New CrowdStrike Report Finds an Increase in Cyber Adversaries Turning to Business Disruption as Main (Seite 3) | Diskussion im Forum

[Brokerjay]

Long trau ich mich nicht mehr :-)

Könnte wie bei der Peer recht ruppig werden, aber in beide Richtungen

[Tyro987]

Naa geht ihr morgen abend short oder long?😂

[winston-wolfe]

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[winston-wolfe]

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[winston-wolfe]

Why Morgan Stanley Is Pounding the Table on Crowdstrike (CRWD) Stock - One of Wall Street's favorite stocks just got another thumbs up

Morgan Stanley has upgraded Crowdstrike Holdings (CRWD).
The cybersecurity firm is coming off an excellent year.
Now it is poised for more growth, and Wall Street knows it.

Crowdstrike Holdings (NASDAQ:CRWD) is rising steadily today on an upgrade from Morgan Stanley. It’s been an outstanding year for the cybersecurity firm, which has seen shares surge by more than 180%, even during the 2023 bear market. And while many companies in the space have enjoyed at least fairly significant growth, Crowdstrike has outperformed many of its peers, including Palo Alto Networks (NASDAQ:PANW) and SentinelOne (NYSE:S). Now, CRWD stock is poised to keep rising as overall market conditions continue to shift in a positive direction. And despite its impressive performance, many Wall Street analysts think it has plenty of room to run.

Does this mean that CRWD stock is a name to bet on as investors gear up for a new year? Let’s take a closer look at what experts are saying. Many remain highly bullish on Crowdstrike and maintain high price targets.

What’s Happening With CRWD Stock
Crowdstike began the day by rising, and it hasn’t stopped. As of this writing, CRWD stock is up 5% for the day, and its current trajectory suggests it isn’t done climbing. While shares dipped during the first week of 2024, they have since rebounded nicely. The company didn’t need another Wall Street upgrade to gain momentum, but it certainly isn’t hurting.

What does Morgan Stanley have to say about Crowdstrike? Analyst Hamza Fodderwala recently upgraded CRWD stock from an “equal weight” to an “overweight” overweight rating, issuing a price target of $304. This implies an upside potential of almost 11%. It comes just one day after D.A. Davidson analyst Rudy Kessinger issued a “buy” rating and a $285 price target. CRWD stock currently maintains a “strong buy consensus” on TipRanks, with 35 out of 36 analysts rating it as a buy and zero calling it a “sell.”
...
https://investorplace.com/2024/01/why-morgan-stanley-is-poun…

[GreenLantern1]

Antwort auf Beitrag Nr.: 74.972.746 von Brokerjay am 15.12.23 17:57:16

Zitat von Brokerjay: Da wird das ATH in Angriff genommen.
280 dollar.
Dann mal schauen wohin es läuft.

Wollte long term halten, dass die aber so zündet hatte ich auch nicht auf dem Schirm. 120% ytd und ich bin mal dabei

Ähnlich bei mir, überlege trotzdem die Position zu erhöhen und den Einstandspreis.

Crowdstrike / Cloudflare steigen und fallen bei mir fast immer gleichzeitig. Cloudflare allerdings bisher mit größeren Ausbrüchen nach oben hin.

[winston-wolfe]

Why These CrowdStrike Analysts Believe Company Is Uniquely Positioned In Cybersecurity

CrowdStrike’s cloud-native unified platform has disrupted the cybersecurity landscape, one analyst said.
The company’s growth and margin expansion could continue in 2024 and 2025, another analyst added.

CrowdStrike Holdings Inc recently reported strong third-quarter results, with solid profitability gains.

To delve deeper into these results and their implications, analysts from Rosenblatt Securities and Needham have provided their insights and forecasts for the company's future performance.

Rosenblatt Securities On CrowdStrike

Analyst Catharine Trebnick maintained a Buy rating, while raising the price target from $245 to $315.

Recent meetings with CrowdStrike’s team triggered “increased conviction in the company's ability to outperform expectations,” Trebnick said in a note. The company’s cloud-native unified platform has disrupted the cybersecurity landscape, which has a slew of bolted-on platforms, she added.

“CrowdStrike's unique approach drives module adoption at an exceptional rate, with 8+ modules seeing 80% Y/Y growth,” the analyst wrote.

Check out other analyst stock ratings.

Needham On CrowdStrike

Analyst Alex Henderson reiterated a Buy rating and price target of $325.

While CrowdStrike performed well this year, it is “in an even better position going into CY24,” with continued market share gains, a return to new ARR (annual recurring revenue) growth and margin expansion, Handerson said. “We expect growth and margin expansion to continue in CY24 and CY25 as CRWD sustains GAAP profitability,” he added.
...
https://www.benzinga.com/analyst-ratings/analyst-color/23/12…

[Brokerjay]

Da wird das ATH in Angriff genommen.
280 dollar.
Dann mal schauen wohin es läuft.

Wollte long term halten, dass die aber so zündet hatte ich auch nicht auf dem Schirm. 120% ytd und ich bin mal dabei

[winston-wolfe]

Cybersecurity-Softwareentwickler verdoppelt Kapazitäten in Singapur

CrowdStrike Holdings Inc. (Nasdaq: CRWD, ISIN: US22788C1053) teilte am 28. November 2023 mit, sein neues Büro in Singapur eröffnet zu haben. Der Stadtstaat soll als zentrale Drehscheibe für CrowdStrike in Asien dienen.

"Das neue Büro unterstreicht die regionalen Investitionen von CrowdStrike und wird die Kapazität der bisherigen Einrichtungen in Singapur verdoppeln", so ein offizielles Statement des Softwareunternehmens.

CrowdStrike hat seinen Hauptsitz in den USA und ist weltweit tätig. Es ist eines der am schnellsten wachsenden Sicherheitsunternehmen der Welt und bedient mehr als 23.000 Kunden.
...
https://www.it-times.de/news/crowdstrike-cybersecurity-softw…

[Brokerjay]

Antwort auf Beitrag Nr.: 74.891.148 von Galileo_Investments am 30.11.23 19:26:30

Fastly war übel, aber auch immer unprofitabel.
Akamai steckte in der Zeit in einer Transformation, weg von Hardware und delivery service, hin zu security und cloud.
Mittlerweile zahlt sich das aus und der Umsatz kommt mehr aus security. Die Transformation ist auch der Grund für die halbwegs niedrige Bewertung, bringt natürlich auch Risiken.