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花旗：CrowdStrike股价在会议开始时可能“波动”
2024-09-18 20:49
- CrowdStrike (NASDAQ:CRWD) is holding its annual cybersecurity conference (known as Fal.Con) this week, and Citi expects shares to be "volatile" going into the event.
- Shares were fractionally higher in premarket trading on Wednesday.
- "From the investor briefing (9/18), we’re looking for reasserted confidence on the reiterated (but now elongated) $10B ARR path, as discounting/pricing power/and now CFS financial optics linger in our mind," analyst Fatima Boolani wrote in an investor note. Boolani has a Buy rating and $300 price target on CrowdStrike.
- In addition, Boolani said she is keen to hear updates on how uptake of CCP has gone two months after the global IT outage, as well as any updates on profitability and free cash flow. These are two major debates for investors, where they could be "less braced" for any compression and the potential for a recalibration, Boolani posited.
More on CrowdStrike
- Can CrowdStrike Be In The Clear This Soon After The Bug Heard 'Round The World?
- CrowdStrike: A Strength I Didn't Know About
- CrowdStrike Holdings, Inc. (CRWD) Goldman Sachs Communacopia + Technology Conference (Transcript)
- CrowdStrike's CEO says there was 'misinformation' by competitors on the outage update; meeting with Microsoft on 'resiliency'
- SentinelOne sees increased interest after CrowdStrike incident, CEO says
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