Wall Street Analysts Downgrade Crowdstrike to Sector Weight
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
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Source: Benzinga
- Crowdstrike Downgrade: Keybanc analyst Eric Heath downgraded Crowdstrike Holdings Inc (NASDAQ:CRWD) from Overweight to Sector Weight, reflecting market caution regarding its future growth, with shares closing at $470.61 on Friday, potentially impacting investor confidence.
- SLM Rating Change: JP Morgan analyst Richard Shane downgraded SLM Corp (NASDAQ:SLM) from Neutral to Underweight and slashed the price target from $29 to $25, with shares closing at $27.61 on Friday, indicating concerns over its profitability.
- Snowflake Rating Adjustment: Barclays analyst Raimo Lenschow downgraded Snowflake Inc (NYSE:SNOW) from Overweight to Equal-Weight, cutting the price target from $290 to $250, with shares closing at $219.09 on Friday, reflecting diminished expectations for its market performance.
- Seadrill Downgrade: Citigroup analyst Scott Gruber downgraded Seadrill Ltd (NYSE:SDRL) from Neutral to Sell, lowering the price target from $35 to $32, with shares closing at $35.47 on Friday, indicating concerns about its future financial health.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRWD is 562.25 USD with a low forecast of 353.00 USD and a high forecast of 640.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 476.660
Low
353.00
Averages
562.25
High
640.00
Current: 476.660
Low
353.00
Averages
562.25
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.
CrowdStrike's Future Growth Potential Analysis
- Market Potential: CrowdStrike's management anticipates the total addressable market in cybersecurity will expand from $140 billion to $300 billion by 2030, indicating significant growth opportunities, with CrowdStrike positioned to capitalize as an industry leader.
- Revenue Growth Outlook: Wall Street analysts project a 22% year-over-year revenue growth for CrowdStrike in FY 2027, suggesting the company can maintain strong growth momentum in the face of AI-driven cyber threats, despite slower revenue growth compared to its stock price surge in 2025.
- Valuation Concerns: With a price-to-sales ratio of 25, CrowdStrike's stock, while performing well in 2025, raises concerns about whether its valuation is too high given that revenue growth has not kept pace, potentially affecting investor confidence moving forward.
- Long-Term Investment Opportunity: Despite challenges related to valuation and growth rates, CrowdStrike is still viewed as a solid long-term investment, with expectations of mid-teens appreciation in 2026, which should be sufficient to outperform the market.
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Anticipated Earnings Reports from Tech Giants
- Meta's Advertising Outlook: Meta's stock has only risen 1.6% over the past year, yet analysts expect its advertising business to remain strong, particularly through the holiday quarter, despite rising infrastructure costs; 60 out of 65 analysts rate it a strong buy, with a price target implying a 24% upside.
- Microsoft Cloud Growth: Microsoft's Azure cloud business has seen a 40% growth over the past year, although its stock has dropped over 11% in the last three months; analysts anticipate that AI spending will drive steady growth in the next four quarters, with a price target of $655 suggesting over 36% potential upside.
- Tesla's Robot Plans: Tesla faces a 16% decline in vehicle deliveries, and analysts are focused on its progress with Robotaxi and Optimus, suggesting that if it can grow market share in Austin, the stock could rise, currently valued over $100 billion with a PE ratio exceeding 125x.
- AI Integration Opportunities: Analysts indicate that Tesla may announce plans to integrate its AI infrastructure into space-based data centers, although there are concerns that Musk's space exploration plans could distract from Tesla's focus.
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