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Stifel Nicolaus Lifts CrowdStrike (CRWD) Price Target to $495, Maintains Buy Rating

On June 4, Stifel Nicolaus analyst Adam Borg maintained a Buy rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD), lifting the associated price target to $495 from $480. The analyst’s rating reflects the company’s strategic positioning and strong performance, as it followed CRWD’s fiscal Q1 2026 results on June 3.

The analyst reasoned that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) met or surpassed expectations with its fiscal Q1 2026 results, exhibiting significant achievements such as a notable growth in Net-New Annual Recurring Revenue (NNARR). Annual Recurring Revenue (ARR) rose 22% year-over-year to $4.44 billion, of which $193.8 million was the net new ARR added in the quarter. The analyst attributed this growth to the successful adoption of the Falcon Flex purchasing model.

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

Management exhibited confidence by lifting profitability guidance for FY26 and raising targets for FY27. It expects fiscal Q2 2026 revenue to experience around a 19% year-over-year growth.

Borg expressed confidence in CrowdStrike Holdings, Inc.’s (NASDAQ:CRWD) ability to attain increased profitability and over 20% top-line growth in the coming years, justifying the Buy rating.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity services and products to prevent breaches. Its offerings include cloud-delivered protection across endpoints, threat hunting, managed security services, IT operations management, log management, and more.

While we acknowledge the potential of CRWD as an investment, 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: 10 Best Debt Free IT Penny Stocks To Buy and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

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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

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

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  • 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.

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