KeyBanc downgraded CrowdStrike (CRWD) to Sector Weight from Overweight without a price target as part of its 2026 outlook for the security, data and AI software names. KeyBanc is “measured” on security stocks based on its recent chief investment office survey and “yet-to-be-seen” AI tailwinds. CrowdStrike is facing “more balanced security spend intentions,” as indicated by the survey, the analyst tells investors in a research note.
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