-driven endpoint and unreality workload protection.

While we admit the imaginable of CRWD arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 10 AI Stocks successful Focus connected Wall Street and 10 Hot AI Stocks to Keep connected Your Radar

Disclosure: None.


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