CrowdStrike upgraded to outperform by Mizuho as AI security demand rises

7 articles · Updated · CNBC · Apr 27

Mizuho raised CrowdStrike's price target to $520, citing strong platform demand and AI security leadership; shares rose 1.6% Monday. JPMorgan also highlighted CrowdStrike and Palo Alto Networks as key AI security beneficiaries.
Analysts pointed to CrowdStrike's Falcon Flex subscription, partnerships with hyperscalers, and inclusion in Anthropic's Project Glasswing as catalysts for future growth. The stock is up over 22% in the past month but down 3.3% year-to-date.
Recent bullish analyst calls follow a broader software sector sell-off amid AI disruption fears. CrowdStrike and Palo Alto Networks, both rebounding, make up over 10% of the IGV tech ETF, which is down 20% in 2026.

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