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CrowdStrike downgraded to Hold from Buy at Canaccord

Canaccord analyst Kingsley Crane downgraded CrowdStrike (CRWD) to Hold from Buy with a price target of $475, up from $420. The company reported solid Q1 results but on the profitability side, margins came in below the prior-year comp, the analyst tells investors in a research note. While encouraged by some early expansionary proof points within the Flex customer base and viewing CrowdStrike’s business operations since the July 19 incident “as nothing short of remarkable,” Canaccord simply believes the stock’s risk/reward is more balanced at these levels with shares trading near 21-times estimated 2026 sales.

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