Wall Street Analysts Adjust Ratings on Top Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy CRWD?
Source: Benzinga
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives and future expectations for these companies.
- Market Reaction: Although specific stocks were not mentioned, analyst rating changes typically influence investor confidence, potentially leading to direct impacts on stock prices and short-term volatility.
- Investor Focus: Investors considering buying CRWD stock should pay attention to the latest insights from analysts, as these opinions may provide crucial guidance for investment decisions, especially amid increasing market uncertainty.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst rating changes, and investors can access a more comprehensive view through Benzinga's analyst ratings page.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 381.100
Low
353.00
Averages
559.71
High
640.00
Current: 381.100
Low
353.00
Averages
559.71
High
640.00
About CRWD
CrowdStrike Holdings, Inc. is a global cybersecurity company that provides cloud-delivered protection of endpoints, cloud workloads, identity and data. Its Falcon platform is designed for cybersecurity consolidation, purpose-built to stop breaches. The platforms collect and integrate data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. It offers 29 cloud modules on its Falcon platform via a software as a service (SaaS) subscription-based model that spans multiple large markets, including corporate endpoint and cloud workload security, managed security services, security and vulnerability management, information technology (IT) operations management, identity protection, next-generation security information and event management (SIEM) and log management, threat intelligence services, data protection, SaaS security posture management, automation and response (SOAR) and artificial intelligence powered workflow automation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction: The release of Anthropic's new cybersecurity feature heightened market fears, leading to sell-offs in several cybersecurity companies, indicating the potential threat AI poses to traditional cybersecurity solutions.
- Competitive Analysis: While Anthropic's product offers advantages in vulnerability scanning, CrowdStrike's endpoint protection remains a market leader capable of preventing external threats, highlighting that their functionalities do not completely overlap.
- Investment Opportunity: With a price-to-sales ratio of 19, CrowdStrike appears undervalued amidst the broader market downturn, and as a leading cybersecurity provider, it is seen as a prime investment opportunity, especially given the increasing demand for cybersecurity in the AI era.
See More
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- Widespread Cyber Attacks: Concurrent with the U.S.-Israeli strikes on Iran, cyber operations targeted multiple news websites and the BadeSaba religious calendar app, which has over 5 million users, displaying messages like “It’s time for reckoning” to undermine government supporters' morale and affect Iran's response capabilities.
- Internet Connectivity Drop: According to Doug Madory from Kentik, Iran's internet connectivity plummeted at 0706 GMT and again at 1147 GMT, indicating the direct impact of cyberattacks on national infrastructure, potentially leading to restricted information flow and social unrest.
- Potential Retaliatory Actions: As cyberattacks escalate, cybersecurity expert Rafe Pilling warns that Iran may retaliate through proxy groups and hackers against Israeli and U.S. military and commercial targets, increasing the risk of regional tensions.
- Data Wiper Attacks: Cybersecurity firm Anomali reported that state-backed Iranian hacking groups have begun executing “wiper” attacks on Israeli targets to erase critical data ahead of the U.S.-Israeli strikes, demonstrating their focus and preparedness for cyber warfare.
See More
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- Middle East Impact: The U.S.-Israeli attack on Iran is likely to ripple through financial markets, with oil prices rising due to geopolitical risk premiums, as Brent crude has surged from the low $60s to around $73, indicating potential for further volatility.
- CrowdStrike Earnings Preview: CrowdStrike is set to report its quarterly results after Tuesday's close, with Wall Street expecting fiscal 2026 Q4 revenue of $1.3 billion and EPS of $1.10, providing CEO George Kurtz an opportunity to highlight the cybersecurity sector's unique position amidst AI disruption fears.
- Broadcom Earnings Expectations: Broadcom will release its earnings on Wednesday, with anticipated fiscal 2026 Q1 revenue of $19.14 billion and EPS of $2.02, as market sentiment remains optimistic about AI chip demand despite concerns over potential disruptions to infrastructure software.
- Costco Quarterly Report: Costco is expected to report its fiscal 2026 Q2 results after Thursday's close, with projected revenue of $69.22 billion and EPS of $4.56, as management will address consumer spending trends and membership renewal rates amid high price pressures.
See More
Risks Arising from AI System Complexity
- Lack of Understanding: Alfredo Hickman, Chief Information Security Officer at Obsidian Security, highlights that AI technology developers lack understanding of where the technology will be in one to three years, making it difficult for organizations to foresee potential risks when deploying AI, which could lead to decision-making errors and decreased operational efficiency.
- Silent Failure Risks: Noe Ramos, VP of AI Operations at Agiloft, emphasizes that errors in AI systems are often silent and can accumulate over weeks or months, leading to compliance risks and erosion of trust, necessitating effective monitoring mechanisms to address these potential issues.
- Customer Service Mismanagement: IBM's Suja Viswesan discovered that an autonomous customer service agent began approving refunds outside of policy guidelines, which, while seemingly harmless, could lead to significant missteps in customer management, illustrating the inherent risks of AI systems in decision-making.
- Balancing Rapid Deployment and Control: Despite a McKinsey report indicating that 23% of companies are scaling AI applications, organizations face immense pressure to balance rapid deployment with risk control; Hickman notes that companies must find equilibrium between pursuing technological advantages and maintaining operational control to avoid strategic missteps.
See More
Earnings Outlook for the First Week of March
- Plug Power Earnings Forecast: Plug Power (PLUG) is set to report Q4 earnings on March 2, with analysts projecting a 93% year-over-year profit increase and about 14% revenue growth, which will aid the company's focus on hydrogen and fuel cell production.
- CrowdStrike Partnership Expansion: CrowdStrike (CRWD) is due to post its Q4 financial update on March 3, with a recent partnership with Microsoft allowing its Falcon platform to be sold through the Azure Marketplace, expected to enhance market share and enterprise integration.
- Broadcom AI Momentum: Broadcom (AVGO) is anticipated to report FQ1 results on March 4, with analysts expecting revenue and earnings to rise over 25% year-over-year, and plans to sell at least 1 million chips by 2027, indicating strong momentum in the AI sector.
- Costco Steady Growth: Costco (COST) will report FQ2 results on March 5, with expectations of steady revenue and profit growth, as January same-store sales rose 7.1%, demonstrating its appeal to higher-income consumers.
See More
Market Volatility Amid AI Impact and Geopolitical Tensions
- Geopolitical Shock: The U.S. and Israel's military strikes on Iran have triggered significant market volatility, with investors uneasy about future developments, leading to a spike in oil prices on Friday and heightened concerns over potential crude supply disruptions from the Middle East.
- AI Impact Intensifies: As financial firms like Block laid off nearly half their workforce, fears of AI-induced white-collar job losses escalated, resulting in the S&P 500 and Nasdaq dropping nearly 1% and 3.4%, respectively, marking their worst monthly performance since March 2025.
- Chip Stocks Decline: Despite Nvidia reporting better-than-expected quarterly results, its shares fell nearly 6.7%, reflecting a broader market rotation away from hardware stocks, with Broadcom also declining nearly 4%, indicating waning investor confidence in the chip sector.
- Financial Stocks Under Pressure: A report from Citrini Research warned that rapid AI adoption could lead to double-digit unemployment by 2028, causing financial stocks like Capital One and Wells Fargo to suffer significant losses of 6% and over 8%, respectively, amplifying concerns about consumer health.
See More
CrowdStrike Faces Stock Drop Amid AI Threats
- Stock Decline: CrowdStrike's stock fell by 10% due to investor concerns over potential threats from AI, resulting in a 40% drop from its all-time high, reflecting uncertainty in the software sector's future.
- Market Reaction: The release of Anthropic's new cybersecurity feature heightened market fears, leading to sell-offs in several cybersecurity companies, indicating the potential threat AI poses to traditional cybersecurity solutions.
- Competitive Analysis: While Anthropic's product offers advantages in vulnerability scanning, CrowdStrike's endpoint protection remains a market leader capable of preventing external threats, highlighting that their functionalities do not completely overlap.
- Investment Opportunity: With a price-to-sales ratio of 19, CrowdStrike appears undervalued amidst the broader market downturn, and as a leading cybersecurity provider, it is seen as a prime investment opportunity, especially given the increasing demand for cybersecurity in the AI era.
See More
