CRWD — 14 entries on this page, 0 of them a change of direction.
The only one that I hadn't recommended as a buy was CrowdStrike because that one had been relatively expensive for quite some time in my view. Uh that has also performed well, so I missed that one,
Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.
Okay let's talk a little bit about the data you got on Crowd Strike. It's had a massive run recently strong results recently. but you know when you think about the um data that you've scraped with regard to a crowd strike what is the conversation about is it about identity protection what stands out
It very much got caught up just like CrowdStrike, which I also own, and many other software names in the SAS apocalypse this spring.
Uh, of course, the cyber security names. Crowd Strike and PaloAlto. Holy cow.
I think we said that about the cyber security stocks software in real time.
All right, and then uh CrowdStrike after hitting the new highs now getting a a little bit of a price target change. Let's talk about this. >> CrowdStrike, this is Truist over here.
They're raising their price target on CrowdStrike to 300. That's up from 245. They are maintaining a buy rating. So, we're very constructive here.
There are other software names that I think are even more uh important to watch and that will get us to chart number two. Crowd Strike. There a couple names that I sort of considered putting into this uh into this second slot of the emerging software trade.
I think Crowd Strike stands out to me because it's just a really good chart.
The cyber names have done well, but they're starting to I'm starting to see bearish divergences in their momentum. We saw that with Crowd Strike.
Crowd strike didn't, but you know, that was only two days ago. We we can get that going back in the right to take a couple upgrades and uh you know, maybe a new contract. Who knows?
All right, let's go ahead and hop over now to CRWD. And this is also holding up so far pretty well. RS has been positive on the intermediate term. Want to obviously also show you what's happening on the MCM.
So on the short term, it is neutral. Uh so just kind of holding in here. So that's something to be aware of. Uh there's a low that is due 914 to about 1026. Um I just want to also share with you that the areas up here 223 to around 24166.
Short-term bullish cycle structure. This one formed as low again right on time 821 to 8:31.
Oopsy dupsies and Crowd Strike up about 10%. Uh especially with all the cyber security news going on. Not terribly much of a surprise. We've got exposure to Crowd Strike and Salesforce which we're really excited about.
These guys just kicking butt cuz we've been sending out alerts for buying the dip on these.
And I personally not only have exposure to the stock we're about to talk about, but really think that the estimates that Wall Street has for this company right now are a joke compared to what they should be.
That means on paper with Wall Street the company looks overvalued. I think based on where we're going with artificial intelligence the company looks undervalued.
We also have CrowdStrike and you guys are really having fun here today.
we have CrowdStrike, big in the cyber security space, massive run this year. Mythos, a lot of that stuff has exploded the demand for cyber security.
In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.
Crowd Strike will be reporting today. Crowd Strike cyber security is going to be critical endpoint management, especially as more companies are bringing artificial intelligence in-house.
We've got Crowd Strike is on deck next. So, we're going to get those Crowd Strike numbers uh in
And now what we want to see is some of those names like a CrowdStrike, cybersecurity. Cybersecurity in the software space had been the leader. Let's see if we can continue to lead.
CrowdStrike's down 15% from its high. Very interesting channeling upward formation for those technicians back at home.
We've got Crowdstrike. That's the one that I've owned. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways. I think that crowd strike is a phenomenal business.
the there are some hefty expectations. I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks.
