进一步分析后，分析师们表示，CrowdStrike与网络人工智能产品相关的收入"大幅"高于一年前的水平。 这一趋势很可能会继续加速发展，这要归功于其Falcon平台的强大功能和高用户粘性。 Wedbush Securities近期对CrowdStrike(CRWD.US)的渠道调查结果显示，其网络安全产品的市场需求"十 分强劲"，而且这种增长势头很可能会持续到2026年。该机构分析师将CrowdStrike的目标股价从525美 元上调至575美元，并再次维持其"跑赢大盘"的评级。 Wedbush Securities表示，其增长势头得益于平台的持续广泛应用，云服务、身份识别和Logscale方面发 展态势良好，数据保护和Charlotte AI方面的表现也超出预期，这些方面在最近一个季度的交易量方面 表现强劲，而且该机构认为，从今年7月开始，这一趋势已经明显加速。 该机构分析师在给客户的一份报告中写道："尽管在迈向人工智能商业化的重要一年之际，企业仍将人 工智能视为首要关注点，但我们看到CrowdStrike的核心领域内出现了更多的模块附加产品。因为这一 趋势的形成还处于早期阶段。" 分析师们写道："在网络安 ...

CrowdStrike Holdings' price target was boosted by Wedbush analysts, who called it the "gold standard" in the cybersecurity field. https://t.co/S9TkX3EDOk ...

A month has gone by since the last earnings report for CrowdStrike Holdings (CRWD) . Shares have added about 7.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is CrowdStrike due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?I ...

All right, what do you got to wrap. There's no second axe when it comes to business. July 19th, the world stood still.8 million PCs went black because of a glitch caused by crowd strike. The stock was at 279. Well, this morning with the stock at 509, Wed Bush, Dan Ies, this is my Dan Ies day, raises his price target from 525 to 575.There are a lot of people who felt this company was finished. Well, not you. to be fair because I am your biggest critic but also your biggest supporter and you were positive thr ...

CrowdStrike Investor Briefing September 2024 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "predict ...

Dan Ives of Wedbush, known for his bullish tech takes, just raised his price target on CrowdStrike Holdings (NASDAQ: CRWD) to $575. The upgrade comes amid an impressive 2025 performance. CrowdStrike stock is up 42.83% year-to-date, currently trading at $496.10 after a 0.82% rise in Wednesday’s session. The new $575 target represents 15.9% upside from current levels, reflecting what the Wedbush analyst described as “increased momentum in the field around its cyber platform approach.”CrowdStrike price predict ...

Core Insights - The technology sector has been the top performer over the past decade, significantly outpacing other sectors, with an average annual return of 20.9% [14] - Major trends driving investment in technology include semiconductors, big data, the Internet of Things, cloud computing, machine learning, and artificial intelligence [1][4] Group 1: Technology Sector Performance - Technology investing is synonymous with growth investing, responsible for five of the top ten performing stocks in the market over the past decade [4] - The technology sector has consistently outperformed the S&P 500, with a 7 percentage point advantage over the index [14] - Nearly 32% of the S&P 500 Index's weight is assigned to the information technology sector, with tech and tech-adjacent stocks exceeding 41% [16][17] Group 2: Characteristics of Tech Stocks - The technology sector includes companies involved in IT services, software development, technology hardware distribution, and semiconductor manufacturing [11] - The classification of tech stocks has become complex due to the emergence of the communication services sector, which includes former tech companies like Meta Platforms and Alphabet [8][9] Group 3: Investment Rationale - Companies across all sectors are increasingly reliant on technology for growth, leading to sustained demand for tech stocks [12][13] - The trend of technology integration into various industries is expected to continue, reinforcing the growth potential of tech investments [12] Group 4: Identifying Top Tech Stocks - A quality screen for selecting tech stocks includes criteria such as a long-term estimated earnings-per-share growth rate of at least 15% and expected revenue growth of at least 15% annually over the next two years [19][20] - Stocks must have at least ten analysts covering them and a consensus Buy rating of 2.5 or lower to be considered for investment [20][21]

Core Insights - CrowdStrike Holdings, Inc. (CRWD) is enhancing its position in cybersecurity by expanding into IT operations with its new product, Falcon for IT, which aims to streamline endpoint management and improve security posture [1][11] Company Developments - Falcon for IT is a unified platform that utilizes AI and real-time insights to provide organizations with better visibility, control, and faster response times in their IT environments [2] - The platform has already begun to see adoption, with a notable deal in the first quarter of fiscal 2026 where it replaced a legacy endpoint management tool for a Fortune 100 technology firm as part of a nine-figure expansion [3][11] - The Falcon platform now includes over 30 modules, indicating a shift towards offering integrated tools that address both security and IT operations, which can help reduce costs for customers by minimizing the need for multiple separate tools [4][5] Competitive Landscape - Competitors like Zscaler and Palo Alto Networks are also evolving their platforms to meet enterprise security demands, with Zscaler reporting an annual recurring revenue (ARR) of $2.9 billion, up 23% year over year [6][7] - Palo Alto Networks is focusing on its platformization strategy, closing over 90 net new platform deals in the third quarter of fiscal 2025, indicating strong momentum in its security operation platform [8] Financial Performance - CrowdStrike's shares have increased by 47.9% year to date, outperforming the security industry's growth of 23.8% [9] - The company trades at a forward price-to-sales ratio of 23.73X, which is higher than the industry's average of 14.91X [13] - The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings suggests a year-over-year decline of 10.94%, while fiscal 2027 earnings are expected to grow by 34.68% [16]

Core Insights - CrowdStrike is a leading cybersecurity company with a stock increase of 40% year-to-date, but its high valuation may limit further growth in the short term [1][12][14] - Long-term investors may benefit from CrowdStrike's comprehensive platform and projected growth in annual recurring revenue (ARR), which could more than double in the next six years [2][15] Company Overview - CrowdStrike's Falcon platform is a unique all-in-one cybersecurity solution, allowing businesses to consolidate their security needs with a single vendor, unlike many competitors that offer specialized products [4] - The platform utilizes cloud-based architecture and artificial intelligence (AI) for automated threat detection and incident response, minimizing the need for employee intervention [5] Product Features - In 2023, CrowdStrike introduced Charlotte AI, a virtual assistant that autonomously filters threats, significantly reducing alert fatigue for cybersecurity managers and saving them over 40 hours per week [6] - The Falcon platform consists of 30 different modules, enabling businesses to customize their cybersecurity solutions [7] Customer Engagement - A record 48% of Falcon customers were using six or more modules by the end of the fiscal 2026 first quarter, indicating increased spending on cybersecurity [7] - The introduction of a new subscription option called Flex allows customers to adjust their spending among different modules, potentially leading to increased long-term expenditure [8] Financial Performance - CrowdStrike ended the fiscal 2026 first quarter with a record $4.4 billion in ARR, reflecting a 22% year-over-year growth, although growth has slowed due to a significant outage in July 2022 [10][11] - Management does not expect long-term impacts from the outage and continues to target $10 billion in ARR by fiscal 2031, representing a potential growth of 127% from the current ARR [15] Market Potential - CrowdStrike's estimated addressable market is currently $116 billion, with expectations to more than double to $250 billion in the coming years [16] - Despite a premium valuation with a price-to-sales ratio of 29.1, long-term investors may find solid opportunities as the company aims for substantial growth [12][15]

Group 1 - The rapid integration of generative AI in the tech industry is causing significant workforce transformation in the U.S., leading to employee anxiety over job restructuring and diminished professional dignity [1][4] - Major tech companies like Google, TikTok, Adobe, and Dropbox are implementing AI tools that replace traditional roles, resulting in layoffs and changes in job responsibilities [2][5][6] - Employees express concerns about the ethical implications and quality of AI-generated outputs, feeling pressured to conform to new AI-driven work standards [3][7] Group 2 - Google has made AI tool usage a hidden evaluation criterion in its performance metrics, creating a high-stakes environment for employees who resist adopting AI [2][4] - TikTok is replacing its content moderation team with an AI system, despite the high error rates of the model, prioritizing cost-saving over employee expertise [2][5] - Adobe employees have raised ethical concerns regarding the use of generative AI, particularly around copyright issues, leading some to resign in protest [3][6] Group 3 - Dropbox has consolidated writing roles into "AI editing support" positions, reducing the need for human creativity while increasing the reliance on AI-generated content [5][6] - CrowdStrike's recent layoffs of 500 employees were justified by a shift towards AI-driven efficiency, leaving remaining staff with increased workloads and uncertainty [6][7] - Employees across various tech sectors report a culture of fear and pressure to adopt AI, with many feeling that AI is being used as a tool for cost-cutting rather than genuine efficiency [7][8]