CrowdStrike (CRWD) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

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2026-07-28 MAJOR
▲ Agreement Shift

CRWD's Committee agreement moved from 57.10% to 85.70% (+28.60pp, 1 day(s) apart).

57.10 → 85.70 (+28.6)

2026-07-28 MATERIAL
▼ Score Change

CRWD's Committee score moved from 60.26 to 54.33 (-5.93, 1 day(s) apart).

60.26 → 54.33 (-5.9)

2026-07-28 MAJOR
— Conviction Change

CRWD's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-28 MAJOR
— Rating Change

CRWD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-24 MATERIAL
▲ Agreement Shift

CRWD's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-24 MINOR
▼ Score Change

CRWD's Committee score moved from 58.52 to 57.59 (-0.93, 1 day(s) apart).

58.52 → 57.59 (-0.9)

2026-07-24 MATERIAL
— Conviction Change

CRWD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-18 MATERIAL
▲ Agreement Shift

CRWD's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-18 MINOR
▼ Score Change

CRWD's Committee score moved from 61.74 to 61.53 (-0.21, 1 day(s) apart).

61.74 → 61.53 (-0.2)

2026-07-18 MATERIAL
— Conviction Change

CRWD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-17 MINOR
▲ Score Change

CRWD's Committee score moved from 60.81 to 61.74 (+0.93, 1 day(s) apart).

60.81 → 61.74 (+0.9)

2026-07-16 MATERIAL
▼ Agreement Shift

CRWD's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-16 MINOR
▲ Score Change

CRWD's Committee score moved from 59.33 to 60.81 (+1.48, 1 day(s) apart).

59.33 → 60.81 (+1.5)

2026-07-16 MATERIAL
— Conviction Change

CRWD's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
— Rating Change

CRWD moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-15 MINOR
▲ Score Change

CRWD's Committee score moved from 59.02 to 59.33 (+0.31, 1 day(s) apart).

59.02 → 59.33 (+0.3)

2026-07-14 MATERIAL
▲ Agreement Shift

CRWD's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-14 MINOR
▼ Score Change

CRWD's Committee score moved from 62.74 to 59.02 (-3.72, 1 day(s) apart).

62.74 → 59.02 (-3.7)

2026-07-14 MATERIAL
— Conviction Change

CRWD's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-14 MAJOR
— Rating Change

CRWD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MINOR
▲ Agreement Shift

CRWD's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 3 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-10 MINOR
▲ Score Change

CRWD's Committee score moved from 60.77 to 63.36 (+2.59, 3 day(s) apart).

60.77 → 63.36 (+2.6)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →