Overview

• Shares rose about 10% during the three-day Fal.Con as investors responded to AI demos and roadmap.
• The company reiterated guidance for net new ARR growth above 40% in H2 FY26, which analysts attribute partly to easier comparisons.
• Bernstein’s Peter Weed kept a Market Perform rating with a $343 price target following the event.
• CrowdStrike reports use by 300 Fortune 500 and 543 Fortune 1,000 companies as it advances its agentic-AI security platform strategy.
• Management estimates a $116 billion TAM today rising to $250 billion by 2029, while the stock trades near 27 times sales after a 38% year-to-date gain through Sept. 25.