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CrowdStrike price target lowered to $460 from $495 at Morgan Stanley

Morgan Stanley analyst Keith Weiss lowered the firm’s price target on CrowdStrike (CRWD) to $460 from $495 and keeps an Equal Weight rating on the shares. The “key metric” of Net New ARR came in at $221M, which was 7% above consensus and “around investor expectations,” the analyst says. While second half NNARR guidance was also better than expected, a lack of pass through of the Q2 beat to fiscal year revenue guidance is likely to weigh on the stock for now given elevated expectations, the analyst added.

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