Morgan Stanley analyst Meta Marshall has maintained their neutral stance on CRWD stock, giving a Hold rating on September 9.
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Meta Marshall has given his Hold rating due to a combination of factors surrounding CrowdStrike Holdings. One of the primary reasons is the anticipation of the company’s investor day, where there is a focus on whether CrowdStrike can deliver satisfactory insights on its second-half re-acceleration and initial fiscal year 2027 growth targets. The market is keenly observing the company’s ability to provide clarity on its long-term annual recurring revenue (ARR) and margin targets, as well as potential product releases in identity security and AI-driven solutions.
Another significant factor influencing the Hold rating is the expectation of CrowdStrike’s pathway to achieving over 40% year-over-year net new ARR growth in the second half of fiscal 2026. The company’s recent earnings call highlighted management’s confidence in this growth, driven by strong momentum in its Falcon Flex product and leadership in cloud security and identity protection. However, despite these positive indicators, the high investor expectations and premium valuation multiples suggest that the stock may not have significant upside potential in the near term, justifying the Hold rating.
Marshall covers the Technology sector, focusing on stocks such as Arista Networks, Cisco Systems, and Corning. According to TipRanks, Marshall has an average return of 5.2% and a 57.29% success rate on recommended stocks.
In another report released on September 9, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $463.00 price target.