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Barclays Lifts CrowdStrike (CRWD) PT to $500 Ahead of FQ1 2026 Earnings

Barclays analyst Trevor Young has increased the price target on CrowdStrike Holdings Inc. (NASDAQ:CRWD) to $500 from $475, while maintaining an Overweight rating on the shares.

This adjustment comes ahead of CrowdStrike’s FQ1 2026 earnings report, which is expected to come out on Tuesday, June 3. Barclays models FQ1 net new ARR of $175 million, with an optimistic scenario suggesting that this figure could exceed $200 million.

Security personnel at their consoles, monitoring a global network of threats in real-time.

In FQ4 2025, the company’s net new ARR reached $224 million, which contributed to an ending ARR of $4.24 billion for FY2025. Total revenue for FQ4 was $1.06 billion, with subscription revenue exceeding $1 billion. Cloud Security, Identity Protection, and Next-Gen SIEM ARR surpassed $1.3 billion, and demonstrated ~50% year-over-year growth. The company achieved a record $1.07 billion in free cash flow for the full fiscal year, which represented 27% of revenue.

However, the company noted a decline in growth from existing customers, with upselling decreasing from 21% growth in FQ1 to 15% by year-end. For FY2026, CrowdStrike anticipates total revenue to be in the range of $4.7 to $4.8 billion, which shows a growth rate of 20% to 22%. CrowdStrike Holdings Inc. (NASDAQ:CRWD) provides cybersecurity solutions in the US and internationally.

While we acknowledge the potential of CRWD to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRWD and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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