Analyst Tal Liani of Bank of America Securities reiterated a Hold rating on CrowdStrike Holdings, retaining the price target of $470.00.
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Tal Liani’s rating is based on several factors that reflect both the potential and challenges facing CrowdStrike Holdings. The company is positioned well to capitalize on growth opportunities in AI security, identity solutions, and next-gen SIEM, with management outlining ambitious financial targets for 2027 and beyond. These targets, including a net new annual recurring revenue growth above market expectations, suggest potential upside. However, the overall growth deceleration in core markets and the fair valuation of the stock contribute to the Hold rating.
Despite the positive outlook on upsell opportunities and the expansion of the total addressable market, the company’s targets remain largely in line with consensus, indicating that while there is room for growth, it may not be as rapid as some investors might hope. The company’s strategic focus on AI and identity security, driven by the proliferation of Agentic AI, presents long-term growth prospects, but the current market conditions and valuation metrics warrant a cautious approach, justifying the Hold recommendation.
According to TipRanks, Liani is a 4-star analyst with an average return of 8.3% and a 57.54% success rate. Liani covers the Technology sector, focusing on stocks such as CrowdStrike Holdings, Ciena, and Palo Alto Networks.
In another report released today, Morgan Stanley also maintained a Hold rating on the stock with a $475.00 price target.