{
  "id": 5543099,
  "title": "Rosenblatt reiterates Buy on CrowdStrike stock, cites AI products",
  "url": "https://urgent.news/2026/09/04/rosenblatt-reiterates-buy-on-crowdstrike-stock-cites-ai-products",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-04T11:26:57.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/rosenblatt-reiterates-buy-on-crowdstrike-stock-cites-ai-products-93CH-4889442"
  },
  "original_language": "en",
  "account": "Rosenblatt reaffirmed its Buy rating and $250.00 price target on CrowdStrike (NASDAQ:CRWD) after the company's investor briefing. Over the past year, the stock has risen 109% to $214.97, but InvestingPro analysis indicates the shares may be overvalued at present, with a Fair Value of $128.84. CrowdStrike forecasted a Net New ARR growth of at least 20% in fiscal 2028, amounting to $1.626 billion or more, surpassing Street estimates of 11% to 12% and Rosenblatt's own 14% year-over-year projection. Notably, 15 analysts revised their earnings upward for the upcoming period, showing increased confidence in the company's prospects. CrowdStrike unveiled SafeMind, the industry's initial cybersecurity-specific frontier models powered by NVIDIA Nemotron and trained on CoreWeave, which will be monetized via token packs on Falcon Flex, with a projected launch in fiscal 2028. Additionally, the company introduced Falcon Guardian, the renamed and expanded successor to AIDR, which went live during the keynote event and replaces the higher-priced AIDR v1.0 SKU. The fiscal 2029 target operating model stayed consistent, with three of six P&L lines already within their target ranges. CrowdStrike now aims for a market-share target of 3.5% of a $565 billion calendar 2034 total addressable market. Industry leaders NVIDIA, CoreWeave, and Anthropic attended the event as customers and co-developers. Several analyst firms, including BMO Capital, Piper Sandler, RBC Capital, and Raymond James, have maintained or raised their ratings and price targets for CrowdStrike following its Fal.Con 2026 conference, highlighting the company's robust security portfolio, advancements in AI protection capabilities, and guidance for over 20% year-over-year growth in fiscal 2028 new ARR.",
  "summary": null,
  "key_points": [
    "Rosenblatt maintains Buy rating on CrowdStrike with $250.00 target",
    "Company forecasts Net New ARR growth of at least 20% in fiscal 2028",
    "CrowdStrike launches SafeMind and Falcon Guardian AI cybersecurity products"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}