William Blair analyst Jonathan Ho has maintained their bullish stance on CRWD stock, giving a Buy rating today.
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Jonathan Ho has given his Buy rating due to a combination of factors tied to CrowdStrike’s strategic expansion in identity security and the strengthening of its Falcon platform. He views the planned acquisition of SGNL as a meaningful step that broadens CrowdStrike’s capabilities into real-time, risk-based access control—an area he sees as increasingly vital as AI-driven and identity-centric threats rise. By incorporating SGNL’s dynamic authorization technology, CrowdStrike can more effectively monitor and adjust user access based on live threat signals, enhancing protection across complex enterprise environments.
Ho also believes this transaction advances CrowdStrike’s long-term platform strategy by deepening Falcon’s identity security layer and making the overall offering more comprehensive for customers aiming to reduce the number of security vendors they use. The combination of SGNL’s unified identity fabric, zero standing privileges approach, and continuous access evaluation should increase Falcon’s stickiness and create additional cross-selling opportunities. In his view, these enhancements position CrowdStrike to capture a larger portion of the rapidly expanding identity security market and strengthen its competitive standing, supporting his Buy rating on the shares.
In another report released today, TD Cowen also reiterated a Buy rating on the stock with a $580.00 price target.