On Nov 28, major Wall Street analysts update their ratings for $CrowdStrike (CRWD.US)$, with price targets ranging from $370 to $415.
Citi analyst Fatima Boolani maintains with a buy rating, and adjusts the target price from $300 to $400.
UBS analyst Roger Boyd maintains with a buy rating, and adjusts the target price from $310 to $396.
Jefferies analyst Joseph Gallo maintains with a buy rating, and adjusts the target price from $345 to $415.
Evercore analyst Peter Levine maintains with a buy rating, and maintains the target price at $400.
Guggenheim analyst John Difucci maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $CrowdStrike (CRWD.US)$'s main analysts recently are as follows:
Crowdstrike reported an impressive milestone revenue quarter of $1B, coupled with healthy operating leverage despite the realization of outage costs. The company's near-term business momentum has been notably affected by the July outage, with prudent expectations that this could extend into Q4 renewals, potentially leading to lower consolidation of the shares.
Although recent trends indicate considerable effects from the aftermath of an outage, there is optimism as the company demonstrates strong customer retention alongside sustained momentum for upsell and cross-sell opportunities. While the current customer retention initiatives are temporarily affecting net new annual recurring revenue and free cash flow, it is anticipated that these pressures will lessen in the latter half of FY26, leading to an acceleration in growth.
Crowdstrike exceeded expectations in all guided metrics during Q3. The company's relatively stable Gross Retention underscores the effectiveness of management's strategy and the company's overall ability to turn a crisis into an opportunity. Furthermore, management's cautious approach regarding the company's reduced visibility is seen as appropriate.
Crowdstrike's recent results were considered 'reasonable,' yet their net new annual recurring revenue upside, alongside the implied January quarter ARR, may have slightly missed the consensus expectations. Continuous headwinds from enhanced customer commitment packages are anticipated to push consensus ARR estimates lower in the upcoming quarters. Despite these challenges, the company's robust execution and the strength of its portfolio and customer packages are expected to progressively consolidate security spend over time.
CrowdStrike demonstrated robust performance in the third quarter, surpassing both top and bottom line expectations, whilst continuing to show strong gross retention and module adoption post the 7/19 outage. It's anticipated that the stock will stay within a certain range until there is more clarity on the adjustments from ARR to NNARR re-acceleration projected for the second half of 2026. Despite these adjustments, the long-term growth prospects for CrowdStrike are still viewed positively.
Here are the latest investment ratings and price targets for $CrowdStrike (CRWD.US)$ from 10 analysts:
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美東時間11月28日，多家華爾街大行更新了$CrowdStrike (CRWD.US)$的評級，目標價介於370美元至415美元。
花旗分析師Fatima Boolani維持買入評級，並將目標價從300美元上調至400美元。
瑞士銀行分析師Roger Boyd維持買入評級，並將目標價從310美元上調至396美元。
富瑞集團分析師Joseph Gallo維持買入評級，並將目標價從345美元上調至415美元。
Evercore分析師Peter Levine維持買入評級，維持目標價400美元。
Guggenheim分析師John Difucci維持持有評級。
此外，綜合報道，$CrowdStrike (CRWD.US)$近期主要分析師觀點如下：
crowdstrike報告了一個令人印象深刻的營業收入季度，達到了10億，儘管實現了停機成本，但依然保持了健康的運營槓桿。該公司近期的業務勢頭受到七月停機的顯著影響，謹慎預期這可能會延續到第四季度的續約中，可能導致股份的整合降低。
儘管近期趨勢顯示停機後的影響相當顯著，但由於公司展示出強勁的客戶保留和持續的向上銷售與交叉銷售機會的動力，仍然存在樂觀情緒。雖然當前的客戶保留舉措暫時影響了淨新增年度經常性營業收入和自由現金流，但預計這些壓力將在FY26下半年減輕，從而加速增長。
crowdstrike在第三季度超過了所有指導指標的預期。公司的相對穩定的毛保留率突顯了管理策略的有效性以及公司將危機轉化爲機會的整體能力。此外，管理層對於公司可見度降低的謹慎態度被認爲是合適的。
crowdstrike最近的業績被認爲是'合理的'，然而，他們的淨新增年度經常性營業收入上行，以及隱含的一月季度ARR，可能略微低於共識預期。預計來自增強客戶承諾方案的持續逆風將推動共識ARR估算在即將到來的季度中降低。儘管面臨這些挑戰，公司的穩健執行以及其投資組合和客戶方案的強度預計將逐漸整合安防-半導體支出。
crowdstrike在第三季度表現強勁，超出預期的收入和利潤，同時在7/19停機後繼續顯示出強勁的毛保留和模塊採納。預計在關於從ARR到NNARR重新加速的調整有更多清晰之前，股票將保持在某個區間內。儘管這些調整，crowdstrike的長期增長前景仍被視爲積極。
以下爲今日10位分析師對$CrowdStrike (CRWD.US)$的最新投資評級及目標價：
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