AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named an Innovation and Growth Leader in the 2025 Frost Radarâ"¢: Cloud Workload Protection Platforms, scoring highest of all vendors on the Innovation Index. Frost & Sullivan recognized CrowdStrike as the only CNAPP delivering unified, pre-runtime and runtime protection across hybrid and multi-cloud environments, accelerating the market's shift to consolidate fragmented tools onto a single, unified platfor. ...

CrowdStrike (NASDAQ: CRWD) is more competitively entrenched than ever in endpoint security while gaining traction in cloud protection and next-generation Security Information and Event Management (SIEM), according to recent customer feedback and discussions at Fal.Con 2025. This expanding market dominance and an aggressive contract strategy have led analysts to project sustained, strong recurring revenue growth well into fiscal year 2027 and beyond. Scotiabank analyst Patrick Colville upgraded CrowdStrike ...

核心观点 - 华尔街研究机构对Ulta Beauty、CrowdStrike、Arista Networks、Chewy和Intel五家公司发布看涨评级，主要基于其业绩表现、竞争地位、行业趋势和短期催化剂 [2] 个股评级与目标价变动 - Argus将Ulta Beauty评级从持有上调至买入，目标价570美元 [2] - Scotiabank将CrowdStrike评级从板块一致上调至跑赢大盘，目标价从440美元上调至600美元 [2] - BNP Paribas Exane将Arista Networks评级从中性上调至跑赢大盘，目标价从125美元上调至172美元 [2] - MoffettNathanson将Chewy评级从中性上调至买入，目标价48美元 [2] - Seaport Research将Intel评级从卖出上调至中性，未给出目标价 [2] 评级理由与公司基本面 - Ulta Beauty已连续第四个季度盈利超预期，但股价在过去一个季度表现不及标普500指数和行业ETF IYC [2] - 渠道调查显示CrowdStrike在核心终端安全领域的竞争地位比以往更加稳固 [2] - Arista Networks被视为多年AI数据中心资本支出超级周期的关键受益者 [2] - 随着宠物家庭形成持续复苏，Chewy季度客户增量的波动性应会减小，但通往高于共识的26财年客户增量和调整后EBITDA的道路将非线性的 [2] - Intel在挽救其晶圆厂的路径上存在问题且时间窗口正在缩小，但股价短期内可能受到后续投资和潜在临时解决方案的推动 [2]

Austin, Texas-based CrowdStrike Holdings, Inc. (CRWD) is a cybersecurity company that provides cloud-delivered, subscription-based security services through its Falcon platform. Valued at a market cap of $121.5 billion, the company’s offerings include endpoint protection, cloud workload security, identity protection, threat intelligence, vulnerability management, and automated response tools. Companies worth $10 billion or more are typically classified as “large-cap stocks,” and CRWD fits the label perfec ...

CrowdStrike ( CRWD ) is a popular story stock. The tale was a nightmare, however, in the summer of 2024, when a major operational bug resulted in a worldwide outage. CRWD plunged, but CEO George Kurtz took charge and met with reportedly hundreds of his key customers. HisFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-effi ...

文章核心观点 - 公司在投资者日活动上公布了更高的增长和盈利目标 市场反应积极 股价出现两位数涨幅 [1] 财务业绩展望 - 预计2026财年下半年净新增年经常性收入增长将加速至40%或以上 表明业务在经历2024年7月中断后正恢复正常 [4] - 净新增年经常性收入的持续改善是预测下一年收入和现金流的最早期指标 [5] - 公司指引2027财年净新增年经常性收入增长将超过20% 这意味着增长将加速 因最近一个季度的年经常性收入同比增长为20% [6] 长期增长目标 - 重申长期目标 即到2031财年实现100亿美元的年经常性收入 该目标基于平台在现有客户中扩大份额并进入邻近市场 [8] - 设定更长远目标 即到2036财年实现200亿美元的年经常性收入 显示出管理层对长期增长潜力的信心 [10] - 为实现从100亿到200亿美元的跨越 公司需要持续的双位数增长 高附加率模块的扩展以及提升平均账户价值的商业模型 [11] 盈利能力目标 - 管理层将年经常性收入目标与盈利目标相结合 即到2027财年非GAAP调整后运营利润率超过24% 自由现金流利润率超过30% [12] - 如果年经常性收入重新加速增长同时利润率扩大 即使增长放缓 估值也可能保持高位 因为现金生成可能超过营收增长 [12] 业务战略与执行 - 超过20%的净新增年经常性收入增长将依赖于身份管理、下一代安全信息与事件管理以及云安全等产品的交叉销售 以及核心终端产品的稳定表现 支持其平台化叙事 [7] - 100亿美元的年经常性收入目标应被视为一个涵盖销售覆盖、渠道杠杆和产品速度的综合性计划 而不仅仅是幻灯片上的一个数字 [9] - 公司设定的各项目标均假设其能在产品、销售和客户成功方面完美执行 并在终端、身份管理和安全信息与事件管理领域抵御有能力的竞争对手 [13]

Market Analysis by covering: Salesforce Inc, Fortinet Inc, CrowdStrike Holdings Inc. Read 's Market Analysis on Investing.com ...

September 22, 2025 04:01 AM GMT Software | North America Going to Need a Bigger Boat: AI and Security We see a $45bn+ opportunity for AI security in coming years, as organizations grapple with how to secure a larger surface area against more intelligent threat vectors. As threat environment grows, see AI for Security seeing adoption before Security for AI. PANW, CRWD, MSFT, SAIL best exposed. Key Takeaways This note explores the second mega theme in our assumption series of security software coverage. Pleas ...

CrowdStrike Holdings Inc. (NASDAQ:CRWD) ranks among the best hot AI stocks to buy right now. Truist Securities reaffirmed its Buy rating on CrowdStrike Holdings Inc. (NASDAQ:CRWD) and boosted its price target from $500 to $550 on September 18. The change comes after CrowdStrike’s Fal.Con conference, where the company gave information about its long-term operational assumptions, new solutions and features, total addressable market, and fiscal year 2027 targets. Truist Securities stated that it remains imp ...

The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) recently reported strong second-quarter results and announced ambitious long-term revenue goals: $10 billion in fiscal 2031 and $20 billion by 2036. ...