CRWD 为建设性买入；Truist 将目标价从 245 美元上调至 300 美元，隐含约 30% 的上行空间，基于创纪录的季度和强劲的 FY27 预期。
逐段跳播
好的，接下来是CrowdStrike，在触及新高后，现在目标价有所调整。我们来谈谈这个。CrowdStrike，这是Truist的观点。他们将CrowdStrike的目标价上调至300美元，高于此前的245美元。他们维持买入评级。因此，我们对此非常看好。
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.
CrowdStrike今天回落。你知道，我们一直在关注大盘的疲软。Truist的新目标价意味着较当前股价约有30%的上涨空间。
Uh CrowdStrike pulling back uh today. Uh you know, again, we've been watching some softness in the broader market. Uh the new target from Truist implies about 30% upside from uh where the share price has been sitting.
他们指出CrowdStrike创纪录的季度业绩，以及对2027财年的强劲预期。
They're pointing to their record quarter. Uh strong fiscal 2027 expectations for CrowdStrike here.
而且，CrowdStrike最近涨幅很大。支撑他们看涨的季度数据，正是我们之前分析其财报时讨论过的那些数据点。营收同比增长26%，年度经常性收入（ARR）增长25%。
And look, this one has had a big run recently uh here for CrowdStrike. The quarter behind the bullishness they point to is all the data points that we talked about when we looked at its earnings. Uh the revenue increased 26% year-over-year. Uh annual recurring revenue ARR uh growing 25%.
新增净ARR创纪录，这是一个巨大的数字，达到3.328亿美元。因此，这是衡量CrowdStrike新签订阅业务的重要指标。
Um that record number uh net new ARR, that's a huge number there, 332.8 million. So, it's an important measure of newly secured subscription business here for CrowdStrike here.
Truist确实希望看到Falcon需求加速的持久性证据。他们希望看到这一点。如果不是这样，他们不希望看到仅仅是安全投注的短期飙升，但CrowdStrike，
Um Truist does want evidence that demand acceleration for Falcon uh is durable here. So, they want to see that. So, if not, they don't want to see just simply a short-term spike in securities betting but CrowdStrike,
我们一直在讨论我们关注的网络安全公司的走势。今年它表现非常出色。我昨天谈到了Falcon，他们与谷歌有合作，与Clear也有合作，而且它还在持续增长，那大约是一周半前的事了。
we've been talking about this move that we've been watching in the cybersecurity companies. It's had a phenomenal move this year. I talked about that yesterday with Falcon and that they have a deal with Google and they had a deal with Clear and that it was continuing to grow and it was about a week and a half ago.
不，是上周一你谈到CrowdStrike处于领先位置。记得我们讨论过Jefferies的评级，那天股价是190美元，现在已远高于200美元的水平。
No, it was last Monday when you talked about CrowdStrike being in the poll position. Remember we talked about that Jefferies call and on that day it was at 190 and now it's uh well over this 200 level.
自由现金流，我们喜欢这个数字，从分析师的角度来看，他们喜欢这个观点，我应该说。它达到了3.77亿美元。
Free cash flow, uh we like that number from the view of analysts, they like that view, I should say. They it reached 377 million.
他说在等什么
这个频道对 $CRWD 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。