Meta Marshall, an analyst from Morgan Stanley, maintained the Buy rating on CrowdStrike Holdings. The associated price target remains the same with $510.00.
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Meta Marshall has given his Buy rating due to a combination of factors tied to CrowdStrike’s competitive position in AI-driven security and its strengthened endpoint franchise. He highlights that most cyberattacks start at the endpoint and that CrowdStrike’s runtime presence, kernel-level access in Microsoft environments, and large proprietary data set give it a structural edge in building and deploying AI security capabilities as attacks become cheaper and more automated.
Marshall also points out that CrowdStrike’s Falcon Flex model aligns well with customers looking to modernize and retire legacy tools, allowing organizations to adopt a broader suite of modules with pricing and deployment flexibility. He believes these dynamics, combined with ongoing market share gains in endpoint security and the company’s data advantage in SIEM and related areas, position CrowdStrike to benefit disproportionately from AI trends, making the recent share pullback appear excessive and creating an attractive entry point for investors.
In another report released today, Wolfe Research also upgraded the stock to a Buy with a $450.00 price target.
Based on the recent corporate insider activity of 119 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CRWD in relation to earlier this year.