CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Every Investor Should Watch. On September 24, Bernstein SocGen Group analyst Peter Weed reiterated a Market Perform rating on the stock with a $343.00 price target. The rating affirmation follows Crowdstrike’s three-day Fal.Con event last week.

The stock moved up 10% following the event, reflecting how investors responded positively to the company’s announcements and demonstrations. Crowdstrike also extended its long-term guidance from the current $10 billion in FY’31 to $20 billion in FY’36.

It reiterated that its net new ARR growth remains elevated at over 40% in the second half of fiscal year 2026. However, the firm believes that this growth rate benefits from easier comparisons.

Bernstein believes that its fiscal year 2036 target of $20 billion reflects confidence in applying AGI and Agentic AI to become the “end-to-end security platform of the future.”

“CrowdStrike held their Fal.Con event over three days last week — if the greater than +10% stock move is any indication, investors’ takeaways were pretty bullish. We think there may have been a couple of points that particularly drove this reaction. This includes extending their long-term guide from the current $10B in FY31 to a new long-term ARR of $20B in FY36 (i.e., ~15% CAGR ’31-36), and reiterating their net new ARR growth remains elevated 40%+ in 2H26 (reminder the 40%+ is due to easy comps — this guide is actually ~9% Net New ARR CAGR vs. the last “normal” H2 which was in FY24). The company emphasized the $20B FY36 reflects their confidence in applying Artificial General Intelligence / Agentic AI to become the end-to-end security platform of the future. Demonstrations of their capabilities were quite well received.”’

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

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