Evercore analyst Peter Levine maintains $CrowdStrike (CRWD.US)$ with a buy rating, and maintains the target price at $400.
According to TipRanks data, the analyst has a success rate of 54.8% and a total average return of 12.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $CrowdStrike (CRWD.US)$'s main analysts recently are as follows:
Following the fiscal Q3 report, Crowdstrike achieved a notable $1B milestone in revenue for the quarter, characterized by robust operating leverage in spite of costs associated with outages. The recent July outage has moderately impacted the near-term business momentum, an effect which analysts anticipate could extend influentially into Q4 renewals, potentially leading to a consolidation in the share price.
Following a significant outage, the company's robust customer retention and ongoing momentum in upselling and cross-selling are noteworthy. Initially, these efforts have impacted net new annual recurring revenue (nnARR) and free cash flow. Nevertheless, there's an expectation of alleviated pressures and accelerated growth in the latter half of FY26.
Crowdstrike has outperformed all guided metrics in the third quarter, and consistent Gross Retention supports the effectiveness of management's strategies. Additionally, the company has been successful in transforming challenges into opportunities. The proactive approach by management in acknowledging the reduced visibility in operations is also seen as appropriate.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師Peter Levine維持$CrowdStrike (CRWD.US)$買入評級，維持目標價400美元。
根據TipRanks數據顯示，該分析師近一年總勝率為54.8%，總平均回報率為12.0%。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
在財年的第三季度報告中，crowdstrike 實現了 10億 美元的顯著營業收入，這得益於儘管存在停機導致的成本，仍然表現出強大的運營槓桿。最近七月的停機對短期業務勢頭產生了一定影響，分析師預計這一影響可能會在第四季度的續訂中顯著延續，可能導致股價的整合。
在一次重大停機之後，該公司強大的客戶保留率以及持續增長的附加銷售和交叉銷售值得關注。最初，這些努力對淨新年度經常性營業收入 (nnARR) 和自由現金流產生了影響。儘管如此，預計在 FY26 下半年的壓力會減輕，增長將加速。
crowdstrike 在第三季度超出了所有指導指標，穩定的總保留率支持了管理層策略的有效性。此外，該公司成功地將挑戰轉化爲機遇。管理層在承認運營可見性下降方面的主動做法也被視爲恰當。
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