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Tech rebounds, dividends returnCrowdStrike failure weakens Wall Street, TSX flatStocks rally to end rocky weekThis summary was created by AI, based on 26 opinions in the last 12 months.
Experts are generally positive about CrowdStrike Holdings, noting its strong financial performance, leadership in cloud-delivered endpoint protection, and potential for long-term growth. Some concerns were raised about valuations and potential market headwinds, but overall, the company is seen as a solid investment with the potential for further upside.
It's a disaster, but he appreciates their transparency. We will see another outage down the road by another company. There could be claims, but he sees today's pullback as a buying opportunity. He's watching $270 as support. He doubts there will be government intervention. The outage could trigger even more spending in cybersecurity.
CRWD has about 12% of the global market for end point security. Certainly the news is not good, but it is important to realize that this was not a security breach, but rather the company itself adding a software patch to existing customers. Of course, the outcome, i.e. a software shutdown, is largely the same and still a big expense and inconvenience for customers. There will be charges to fix this, and it could be a very manually-intensive fix. Lawsuits are possible. Competitors will use this as a way to try to win contracts from customers using CRWD. But, the stock will drop on the opening, but it will not be a fatal blow. Certainly it will damage reputation, but a security breach would have been worse, in our view. It will get a lot of media attention, but we think ultimately the company recovers over time. Its premium valuation multiple may diminish in the short term. If the problem can be fixed quicky, less damage will be done. It is probably going to create a buying opportunity in the stock, eventually, but as of now there is still too much uncertainty.
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If you buy it today (down 10-12%), you're playing with fire. It's a big deal, a big screw up and she has no idea how this will end. This time of year, contracts are being signed. A client now has the upper hand and could squeeze CRWD for a better deal. At 80x PE and 19x sales, there's zero room for error. Today is only the tip of the iceberg for CRWD, their clients and the industry. There could be government intervention.
It's expensive at 78x forward PE. He owns PANW instead trades at 58x. Today's outage is very concerning. There could be government intervention -- how does that weigh on the space? But cybersecurity spending will continue. Let the dust settle. Don't buy now.
This could be a buying opportunity. He's regretted not buying this in the past. The CEO is great and will get through this crisis. Yes, they are a market leader in mobiles and PCs, but the valuation remains too high for him at 19x sales. Deserved, because it's the belle of the ball. He bought Fortinet and Checkpoint instead.
They project 30% YOY revenue increase next year. Shares might settle here a bit, but could enjoy a bump on news that the S&P will add them the index. Their annual recurring revenue will continue to be a behemoth for them.
Valuations in cybersecurity are high. He waited a long time and recently bought it at $300. He is a long-term investor. CRWD is the leader in this space. Was just added to the S&P, and they just unveiled their AI offering which accounts for nearly 25% of their revenues. But, this has to grow into its high valuation. He bought a half position.
(Analysts’ price target is $400.71)
They just reported a major top and bottom line beat and raised forecasts. A winner.
If you're going to buy just one cybersecurity company right now, buy this one.
Decent runway. Moved to subscription-based model. Involved in corporate workload security and the cloud. Falcon ID protection and log management. Blew it out of the park on top and bottom in March, guided higher on revenue and earnings. Buy here around $321, more closer to $300, under $300 would be a great buy.
Reported a great quarter a few weeks ago and announced a cloud partnership with Nvidia.
Shares jumped more than 10% after reporting a top and bottom line beat and offered better than expected guidance for the quarter and full-year.
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, 24 stock analysts published opinions about CRWD-Q. 22 analysts recommended to BUY the stock. 2 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.
24 stock analysts on Stockchase covered CrowdStrike Holdings In the last year. It is a trending stock that is worth watching.
On 2024-07-26, CrowdStrike Holdings (CRWD-Q) stock closed at a price of $256.255.
Wouldn't touch it yet. Great company. After the news broke, he sold and got out of the way. You have to let it settle, focus on all the other great opportunities out there. Transition from CRWD to a competitor is going to take months, but it will happen.
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