{"id":194548,"date":"2026-03-10T13:36:00","date_gmt":"2026-03-10T17:36:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/10\/morgan-stanley-expects-one-of-the-most-expensive-cybersecurity-stocks-to-outperform-long-term-crowdstrike-holdings-nasdaqcrwd\/"},"modified":"2026-03-10T13:45:09","modified_gmt":"2026-03-10T17:45:09","slug":"morgan-stanley-expects-one-of-the-most-expensive-cybersecurity-stocks-to-outperform-long-term-crowdstrike-holdings-nasdaqcrwd","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/10\/morgan-stanley-expects-one-of-the-most-expensive-cybersecurity-stocks-to-outperform-long-term-crowdstrike-holdings-nasdaqcrwd\/","title":{"rendered":"Morgan Stanley Expects One Of The ‘Most Expensive’ Cybersecurity Stocks To Outperform Long Term – CrowdStrike Holdings (NASDAQ:CRWD)"},"content":{"rendered":"

Morgan Stanley Expects One Of The ‘Most Expensive’ Cybersecurity Stocks To Outperform Long Term – CrowdStrike Holdings (NASDAQ:CRWD)<\/a><\/p>\n

https:\/\/www.benzinga.com\/trading-ideas\/movers\/26\/03\/51167607\/morgan-stanley-expects-one-of-the-most-expensive-cybersecurity-stocks-to-outperform-long-term<\/a><\/p>\n

Publish Date: 2026-03-10 13:36:00<\/a><\/p>\n

Source Domain: www.benzinga.com<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points. CrowdStrike \u2014 A Long\u2011Term Platform Winner?Morgan Stanley analyst Meta Marshall upgraded CrowdStrike on Tuesday and raised the firm’s price target, adding the stock to its Top Pick list. The firm believes CrowdStrike is one of the best\u2011positioned cybersecurity companies for the coming years, with strong potential to keep gaining market share \u2014 particularly in endpoint security, where roughly half the market is still controlled by legacy vendors.Morgan Stanley also highlighted AI tailwinds tied to next\u2011gen SIEM and SOC offerings, along with continued momentum across the broader Falcon platform.The firm expects CrowdStrike’s revenue growth to re\u2011accelerate as platform adoption increases and Falcon Flex continues to scale. While the stock remains one of the pricier names in cybersecurity, Morgan Stanley argues that its leadership position, AI advantage and expanding product suite justify the premium.Despite its elevated valuation, Morgan Stanley said CrowdStrike’s financial profile supports the multiple. The firm expects the company to deliver more than 20% revenue growth at scale and compound free cash flow growth above 30% over the next three years \u2014 placing it among a very small group of software companies with that combination of growth and profitability.\u201cCRWD remains one of the most expensive names within cybersecurity today (~0.7x EV\/Sales\/g). However, we see CRWD as best able to outperform in coming years,\u201d the analyst said. Platform Momentum Remains StrongThe bullish call is driven by several factors: improving win rates in core endpoint security, growing adoption of cloud, identity, and next\u2011gen SIEM modules and rapid uptake of Falcon Flex. Falcon Flex has quickly become a major driver of platform consolidation, helping CrowdStrike secure larger, longer\u2011term deals. The offering grew 120% year\u2011over\u2011year in the fourth quarter.Morgan Stanley said CrowdStrike’s recent results and its appearance at the firm’s TMT conference reinforced themes of platform strength, AI tailwinds and significant remaining share to capture from legacy endpoint vendors. The firm also noted CrowdStrike’s strong support among large enterprises and its defensible position across multiple security categories.CRWD Price Action: CrowdStrike shares were up 0.63% at $436.85 at the time of publication on Tuesday, according to Benzinga Pro.Image: Bluestork\/ShutterstockMarket News and Data brought to you by Benzinga APIs\u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.To add Benzinga News as your preferred source on Google, click here.
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