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Markets recover, oil sinksOil spike lifts TSX to highsTech sinks pre-earnings, TSX climbsThis summary was created by AI, based on 38 opinions in the last 12 months.
CrowdStrike Holdings (CRWD) is recognized as a leader in the cybersecurity space, praised for its strong market position and recent AI developments that aid in threat detection. Despite a recent significant stock drop due to a software outage, many experts suggest this presents a potential buying opportunity, citing the long-term demand for cybersecurity solutions amid increasing cyber threats. Financial reviews indicated that although the company reported solid earnings, guidance was conservative, leading to mixed sentiment about its near-term potential. Some analysts recommend patience, suggesting that the stock may encounter volatility, but others remain optimistic about its growth trajectory and market recovery. The consensus indicates a cautious approach, focusing on the company's ability to navigate its challenges and market dynamics effectively.
They caused the global outage last August. He targets $408. He doesn't sell or buy all at once, but in thirds. So, if you wish to sell, sell a third of your holding and buy a better peer, Sentinel One.
There's no shortage of cyber attacks and threats. That's why CRWD hit a high of $455 on Feb 19. Since then, shares have plunged to $308. He was selling, but today he bought back shares which are back to last summer's levels when they caused a massive worldwide outage. EPS guidance was light, but that reflected a higher tax rate ahead. Are already seeing a big return from AI, helping them catch hackers and reducing working hours by employees (labour savings). They beat earnings and revenues and delivered record cash flow. He bought more on today's weakness.
HOLD; CRWD reported earnings yesterday. Q4 results were solid but the guidance was less than expected. The company is likely being conservative, but operating expenses rose and we would like to see this settle in. We will have more quarterly comments to be posted before the opening tomorrow.
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Best of breed in cybersecurity, but plunged over 6% today after reporting a top and bottom line beat, but earnings guidance was soft for this quarter and full year. Shares had run up 94% from its August lows, priced for perfection. He added shares today, because he expects an accelerated second-half of 2025.
Is outperforming the sector. Buyers will re-surface on any pullback. Management recovered from last summer's misstep. There remains good demand for cybersecurity, a dominant theme in tech.
Fine growth and amazing turnaround story.
12-month price target of $408, not much room to go. Instead, look at SentinelOne.
RSI of 71, not crazy overbought, and is one of the S&P's best performers so far this year. Has seen a massive comeback since last summer;s massive outage and sell-off. Great job by the CEO.
Caters more to larger enterprises. A bit pricey to add right now.
The best in cybersecurity. Unfortunate software update meltdown could have happened to anyone. He doubled down when the stock bottomed. Growing rapidly. Probably biggest competitor is SentinelOne.
When it fell off the cliff last July. They lead end point and cloud workload cybersecurity. Shares have rebounded well, but he prefers SentinelOne.
He still believes in the cyber security thesis. Fortinet has a more reasonable valuation vs. CRWD and PANW, but CRWD is gaining a lot of market share, having rebounded from the summer outage.
He added to this when it fell 10% one week for no apparent reason, a disparity to its excellent fundamentals.
It dipped in August, but has recovered. Given this, wait for a pullback.
Hard to think about buying before earnings come out, as it can be so volatile (especially with a company like this). This sector has good secular growth, lots of cybersecurity issues, governments are investing a lot. He owns CHKP instead.
CrowdStrike Holdings is a American stock, trading under the symbol CRWD-Q on the NASDAQ (CRWD). It is usually referred to as NASDAQ:CRWD or CRWD-Q
In the last year, 35 stock analysts published opinions about CRWD-Q. 24 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for CrowdStrike Holdings.
CrowdStrike Holdings was recommended as a Top Pick by on . Read the latest stock experts ratings for CrowdStrike Holdings.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
35 stock analysts on Stockchase covered CrowdStrike Holdings In the last year. It is a trending stock that is worth watching.
On 2025-03-28, CrowdStrike Holdings (CRWD-Q) stock closed at a price of $357.11.