CrowdStrike(CRWD)

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CrowdStrike's Maturing Growth Profile Doesn't Warrant Triple Digits P/E Valuations
Seeking Alpha· 2025-03-08 15:00
Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect any business relationships with the companies discussed [2]. Group 2 - Past performance is noted as not being a guarantee of future results, underscoring the unpredictability of investment outcomes [4]. - The article clarifies that no recommendations or advice are provided regarding the suitability of investments for particular investors [4]. - The authors of the analysis may include both professional and individual investors, some of whom may not be licensed or certified [4].
CrowdStrike's Relentless Growth Defies Skeptics
Seeking Alpha· 2025-03-08 14:40
Group 1 - Yiannis Zourmpanos is the founder of Yiazou IQ, an AI-driven stock research platform that provides comprehensive stock reports [1] - The investment style of the company focuses on GARP (Growth at a Reasonable Price) and value stocks, emphasizing high-quality, reasonably priced businesses with strong competitive advantages and significant growth potential [1] - The company prioritizes fundamental analysis and seeks stocks that are trading at a discount to their intrinsic value, ensuring a clear margin of safety [1] - The long-term investment approach spans 5-7 years, aiming for wealth accumulation through compounding while emphasizing downside protection and occasionally adopting contrarian views during market uncertainties [1]
CrowdStrike Shares Sink on Outlook. Should Investors Buy the Stock on the Dip?
The Motley Fool· 2025-03-07 10:45
CrowdStrike (CRWD -4.85%) shares tumbled after the company issued weak profitability guidance for fiscal year 2026 and saw spending from existing customers continue to decelerate. Shares of the cybersecurity company are up less than 6% over the past year as of this writing.The company's stock saw a big pullback last summer after a well-publicized outage, but the stock had nicely recovered until this recent sell-off.Let's take a closer look at CrowdStrike's most recent results and guidance to see whether thi ...
CrowdStrike: Is FY 2026 A Lost Cause?
Seeking Alpha· 2025-03-06 13:45
Group 1 - The article discusses the need for CrowdStrike to address trust issues stemming from a worldwide outage in July, which has affected investor confidence [2][3]. - The author emphasizes the importance of following their investment insights and suggests subscribing to their Investor Group for more detailed analysis on tech stocks [1][2]. - The author has a background in electrical and software engineering, providing a strong foundation for understanding technology trends and identifying companies poised for growth, particularly in AI [3]. Group 2 - The article does not provide specific financial data or performance metrics related to CrowdStrike or other companies mentioned [4][5].
CrowdStrike: Toxic Trifecta Forces A Temporary Downgrade To Sell
Seeking Alpha· 2025-03-06 13:00
Core Insights - CrowdStrike Holdings (CRWD) has experienced a series of negative developments since February 19, leading to a significant decline in its stock price [1] Group 1 - The company is approaching a year since a notable event on July 19, which may have implications for its current market performance [1] - A trifecta of negative developments has impacted the stock, indicating potential challenges in its operational or market environment [1]
CrowdStrike Stock Rises 5% After This Key Signal
Benzinga· 2025-03-06 12:34
Core Insights - CrowdStrike Holdings, Inc. (CRWD) experienced a significant trading signal known as Power Inflow, indicating a potential uptrend in its stock price, which was at $348.35 at the time of the signal [1][5]. Group 1: Power Inflow and Market Trends - The Power Inflow is a crucial indicator for traders, suggesting where institutional and "smart money" is moving in the market, and is interpreted as a bullish signal [1][2]. - This indicator typically occurs within the first two hours of market opening and helps gauge the stock's overall direction for the remainder of the trading day [3]. Group 2: Trading Performance and Returns - Following the Power Inflow, CrowdStrike's stock reached a high price of $366.96, resulting in returns of 5.3% from the high and 4.9% from the close price of $365.44 [8]. - The event emphasizes the importance of having a trading plan that includes profit targets and stop losses to manage risk effectively [8].
CrowdStrike Stock: Why the Drop, and Is It a Hidden Opportunity?
The Motley Fool· 2025-03-06 08:14
Core Insights - Recent updates regarding CrowdStrike (NASDAQ:CRWD) have been discussed, highlighting the company's performance and market position [1] Company Updates - The stock prices referenced were from the trading day of March 4, 2025, indicating a specific timeframe for the analysis [1]
4 Cybersecurity Stocks in Focus Amid Rising Cyber Threats
ZACKS· 2025-03-05 21:00
In today’s hyper-connected world, cybersecurity is no longer optional — it’s essential. The frequency and sophistication of cyberattacks are escalating, affecting businesses, governments and consumers alike. Ransomware attacks, phishing scams and data breaches continue to surge, costing companies billions in damages annually. According to a report by Statista, worldwide cybercrime costs are expected to skyrocket from $9.22 trillion in 2024 to $15.63 trillion by 2029, highlighting the urgent need for advance ...
CrowdStrike's Growth Remains Strong—Buy While It's Down
MarketBeat· 2025-03-05 17:44
Core Viewpoint - CrowdStrike is expected to maintain its upward trend due to strong traction, momentum in deal cycles, and a forecast for record-setting performance in 2025, despite a recent stock price decline attributed to weak earnings guidance [1] Financial Performance - The company is experiencing a headwind from anticipated higher tax rates, but this is counterbalanced by robust cash flow and improving shareholder value, with trends expected to continue [2] - Analysts project a 12-month stock price forecast of $401.35, indicating a 12% upside, with a moderate buy rating based on 44 analyst ratings [2] - The consensus price target suggests a 12% upside from critical support levels, with a potential 20% increase following the earnings release [3] Analyst Sentiment - Despite concerns about slowing penetration growth and margin guidance, positive trends such as a 25% increase in Annual Recurring Revenue (ARR) and improving deal momentum are noted [4] - The long-term outlook includes a low 20% revenue compound annual growth rate (CAGR) through 2035, with earnings expected to grow at a robust 30% CAGR [5] Insider and Institutional Activity - Insider selling in Q1 2025 raises some concerns, but it does not negate the long-term outlook, as insiders hold over 4.25% of the stock and institutions are actively buying [6] - Institutional activity has shown a shift from selling in Q2 2024 to buying in Q3 and ramping up in Q1 2025, with ownership exceeding 70% of the stock [7] Financial Condition - CrowdStrike's financial condition is rapidly improving, with increased cash and assets, and a reduction in total liability leverage from 1.85x to 1.6x equity, leading to over 40% growth in equity [8] Technical Outlook - The stock has pulled back by 25% in early 2025, which is expected after a rapid rise in share price, and is currently testing for support at critical levels [9] - Support is identified near the $355 level, with expectations of a rebound that could lead to new highs by the end of 2025 [10]
Why CrowdStrike Stock Is Plummeting Today
The Motley Fool· 2025-03-05 17:41
CrowdStrike (CRWD -8.07%) stock is getting hit with a wave of sell-offs following the company's recent fourth-quarter report. The company's share price was down 8.2% as of 12:30 p.m. ET and had fallen as much as 12.1% earlier in the day.CrowdStrike published its Q4 results after the market closed yesterday, actually reporting sales and earnings that beat Wall Street's expectations. But despite posting better-than-expected quarterly results, investors are selling out of the stock due to forward guidance that ...