CRWD CrowdStrike Holdings, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
18:36
02 сен
02 сен
Seeking Alpha highlights CrowdStrike's AI security partnerships and strong margins.
Seeking Alpha highlights CrowdStrike's AI security partnerships and strong margins but maintains a HOLD quant rating, balancing growth catalysts against valuation concerns.
18:25
02 сен
02 сен
Truist raised CrowdStrike's price target to $300 on AI-driven cybersecurity demand.
Truist raised CrowdStrike's price target to $300 on AI-driven cybersecurity demand, but the Seeking Alpha Quant score remains a HOLD, reflecting balanced valuation concerns against growth targets.
12:06
02 сен
02 сен
CrowdStrike expands its partnership with OpenAI to secure Codex agents and integrate GPT-5.6.
CrowdStrike expands its partnership with OpenAI to secure Codex agents and integrate GPT-5.6 cyber capabilities for the agentic era.
12:06
02 сен
02 сен
CrowdStrike and OpenAI announce an expansion of their existing partnership according.
CrowdStrike and OpenAI announce an expansion of their existing partnership according to the news wire report.
12:06
02 сен
02 сен
Crowdstrike and OpenAI announce an expanded partnership.
Crowdstrike and OpenAI announce an expanded partnership, marking a new collaboration between the cybersecurity firm and the AI company.
09:32
02 сен
02 сен
CrowdStrike best positioned in AI trade
Cramer endorses CrowdStrike as positioned in the optimal segment of the AI trade, implying continued strength and upside potential for the security software company.
Сред.
23:47
01 сен
01 сен
CrowdStrike secures AI agents and expands TAM.
Kurtz says CrowdStrike launched Falcon Guardian and Safe Mine to secure AI agents; AI makes cyber attacks more severe, half the market still uses legacy AV, and protecting agents may be a bigger market than protecting humans, expanding the company's addressable market dramatically.
Выс.
22:13
01 сен
01 сен
CrowdStrike leads AI cybersecurity; own it.
CrowdStrike is Josh's best performing stock. The market has decided it is furthest ahead in AI-related cybersecurity, cyber spending is non-discretionary, and AI is expanding the threat surface. The stock has been under intense accumulation, split and made new highs, and announced an NVIDIA-related cybersecurity LLM.
Выс.
21:37
01 сен
01 сен
Author expresses liking CrowdStrike's product suite and questions duopoly status.
Author expresses liking CrowdStrike's product suite and questions duopoly status, but stops short of a directional position or price call.
20:25
01 сен
01 сен
Higher yields hit CrowdStrike software.
CrowdStrike fell as one of the casualties of the higher yield environment; software names are very sensitive to market sentiment, and when risk appetite wobbles, CrowdStrike is among the first to decline despite upbeat guidance.
Сред.
12:58
01 сен
01 сен
Cybersecurity demand strong; buy any selloff
Cybersecurity demand is very strong and the theme is bigger than AI because AI is not secure; AI-coded software is less secure, so cybersecurity companies should continue to do well, and any sell-off after names like Palo Alto Networks report is an opportunity because CrowdStrike showed demand by raising numbers.
Выс.
17:35
31 авг
31 авг
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
16:42
31 авг
31 авг
CrowdStrike is a real AI winner.
Cybersecurity demand is being pulled forward by new AI threats, giving cyber names strong near-term earnings certainty. Within the AI complex, Keller argues CrowdStrike is one of the real AI winners because it benefits from defensive AI-driven demand and near-term certainty more than some semiconductor names.
Сред.
00:32
29 авг
29 авг
AI hacking boom lifts PANW, CRWD.
AI-enabled hacking is getting cheaper and more scalable as models like DeepSeek improve. Frontier model companies will need to work with leading cybersecurity firms to secure software and infrastructure, creating a boom for Palo Alto Networks and CrowdStrike. Lon says he is considering doing an analysis and possibly buying those two stocks this weekend.
Выс.
19:47
28 авг
28 авг
Author praises software and cybersecurity strength but admits he didn't rotate.
Author praises software and cybersecurity strength but admits he didn't rotate, holding tech names with no explicit position or forward call.
Низ.
18:05
28 авг
28 авг
Buy CRWD as AI agent security bottleneck
Buy CrowdStrike as the AI security bottleneck; AIDR opportunity exceeds EDR given ~90 agents per user, with record quarterly net new ARR of $333M confirming momentum and sizing the market mispricing.
Сред.
14:28
28 авг
28 авг
Author notes cybersecurity stocks are richly valued at 30x sales despite 20-35% growth.
Author notes cybersecurity stocks are richly valued at 30x sales despite 20-35% growth, citing valuation as a landmine risk but not making an explicit short call.
13:02
28 авг
28 авг
"CrowdStrike is AI agent security control plane."
"Buy CRWD because AI agents must pass through its security control plane; record quarter, 51% net new ARR growth, and AIDR potential bigger than EDR support re-rating beyond an endpoint vendor valuation."
Сред.
04:16
28 авг
28 авг
Software stocks offer secondary AI growth opportunities.
The software sector, particularly beaten-down cybersecurity names like CrowdStrike, offers a compelling secondary way to play AI growth with better margins as the software short trade becomes increasingly uncomfortable.
Сред.
03:00
28 авг
28 авг
AI monetization benefits software names.
Nvidia said AI has started making money and reached an inflection point; this triggered buying in software, with Salesforce, Palantir and CrowdStrike rallying. The speaker views this as the most important point: AI is entering monetization and buying is spreading toward AI software.
Выс.
00:55
28 авг
28 авг
Cybersecurity is a foundational AI play.
The cybersecurity sector is a crucial and early beneficiary of the expanding AI software ecosystem. As companies develop and deploy new AI applications, robust security becomes a non-negotiable prerequisite. This is reflected in the strong performance of stocks like CrowdStrike, which recently hit an all-time high, and the CYBER ETF. This sector represents a foundational investment before the full-fledged AI software boom.
Выс.
00:49
28 авг
28 авг
US software, security earnings strength
US software and security stocks rallied strongly because earnings and guidance surprised despite earlier fears that AI would kill legacy software. Okta and CrowdStrike rose double digits, and Korean software names are also benefiting from the improved sentiment.
Сред.
23:42
27 авг
27 авг
Essential AI security platform with record earnings.
CrowdStrike reported its best quarter in history with a staggering bump in net new annual recurring revenue, proving it is the essential security platform underneath the AI economy.
Выс.
23:28
27 авг
27 авг
Record quarter plus raised ARR guidance.
CrowdStrike delivered a quarter of records—almost $1.5 billion ARR, $333 million net new ARR up 51% year over year, operating income up 46%, and record free cash flow—driven by the 'mythos moment': companies now realize the AI adversary is here and they need CrowdStrike's technologies to stop breaches, creating sustainable tailwinds.
Выс.
22:00
27 авг
27 авг
AI agent proliferation makes cybersecurity critical
AI agents are expected to proliferate by the millions, making security essential. Nvidia highlighted security on its call, CrowdStrike reported strong Q2 results with 34% ARR growth, Okta surged 30%, and calls for a joint AI security response reinforced demand across cybersecurity stocks.
Выс.
21:55
27 авг
27 авг
AI cyber attacks boost Okta and CrowdStrike.
The rising threat of AI-driven cyber attacks is boosting earnings at Okta and CrowdStrike; Okta shares rose 29% and CrowdStrike surged 19% as a result.
Сред.
20:23
27 авг
27 авг
Nvidia's stunning 70% revenue forecast lifted technology stocks and boosted AI trade confidence.
Nvidia's stunning 70% revenue forecast lifted technology stocks and boosted AI trade confidence, with Salesforce and CrowdStrike estimates pushing a major software ETF to its highest level since April 2025.
18:13
27 авг
27 авг
The tweet reports a factual price surge in Okta and CrowdStrike tied to AI threat earnings.
The tweet reports a factual price surge in Okta and CrowdStrike tied to AI threat earnings, without expressing a directional position.
17:35
27 авг
27 авг
Seeking Alpha reports CrowdStrike's strong earnings beat and AI-driven growth but maintains.
Seeking Alpha reports CrowdStrike's strong earnings beat and AI-driven growth but maintains a HOLD rating, balancing momentum against valuation concerns.
17:32
27 авг
27 авг
AI threats drive strong cybersecurity service demand.
Powerful AI models raise threat risks, as hackers use AI services for nefarious means, which structurally increases the demand for cybersecurity services. This dynamic insulates cybersecurity stocks from the weakness seen in the broader software-as-a-service market.
Выс.
Об аналитическом покрытии CRWD
Buzzberg отслеживает CRWD (CrowdStrike Holdings, Inc.) в 62 источниках. Бычьих сигналов: 131, медвежьих: 5, от 139 аналитиков. Сентимент преимущественно бычий (42%). Всего отслеживается 299 торговых идей. За последние 7 дней: бычьих: 23, наблюдение: 22. Последние спикеры: SeekingAlpha, DeItaone, FirstSquawk.