Oppenheimer analyst Ittai Kidron maintains $CrowdStrike (CRWD.US)$ with a buy rating, and maintains the target price at $410.
According to TipRanks data, the analyst has a success rate of 58.5% and a total average return of 16.4% 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, it was noted that the company achieved a significant milestone with a $1B revenue quarter, maintaining healthy operating leverage even while absorbing outage-related costs. The analyst indicated that the business's near-term momentum had been impacted by a July outage, an event which is expected to influence the fourth quarter renewals cautiously, potentially leading to a consolidation in the stock's price.
Despite the significant impact of the post-outage period, there's an optimistic view as the firm exhibits robust customer retention alongside continued momentum for upsell and cross-sell opportunities. The current customer retention programs are exerting some pressure on nnARR and free cash flow. However, expectations are set for this pressure to ease in the latter half of FY26, paving the way for accelerated growth.
Crowdstrike surpassed all anticipated metrics in its third quarter performance. The company's consistent Gross Retention supports management's strategic directions, and overall execution in transforming challenges into opportunities. Management's cautious stance on navigating with reduced visibility is deemed appropriate by the analyst.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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奧本海默控股分析師Ittai Kidron維持$CrowdStrike (CRWD.US)$買入評級，維持目標價410美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.5%，總平均回報率為16.4%。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
在crowdstrike的2023財年第三季度報告中提到，公司實現了10億美元的營業收入，取得了重要里程碑，同時在吸收停機相關成本的情況下保持了健康的經營槓桿。分析師指出，公司的短期業務勢頭受到七月停機事件的影響，該事件預計將謹慎影響第四季度的續約，可能導致股價的整合。
儘管停機後的時期影響顯著，但由於公司展現出強大的客戶留存能力加上持續的追加銷售和交叉銷售機會，前景依然樂觀。當前的客戶留存計劃在nnARR和自由現金流上施加了一些壓力。然而，預計這種壓力將在2026財年下半葉減輕，爲加速增長鋪平道路。
crowdstrike在第三季度業績中超越了所有預期指標。公司的總體毛留存率支持管理層的戰略方向以及將挑戰轉化爲機會的整體執行。分析師認爲，管理層在可見性降低的情況下謹慎應對這一局面是合適的。
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