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Crowdstrike very well positioned for vendor consolidation, DA Davidson says

DA Davidson keeps a Buy rating and $165 price target on Crowdstrike after its Investor Briefing presentation affirmed is FY26 $5B ARR target but boosted its free cash flow margin call to 32% or more vs. 30% or more previously. The runway for continued share gains is very long, and Crowdstrike is very well positioned for vendor consolidation, the analyst tells investors in a research note.

Published first on TheFly

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