Citi analyst Fatima Boolani maintains $CrowdStrike (CRWD.US)$ with a buy rating, and adjusts the target price from $300 to $400.
According to TipRanks data, the analyst has a success rate of 67.0% and a total average return of 19.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $CrowdStrike (CRWD.US)$'s main analysts recently are as follows:
Following Crowdstrike's fiscal Q3 report, the company achieved an 'impressive' milestone of $1B in revenue for the quarter, exhibiting 'healthy' operating leverage despite costs from outages. It is indicated that Crowdstrike's near-term business momentum has faced challenges due to the July outage. Such disruptions are projected to extend into Q4 renewals, possibly influencing the stock to consolidate at a lower position.
In the latter half of the year, while acknowledging the significant effects of previous outages, it's also observed that the company maintains robust customer retention. Additionally, there is ongoing momentum in upselling and cross-selling. Although current customer retention initiatives are temporarily impacting net annual recurring revenue and free cash flow, expectations are set for these pressures to ease in the latter half of FY26, subsequently leading to an acceleration in growth.
Crowdstrike demonstrated exemplary performance, surpassing all guided metrics in Q3. This performance is seen as a validation of management's strategic approach, maintaining strong Gross Retention, and the company's ability to turn a crisis into a strategic opportunity. Analysts also perceive management's acknowledgment of navigating with reduced visibility as appropriate.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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花旗分析師Fatima Boolani維持$CrowdStrike (CRWD.US)$買入評級，並將目標價從300美元上調至400美元。
根據TipRanks數據顯示，該分析師近一年總勝率為67.0%，總平均回報率為19.3%。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
在crowdstrike的財政第三季度報告後，該公司實現了季度營業收入達10億的「令人印象深刻」的里程碑，儘管由於停機帶來了成本，但仍體現出「健康」的運營槓桿。報告指出crowdstrike近期的業務勢頭因7月份的停機而面臨挑戰。這類干擾預計將延續到第四季度的續約中，可能會影響股價在較低的位置上整合。
在下半年，雖然承認以往停機的顯著影響，但也觀察到該公司保持着強大的客戶留存。此外，銷售提升和交叉銷售也在持續進行。儘管當前的客戶留存舉措對淨年度經常性收入和自由現金流產生了暫時影響，但預期在FY26下半年，這些壓力將得到緩解，隨後將導致增長加速。
crowdstrike 展示了卓越的表現，超越了所有指引指標。該表現被視爲對管理層戰略方法的驗證，維持強大的毛留存率，以及公司將危機轉化爲戰略機會的能力。分析師們還認爲，管理層承認在可見性降低的情況下進行導航是合適的。
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