CRWD估值倍数高企（市销率70-80倍），但网络安全需求驱动的营收加速增长支撑了该股票。
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我们还有 CrowdStrike，你们今天在这里玩得很开心。
We also have CrowdStrike and you guys are really having fun here today.
我们有 CrowdStrike，它在网络安全领域占据重要地位，今年表现强劲。Mythos，很多相关因素导致了对网络安全需求的爆发式增长。
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.
在此期间，我们应该会看到 Salesforce、Synopsis、CrowdStrike 以及其他几家实际上相当重要的公司。
In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.
是的，我是说也许那个……哦，CrowdStrike。我们得等待……是的，那也将是一个重大事件。CrowdStrike 上涨三个点。
Yeah, I mean maybe that Oh, Crowd Strike. We got to wait for Yeah, that's going to be a big one, too. Crowd Strike up three.
CrowdStrike 指引方面，华尔街原本预期为 5（十亿）。他们从 5.96 上调至 6.01。这在指引上是一个相当大的增幅。60 亿美元是指引值。该股目前下跌 4%。过去几周它已从 200 美元以上回落。
盘后上涨 5%。所以你在指引上确实看到了上调。我还没有每股收益或营收数据。不，我有。每股收益为 31 美分，而预期为 29 美分。他们超出了 7%。CrowdStrike 营收同比增长 26%。
尚未达到 30% 的范围，但上个季度约为 22%。所以它是环比加速的。营收为 14.7 亿美元，而预期为 14.4 亿美元。他们超出了 2%。每股收益同比增长 35%。所以，你有一个双重超预期，加上指引实际上是三重超预期。
同时也超出了第三季度的营收预期。华尔街原本预期为 15.2 亿美元。他们指引为 15.3 亿美元。再次强调，这些并不是巨大的巨大超预期，但也不是不及预期。我认为，只要关于网络安全重要性的叙事成立，以及未来十年增长轨迹强劲的这种预期存在，这就是该股票获得溢价的原因——CrowdStrike 目前溢价为 8.7%。
它在 8 月 14 日为 227 美元。它一路跌至 180 美元。现在为 205 美元，盘后上涨 8.4%。
Crowdstrike Guide Street wanted 5. So they went from 5.96 to 6.01. So that's a pretty big increase on the guide. 6 billion is the guide. This is at 4%. It is down from the 200s over the past couple weeks. That's up 5% after hours. So you do have an increase on the guide. I don't have EPS or revenue numbers yet. No, I do. EPS 31 cents versus 29 cents. They beat by 7%. Crowd strike revenues up 26% year-over-year. Not in the 30% range yet, but it was at like 22% last quarter. So, it is accelerating Q overQ. Uh revenue 1.47 versus 1.44. They beat by 2%. EPS up 35% year-over-year. So, you have a double beat, actually a triple beat with the guide. Also beating third quarter revenue. Street wanted 1.52 billion. They're guiding to 1.53. Again, these are not massive massive beats, but they're also not misses. And I think as long as that narrative around cyber security being relevant uh matters, the the expectation that the trajectory for growth uh over the next decade being strong is why this stock will get its premium 8.7% right here on crowd. It was at 227 on August 14th. It fell all the way to 180. It's now at 205, up 8.4% after hours.
CrowdStrike 上涨 9%，此前 CrowdStrike 最近进行了拆股。他们进行了四比一的拆股。如果是拆股前的价格，它现在将是一只 800 美元的股票。
Crowd Strike up 9% after Crowdstrike did do a split recently. They did a four for one split. If it was a pre-slit, it would be $800 stock right now.
是的，这是……CrowdStrike 上涨 12%。软件类股票没有波动。
Yeah, this is uh Crowd Strike up 12%. The software name is not budging.
CrowdStrike 仍上涨 11 个点。
Crowd Strike still up 11.
CrowdStrike，看，他们每股收益超出预期 1%。这只股票正走向以接近 70 到 80 倍市销率进行交易。所以我仍然认为估值倍数很高。
Crowd Strike, look, they beat earnings by 1%. This stock is on its way to trading at almost like 70 80 time sales. So, I still think the multiple is intense.
但当 Jensen 谈论网络安全时，当 George Curtz 基本上谈到 Mythos 如何使其成为他们的时刻时，我认为营收增长必须加速，而且很可能会加速，这就是投资者在此给予其 10% 涨幅的原因。
But when you got Jensen talking about cyber security, when you got uh uh George Curtz basically talking about how Mythos made this their moment, I think that revenue growth has to accelerate and it probably will, which is why investors are giving it a 10% move right here.
CrowdStrike 上涨近 10 个点。
Crowd Strike up almost 10.
这个频道对 $CRWD 的历次判断
Jose Najarro Stocks 在这只股票上只有这一条判断。