Cantor keeps CrowdStrike in the bull camp

Another analyst, same old drumbeat

Cantor Fitzgerald just reiterated an Overweight rating on CrowdStrike and kept its price target at $520. With CRWD trading around $398.49 in the note, that still leaves a pretty chunky cushion for believers.

Why the bulls keep showing up

The firm’s take is basically: CrowdStrike is one of the companies getting pulled into more enterprise deals while the security world shifts toward AI-heavy tools. Cantor also said CrowdStrike and Palo Alto are widening the gap, while names like SentinelOne and Fortinet are showing up less often in RFPs.

The investor angle

That matters because cybersecurity isn’t just about more breaches and more fear — it’s about who gets budgeted for when companies refresh their defenses. If renewal cycles are getting longer, the winners are the firms with sticky platforms, pricing power, and a story investors can keep telling themselves over coffee.

Not the only voice in the room

Cantor’s call comes while Benchmark, Piper Sandler, and Stifel also stayed bullish, with targets of $500, $520, and $480. In other words: this isn’t one lonely analyst shouting into the void. It’s more like a small choir chanting “AI security” in a room full of compliance spreadsheets.

Big picture: CrowdStrike is still getting treated like a premium security franchise, not a tired software name. The real question for your portfolio isn’t whether Wall Street likes it — it’s how much perfection the stock has already priced in.