Morgan Stanley reiterated CrowdStrike as Overweight and raised its price target to $690 from $610 after Q1 2027 earnings beat estimates. The company reported adjusted EPS of $1.10 on $1.39 billion revenue. A $52 million raise to FY27 net annual recurring revenue guidance was driven by accelerating AI demand and platform strength.
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SentinelOne: A High-Potential, Cheap Cybersecurity Play
Summary by ByteBrief