How Schwab Network’s view on $CRWD changed

Channel profile →This channel has 3 credited speakers: Morgan Stanley, Truist, UBS3 entries
2026-09-02
“Tsvetta Kaleynska on DELL Becoming More Like NVDA & INTC, AI Raising CRWD Bar”
CRWD narrative shifting to AI infrastructure beneficiary; high valuation/expectations are the main tension point.

Okay let's talk a little bit about the data you got on Crowd Strike. It's had a massive run recently strong results recently. but you know when you think about the um data that you've scraped with regard to a crowd strike what is the conversation about is it about identity protection what stands out

2026-09-01Bullish
“Tuesday's First Moves: MSFT & CRWD PT Hikes, AKAM Upgrade”Truist
CRWD is a constructive buy; Truist raised PT to $300 (from $245) implying ~30% upside based on record quarter and strong FY27 expectations.

All right, and then uh CrowdStrike after hitting the new highs now getting a a little bit of a price target change. Let's talk about this. >> CrowdStrike, this is Truist over here.

They're raising their price target on CrowdStrike to 300. That's up from 245. They are maintaining a buy rating. So, we're very constructive here.

2026-08-31
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