加拿大皇家银行分析师Matthew Hedberg表示:“虽然CrowdStrike最近的宕机占据了新闻头条，并造成了短期的噪音，但我们相信该公司将从宕机危机中走出来，成为一家更强大的公司。我们认为该公司2025财年和2026财年的预估没有风险，且100亿美元的ARR目标是可以实现的。”Cybersecurity company crowdstrike has been rated as one of the best stocks in the North American software sector in 2025.
According to a deep report from Royal Bank of Canada (RBC) capital markets, the cybersecurity company $CrowdStrike (CRWD.US)$ has been rated as one of the best stocks in the North American software sector in 2025.
After a significant drop in mid-July, CrowdStrike's stock price rebounded as the company reevaluated some processes. Since early August, the stock has surged by approximately 35%.
Royal Bank of Canada analyst Matthew Hedberg stated: "Although CrowdStrike's recent crash made headlines and caused short-term noise, we believe the company will emerge stronger from the crash crisis. We see no risk in the company's estimates for the fiscal years 2025 and 2026, and the $10 billion ARR target is achievable."
Royal Bank of Canada has selected 11 software companies as the best stocks for 2025, with CrowdStrike being one of them.
Royal Bank of Canada also believes$Adobe (ADBE.US)$and$Constellation Software Inc. (CNSWF.US)$And$Veeva Systems (VEEV.US)$is the best large software stock.
Royal Bank of Canada analyst Matthew Swanson mentioned regarding Adobe: "The market generally expects revenue growth rates of 10.5% and 10.9% for the fiscal years 2024 and 2025, respectively, with digital media ARR growth rates of 12.9% and 11.3%. We believe that with the benefits of Generative AI (GenAI) starting to show, these estimates may be conservative."
By 2025, the most favored medium-sized software companies in North America include$Descartes Systems Group (DSGX.US)$,$Gitlab (GTLB.US)$And.$Guidewire Software (GWRE.US)$.
Hedberg said: "We believe GitLab is in a favorable position to consolidate DevSecOps expenditures."
Royal Bank of Canada remains bullish$Clearwater Analytics (CWAN.US)$and$KINAXIS INC (KXSCF.US)$N/A.$Varonis Systems (VRNS.US)$These three small software companies.
Hedberg said: "We believe that Varonis is in the early stages of entering a vast and continuously growing data security/governance market. Through a saas-first approach, we believe Varonis has the opportunity to achieve strong financial growth in fiscal year 2025 and beyond."
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