Baird analyst Shrenik Kothari maintains $CrowdStrike (CRWD.US)$ with a buy rating, and sets the target price at $375.
According to TipRanks data, the analyst has a success rate of 81.5% and a total average return of 27.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $CrowdStrike (CRWD.US)$'s main analysts recently are as follows:
Ahead of the Q3 report on November 26, expectations for the results could be significantly better than some anticipate. The expectations were revised materially lower last quarter and guidance was established with relatively conservative and wide goalposts to set expectations for performance after the unprecedented event.
This quarter's analysis indicates a stabilizing environment for Crowdstrike, with the July outage apparently overlooked, as evidenced by recent survey results as well as discussions with partners and customers.
The firm notes that despite challenges such as the July incident and near-term headwinds, channel feedback has been positive, reflecting minimal gross churn and early successes in renewals with key strategic initiatives. This comes as they encounter easier second-half ARR/revenue comparisons.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
貝雅分析師Shrenik Kothari維持$CrowdStrike (CRWD.US)$買入評級，目標價375美元。
根據TipRanks數據顯示，該分析師近一年總勝率為81.5%，總平均回報率為27.1%。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
在11月26日Q3報告發布之前，對結果的預期可能會比一些人預期的好得多。上一季的預期大幅下調，指引制定相對保守且目標範圍較寬，以在史無前例的事件後爲業績樹立預期。
本季度的分析顯示，Crowdstrike的環境正在趨於穩定，七月的停機期似乎被忽視，最近的調查結果以及與合作伙伴和客戶的討論證明了這一點。
公司指出，儘管存在7月份的事件以及近期的不利因素等挑戰，但渠道反饋一直積極，體現出較小的整體流失率，並在關鍵戰略舉措的續簽方面取得早期成功。這正值其遇到較爲容易的下半年ARR/營業收入對比。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
