CrowdStrike Analyst No Longer Bullish, Citing Lower Security Budgets And Absence Of AI Tailwinds

Benzinga_recent_news01-12

CrowdStrike Holdings Inc (NASDAQ:CRWD) may be impacted by lower cybersecurity demand in 2026, according to KeyBanc Capital Markets. The CrowdStrike Holdings Analyst: Analyst Eric Heath downgraded the ...

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space is yet to witness AI tailwinds, Heath said in the downgrade note.\nCheck out other analyst stock ratings.\nThe analyst stated that KeyBanc's latest CIO survey data shows:\nCrowdStrike has higher exposure than peers to U.S. Fed cyber budgets, which are likely to be flat in 2026, he added.\n\"Comps in FY27 get more difficult two years post the outage and after significant Flex adoption in FY26,\" Heath further wrote.\nCRWD Price Action: Shares of CrowdStrike Holdings had declined by 1.77% to close at $462.28 on 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