CrowdStrike Buy Rating Reaffirmed on Seraphic Security Acquisition and Browser-Centric Zero-Trust Expansion

William Blair analyst Jonathan Ho has maintained their bullish stance on CRWD stock, giving a Buy rating today.

Jonathan Ho has given his Buy rating due to a combination of factors tied to CrowdStrike’s strategic expansion and differentiated technology. He sees the planned acquisition of Seraphic Security as a meaningful enhancement to the Falcon platform, extending protection beyond endpoints and cloud workloads to the browser, where the majority of enterprise activity now occurs. By embedding zero-trust controls and real-time threat mitigation directly into standard browsers, CrowdStrike can address a major security blind spot without forcing customers into separate, specialized browsers that could hinder user productivity.

Ho also views this move as strengthening CrowdStrike’s competitive positioning in a fast-growing enterprise browser security market populated by well-funded rivals and recent high-value acquisitions. The deal size appears attractive relative to comparable transactions, while the technology fits neatly into CrowdStrike’s broader AI-driven security strategy. Taken together, these factors support his view that the acquisition should reinforce CrowdStrike’s platform value, drive incremental demand, and justify maintaining a Buy recommendation on the stock.

Ho covers the Technology sector, focusing on stocks such as CrowdStrike Holdings, Check Point, and Palo Alto Networks. According to TipRanks, Ho has an average return of 5.5% and a 52.10% success rate on recommended stocks.

In another report released today, Citi also maintained a Buy rating on the stock with a $610.00 price target.