CrowdStrike Shares Are Trading Lower Wednesday: What's Going On?
CrowdStrike Shares Are Trading Lower Wednesday: What's Going On?
CrowdStrike Holdings Inc. (NASDAQ:CRWD) shares are falling Wednesday following the release of the company's third-quarter financial results and analyst changes.
CrowdStrike控股公司（纳斯达克：CRWD）股价周三下跌，原因是公司公布第三季度财报和分析师变动。
What To Know: CrowdStrike reported third-quarter revenue of $1.01 billion, beating the consensus estimate of $982.36 million and reflecting a 29% year-over-year increase. Adjusted earnings per share came in at 93 cents, beating the estimate of 81 cents.
重点了解：CrowdStrike报告第三季度营业收入为10.1亿美元，超过98236万美元的共识估值，同比增长29%。调整后的每股收益为93美分，超过81美分的估值。
The company's annual recurring revenue grew 27% year-over-year to $4.02 billion, with $153 million added in net new ARR during the quarter.
该公司的年度循环营收同比增长27%，达到40.2亿美元，季度内新增15300万美元的净新增循环营收。
Outlook: CrowdStrike issued guidance for the fourth quarter, projecting revenue between $1.029 billion and $1.035 billion, roughly in line with the consensus estimate of $1.03 billion. Adjusted earnings per share are expected to be between 84 cents and 86 cents, matching the 86 cents consensus estimate.
展望：CrowdStrike发布了第四季度的指引，预计营收介于10.29亿美元和10.35亿美元之间，大致符合10.3亿美元的共识估值。调整后的每股收益预计在84美分到86美分之间，与86美分的共识估值相匹配。
Guidance was roughly in-line with consensus estimates. For fiscal year 2025, CrowdStrike sees revenue in the range of $3.923 billion to $3.931 billion, slightly above estimates of $3.897 billion and sees adjusted EPS guidance to $3.74 to $3.76, above the $3.63 consensus.
指导大致符合共识估值。至2025财年，CrowdStrike预计营收在39.23亿美元至39.31亿美元之间，略高于38.97亿美元的估值，调整后的每股收益指引为3.74至3.76美元，高于3.63美元的共识。
CEO George Kurtz emphasized the company's customer retention rate of over 97% and highlighted CrowdStrike's success in expanding relationships with clients impacted by a global IT outage earlier in the year.
首席执行官George Kurtz强调了公司超过97%的客户保留率，并强调了CrowdStrike在全球信息技术中断事件中成功扩大与客户的关系。
Analyst Reactions:
分析师反应：
HSBC downgraded the stock from Buy to Hold and set a price target of $347 following the report. Other analysts reactions to the report are as follows:
汇丰银行将该股票评级从买入下调至持有，并设定了347美元的价格目标。其他分析师对报告的反应如下：
- Needham: Maintained Buy rating and raised price target from $360 to $420.
- Rosenblatt: Maintained Buy rating with a price target of $385.
- Baird: Maintained Outperform rating and raised price target from $375 to $390.
- WestPark Capital: Reiterated Hold rating.
- B of A Securities: Maintained Buy rating and raised price target from $365 to $400.
- Susquehanna: Maintained Positive rating and raised price target from $310 to $400.
- BMO Capital: Maintained Outperform rating and raised price target from $315 to $380.
- Citigroup: Maintained Buy rating and raised price target from $300 to $400.
- Oppenheimer: Maintained Outperform rating and raised price target from $365 to $410.
- Piper Sandler: Maintained Overweight rating and raised price target from $290 to $375.
- RBC Capital: Maintained Outperform rating and lowered price target from $370 to $365.
- Wells Fargo: Maintained Overweight rating and raised price target from $350 to $400.
- Needham：维持买入评级，并将价格目标从$ 360上调至$ 420。
- Rosenblatt：维持买入评级，目标价$ 385。
- Baird：维持跑赢大盘评级，并将价格目标从$ 375上调至$ 390。
- WestPark Capital：重申持有评级。
- 美银证券：维持买入评级，并将价格目标从$ 365上调至$ 400。
- Susquehanna：维持积极评级，并将价格目标从$ 310上调至$ 400。
- BMO Capital：维持跑赢大盘评级，并将价格目标从$ 315上调至$ 380。
- 花旗集团：维持买入评级，并将价格目标从$ 300上调至$ 400。
- Oppenheimer：维持跑赢市场评级，将价格目标从365美元上调至410美元。
- 派杰投资：保持增持评级，将价格目标从290美元上调至375美元。
- RBC Capital：维持跑赢市场评级，将价格目标从370美元下调至365美元。
- 富国银行：保持增持评级，将价格目标从350美元上调至400美元。
CRWD Price Action: CrowdStrike shares were down 6.18% at $341.80 at the time of writing, according to Benzinga Pro.
CrowdStrike价格走势：根据Benzinga Pro，截至撰写时点，crowdstrike股价下跌6.18%，报341.80美元。
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译文内容由第三方软件翻译。
