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CrowdStrike price target lowered to $425 from $450 at Jefferies

Jefferies lowered the firm’s price target on CrowdStrike (CRWD) to $425 from $450 and keeps a Buy rating on the shares. CrowdStrike reported 23% year-over-year ARR growth in Q4, which the firm calls “decent,” while noting that shares are down driven by near-term free cash flow uncertainty and worse than expected operating income guidance. The firm still has confidence in CrowdStrike’s market position driving an acceleration and models 21% year-over-year ARR growth in FY26, the analyst tells investors.

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