
NASDAQ:CRWD
This summary was created by AI, based on 28 opinions in the last 12 months.
CrowdStrike Holdings (CRWD) has demonstrated strong quarterly performance, reporting an earnings per share of $1.12, surpassing estimates. Despite being down 13% this year, the company's recent quarterly results reflect strong revenues and significant institutional interest. Social media buzz surrounding CRWD has surged by 244%, indicating increased investor interest. Experts view CRWD as a leading player in cybersecurity, despite concerns about AI disruptions. They emphasize that while the cybersecurity landscape is evolving rapidly, the need for these services will remain critical, and current market conditions may represent a buying opportunity for investors looking to capitalize on its long-term potential.
What he calls one of 15 Red Hot stocks: unstoppable growth stocks with a sky-high valuation (30-100x sales, not earnings) With Okta, is a cloud cybersecurity play. Offers only 30% revenue growth, though trades at 30x sales, which is insane, but what can he say? Danger of a downside hit at these levels.
Has an excellent business model. Snowflake's huge IPO today came at the expense of selling off so many other tech stocks. Wait for things to cool down in this sector, because further IPOs may spark more tech selling.
Security business, endpoint protection. New module expands its total addressable market. A favourite of Gartner Research, calling it a "visionary vendor" second only to MSFT. Trading at a bit of a discount. May be able to buy in low $120s. Price target of $160.30. Don't buy and hold; you must monitor it closely. Also likes PANW and CYBR, with PANW being a long-term hold.