AmerX rates CrowdStrike stock Underweight at USD 212.00
Published on 10/13/2026 at 12:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS- AmerX initiated coverage on October 8, 2026 with an Underweight rating and a USD 212.00 price target.
- Fiscal second-quarter revenue reached USD 1.47 billion, up 26.00 percent year over year, while net new ARR reached USD 332.80 million.
- CrowdStrike stock was trading at EUR 233.98 at Lang & Schwarz on October 13, 2026, at 12:32 p.m. CEST.
- The next earnings report is scheduled for December 1, 2026.
CrowdStrike stock (ISIN US22788C1053) was trading at EUR 233.98 at Lang & Schwarz on October 13, 2026, at 12:32 p.m. CEST. On October 8, 2026, AmerX initiated coverage with an Underweight rating and a USD 212.00 price target, according to Investing.com.
Three events shape the valuation
On August 26, 2026, CrowdStrike reported fiscal second-quarter revenue of USD 1.47 billion, up 26.00 percent year over year, while net new annual recurring revenue reached USD 332.80 million, up 51.00 percent year over year, according to Yahoo Finance.
On September 25, 2026, the U.S. Department of Justice concluded its examination of CrowdStrike's distributor practices without civil or criminal enforcement, according to Yahoo Finance. The same report cited USD 5.84 billion of annual recurring revenue and USD 530.00 million of operating cash flow for fiscal second quarter 2027.
On October 8, 2026, AmerX placed its target at USD 212.00 and argued that CrowdStrike's valuation exceeded that of comparable cybersecurity companies, according to Investing.com. That assessment contrasts with the company's operating acceleration, leaving revenue conversion and valuation as the central tension in the stock.
What does the target mean for growth?
The latest operating data give the debate a measurable foundation. CrowdStrike's annual recurring revenue grew 25.00 percent year over year to USD 5.84 billion in fiscal second quarter 2027, while Falcon Flex ending annual recurring revenue exceeded USD 2.29 billion after growing 101.00 percent year over year, according to Yahoo Finance.
Management also raised full-year fiscal 2027 net new annual recurring revenue growth guidance to 34.00 percent at the midpoint, an increase of 630 basis points, and guided fiscal 2027 revenue to USD 5.9911 billion to USD 6.0111 billion, according to Yahoo Finance. The figures support a growth case, while AmerX's USD 212.00 target shows how much valuation discipline can differ from operating momentum.
Next reporting date and stock context
CrowdStrike's next earnings report is scheduled for December 1, 2026, according to Investing.com. The same page lists a USD 85.68 to USD 286.99 52-week range and 53 analyst ratings, including 40 Buy, 12 Hold and 1 Sell ratings.
Market capitalization stood at USD 267.8 billion as of October 12, 2026. CrowdStrike's Nasdaq listing and its software infrastructure classification place the company in a high-growth technology segment where recurring revenue, cash generation and valuation multiples compete for attention.
EUR 233.98 in mid-session trading
The Lang & Schwarz quote put CrowdStrike at EUR 233.98 on October 13, 2026, at 12:32 p.m. CEST, during trading. The current euro quotation sits alongside a Nasdaq-listed business whose latest reported fiscal-quarter revenue was USD 1.47 billion and whose annual recurring revenue reached USD 5.84 billion.
The further course of trading is shown by the continuously updated real-time quote of CrowdStrike stock.
CrowdStrike stock facts
- Company: CrowdStrike Holdings, Inc.
- ISIN: US22788C1053
- Ticker: CRWD
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 13, 2026, 12:32 p.m. CEST): EUR 233.98
- Market capitalization: USD 267.8 billion (as of October 12, 2026)
- 52-week range: USD 85.68-286.99 (as of October 13, 2026)
- Sector / Industry: Technology / Software infrastructure
- Next earnings date: December 1, 2026
Market context: Market report Nasdaq Composite.
