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美股异动|CrowdStrike股价狂飙背后AI创新与战略合作双轮驱动
Xin Lang Cai Jing· 2025-09-18 23:05
不仅如此,多家金融机构对CrowdStrike的股价表现出乐观情绪,纷纷上调其股票目标价。Needham将其 目标价提升至535美元,巴克莱银行和摩根士丹利也分别将目标价上调至515美元和475美元。这样的目 标价上调通常反映了市场对公司未来表现的信心,也可能是促使投资者积极买入的原因之一。 来源:市场资讯 (来源:美股情报站) 在最近的交易日,CrowdStrike Holdings(CRWD)的股价急剧上升,涨幅达到12.82%。这是该股连续 第七天上涨,过去一周累计涨幅达到18.68%。在盘中,股价创下了2025年7月以来的新高点,这一系列 的上涨引起了市场的广泛关注。 近期关于CrowdStrike的几则新闻为这种上涨提供了一些线索。首先,该公司最近推出了一个由人工智 能驱动的新功能——风险修补,该功能将安全和IT操作整合到其Falcon平台中,这种技术上的创新无疑 增强了其市场竞争力。此外,与Salesforce达成战略合作的消息也为CrowdStrike增加了一层光彩,双方 的合作旨在提升AI代理和应用程序的安全性,这种企业间的协作往往会为相关公司的股票带来积极影 响。 此外,Threat AI的 ...
Here's a rapid fire update on all 31 portfolio stocks including our newest name
CNBC· 2025-09-18 20:15
Summary of Key Points Group 1: Stock Analysis - Apple: The latest iPhone 17 models are considered a bargain, especially with trade-in values and provider incentives [1] - Amazon: Potential for upside if margin expansion continues, particularly in e-commerce and cloud growth [1] - Abbott Laboratories: Valued at approximately 24 times earnings, seen as a high-quality med tech stock worth holding [1] - Broadcom: Recent profit-taking due to exceeding 5% portfolio weighting, but long-term outlook remains positive [1] - Boeing: Newly added to the portfolio, expected to benefit from trade policies and has significant multi-year upside potential [1] - BlackRock: Described as a "bull market stock," with a focus on fast-growing investments [1] - Bristol Myers Squibb: Awaiting results from upcoming studies on its schizophrenia drug, Cobenfy, which could improve sentiment [1] - Capital One: Anticipating share repurchases post-Discover acquisition, with strong management praised [1] - Costco: Long-term outlook remains positive despite recent struggles attributed to market perception [1] - Salesforce: Current levels are not recommended for buying or selling ahead of the Dreamforce conference [1] - CrowdStrike: Ambitious target of $20 billion in annual recurring revenue set, indicating strong management confidence [1] - Cisco Systems: Continued support despite underperformance, with a solid dividend [1] - DuPont: Progressing towards a planned breakup, with Qnity expected to unlock more value [1] - Danaher: Facing headwinds from China but announced a significant buyback [1] - Disney: Shares have stalled, but theme park business remains strong [1] - Dover: Future outlook remains bright despite recent disappointing earnings [1] - Eaton: Potential for increased business from data centers as AI spending rises [1] - GE Vernova: High valuation justified by demand for energy generation in AI infrastructure [1] - Goldman Sachs: Expected revenue growth in investment banking and attractive wealth management business [1] Group 2: Additional Stock Insights - Home Depot: Likely to trim position due to housing market turnaround not meeting expectations [2] - Honeywell International: Shares lagging until split is complete, but value remains [2] - Linde: Continues to deliver for shareholders despite challenging end markets [2] - Eli Lilly: Position maintained due to strong performance and potential game-changing products [2] - Meta Platforms: Dominance in advertising market bolstered by generative AI [2] - Microsoft: Attractive long-term investment, with potential for trimming positions [2] - Nvidia: Partnership with Intel solidifies its leadership in GPUs [2] - Palo Alto Networks: High valuation justified by leadership in cybersecurity [2] - Starbucks: Promising turnaround plan under new CEO [2] - TJX Companies: Strongest earnings performance seen, recognized as a top retail performer [2] - Texas Roadhouse: Stock performance tied to cattle futures, expected surge in share price [2] - Wells Fargo: Positive outlook with increased buybacks and diversification into fee-based businesses [2]
Final Trades: SoFi Technologies, Clearway Energy, SPDR S&P Biotech ETF and CrowdStrike
Youtube· 2025-09-18 19:35
Group 1 - SoFi shares have reached an all-time high, with expectations for upgrades to boost the stock price in the coming week [1] - Clearway Energy is highlighted for its 6.5% dividend yield, with a focus on growing earnings and dividends despite market rhetoric about clean energy [2] - The healthcare sector within small caps is noted, with a significant weighting of 16% in the IWM index [2] Group 2 - CrowdStrike's stock has increased by $50, indicating strong market performance [2]
Why CrowdStrike stock rallied today – and is it as far as it goes in 2025?
Invezz· 2025-09-18 19:10
CrowdStrike Holdings Inc (NASDAQ: CRWD) soared nearly 12% on Thursday following upbeat commentary and product reveals at the company's Fal.Con event. At the conference, the firm's management laid out ... ...
CrowdStrike pops 12% on upbeat long-term guidance at investor day
CNBC· 2025-09-18 19:02
Core Insights - CrowdStrike shares increased by over 12% following the release of better-than-expected long-term guidance during its investor day [1] - The company anticipates net new annual recurring revenues (ARR) to grow at least 20% by 2027, surpassing analyst expectations [1] - CrowdStrike aims for ARR to reach $10 billion by 2031 and double to $20 billion by 2036 [1] Company Developments - CrowdStrike announced the acquisition of AI security platform Pangea and a partnership with Salesforce [2] - Wells Fargo analyst Andrew Nowinski highlighted CrowdStrike as the most advanced security platform in the industry, emphasizing the impact of new AI-based solutions [2] - Several Wall Street firms have raised their price targets for CrowdStrike following the announcements [2]
Nasdaq 100: Nvidia Fuels Tech Surge, Intel and CrowdStrike Lead US Indices Higher
FX Empire· 2025-09-18 18:15
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
CrowdStrike Delivers Unified Data Protection for the AI Era
Businesswire· 2025-09-18 16:40
AUSTIN, Texas--(BUSINESS WIRE)--Fal.Con 2025, Las Vegas – CrowdStrike (NASDAQ: CRWD) today announced new Falcon® Data Protection innovations that deliver real-time, unified security built for how data moves in the AI era. By addressing the rising risks of GenAI data leaks, insider threats, and sensitive data in motion across hybrid environments, CrowdStrike is defining the future of data protection and driving consolidation of legacy, fragmented tools at scale. "AI has reshaped how data is crea. ...
Falcon Next-Gen Identity Security Innovations Expand Unified Protection for Every Identity, Closing the Gaps Legacy Solutions Create
Businesswire· 2025-09-18 16:38
Core Insights - CrowdStrike announced new innovations in Falcon® Next-Gen Identity Security, enhancing protection for all identities including human, non-human, and AI agents across the hybrid identity lifecycle [1] Group 1: Innovations and Features - The new features include phishing-resistant multi-factor authentication (MFA), modern privileged access, and automated response capabilities [1] - These advancements aim to eliminate blind spots and consolidate fragmented controls in identity security [1] Group 2: Market Positioning - CrowdStrike's approach advances identity security beyond traditional identity and access management (IAM) solutions [1]
CrowdStrike up 10% with Several Price Target Upgrades
247Wallst· 2025-09-18 15:45
The image featured for this article is © thiago bacelar / Shutterstock.com Latest Podcast Episode Eric Bleeker of The AI Investor Podcast catches up with 7investing CEO Simon Erickson 40 min Live News & Earnings 10:52AM • Sep 18, 2025 • 2 Updates Stock Market Live September 18: S&P 500 (VOO) Spikes After Fed Rate Cut More Content Ian Cooper | Sep 18, 2025 Shares of Bullish (BLSH) Up Another 7.5% on Earnings Chris Lange | Sep 18, 2025 Russia vs. ...
CrowdStrike shares rise on strong guidance, AI-driven growth plans
Proactiveinvestors NA· 2025-09-18 15:37
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...