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[爆卦]crowdstrike股價是什麼？優點缺點精華區懶人包

雖然這篇crowdstrike股價鄉民發文沒有被收入到精華區：在crowdstrike股價這個話題中，我們另外找到其它相關的精選爆讚文章

在 crowdstrike股價產品中有26篇Facebook貼文，粉絲數超過8,093的網紅貓的成長美股異想世界，也在其Facebook貼文中提到， 🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果 上週這兩家公司發表財報了. 這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習...

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「crowdstrike股價」的推薦目錄

crowdstrike股價 在 我要做富翁｜平民化教學｜投資不是大鱷專利 Instagram 的最佳貼文

2020-09-21 09:44:00

美股市場高位調整，納指下跌了10%，想執平貨都要捕捉到最佳時機！今次 #施傅睇圖 談科網股，選了Apple (AAPL)，和 CrowdStrike (CRWD)，看清轉勢才部署，切忌心急入市。 Apple (AAPL)：📈股價從高位回調約20%，價格回到相對合理水平。按回調比率去看，有機會回調...

  • 貓的成長美股異想世界

    crowdstrike股價 在 貓的成長美股異想世界 Facebook 的最讚貼文

    2021-09-06 07:52:03
    有 69 人按讚

    🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
    上週這兩家公司發表財報了.

    這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
    https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html

    (By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).

    關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.

    分析師對於DOCU的評價:
    • 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
    • 給Buy的分析師的評語:
    o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
    o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
    o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
    o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
    o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
    o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".

    分析師對於CRWD的評價:
    • 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
    • 1位給hold: $280 (from $220 by J.P. Morgan(same))
    • 給Buy的分析師的評語:
    o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
    o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
    o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
    o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
    o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
    o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
    o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
    o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
    o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
    o UBS: the company reported "pretty good" Q2 results against high expectations.

    🌻趨勢: 跨境電商 Cross-border commerce
    Morgan Stanley:
    From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.

    Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.

    產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.

    Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."

    🌻SPAC熱潮退卻，初創市值蒸發750億美元
    "SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"

    "像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。

    但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"

    "股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。

    投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"

    https://on.wsj.com/3n6JznC

    🌻BNPL (buy now pay later)
    But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.

    The path to profitability for many of these companies was to achieve massive scale, analysts said.

    https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972

    Pictures: 一葉知秋; from EarningsWhispers

  • 積God投資日記

    crowdstrike股價 在 積God投資日記 Facebook 的最佳貼文

    2021-09-03 21:15:29
    有 33 人按讚

    每逢業績期總會找下有什麼公司值得關注，雖然認識 #CrowdStrike 算遲，股價都升了好多，不過公司仍處於高增長階段，發展的空間仍很大，所以花時間研究下，相信大家都會感興趣。

    CrowdStrike是專注於雲網絡安全的公司，集各種最新科技於一身，包括雲端架構(Cloud-based architecture)，大數據(big data)，機械學習(Machine Learning)，人工智能技術(AI)等。

    CrowdStrike都有不少威水史的，2016年俄羅斯駭客入侵美國民主黨全國委員會網站，盜走大量訊息，當時揭發這一件事的網絡安全服務提供商就是CrowdStrike。

    2017年wannacry勒索軟體爆發時，CRWD的新世代防毒架構透過異常行為分析，讓駭客軟體在發動攻擊前就已經被偵測並且禁止，從此成功打響知名度。

    CrowdStrike 有兩樣獨特優勢：

    📌Threat graph (主動防禦服務平台）
    📌Falcon Platform (雲端平台）

    🔥全文詳細介紹、Q2業績表現、估值及技術走勢在Patreon

    ✅歡迎訂閱觀看全文（月費USD10, 年費85折）

    https://www.patreon.com/posts/55667285

  • JC 財經觀點

    crowdstrike股價 在 JC 財經觀點 Facebook 的精選貼文

    2021-09-01 20:38:36
    有 762 人按讚

    市場現在到底想要好消息還是壞消息呢

    ADP剛公布八月的就業數字
    遠低於市場原本的預期
    原預估增加60萬
    結果僅新增37.4萬

    上個月增加32.6萬
    所以可以知道就業仍是在緩步復甦的
    主要的成長仍是以休閒和酒店為主
    只是Delta病毒的影響仍在
    教育和健康服務的就業增加5.98萬
    小型企業相比於大企業則增數較少

    鮑威爾在上周的演說中提到Delta帶來的不確定性
    對於是否開始向緊縮邁進
    除了通膨水準外
    就業市場也是重要參考指標

    這禮拜五有非農公布
    我記得上月ADP也是大幅低於預期
    結果非農開出來完全相反

    就業好或不好
    關係緊縮是否啟動
    也會牽動股市反應搂

    反正該做好的準備先做
    風險與資金配置上不要承擔過大的壓力
    現階段也不會有太積極的增減倉

    還是有公司公布優於預期的財報
    像昨天的Zoom(ZM)與CrowdStrike(CRWD)
    ZM直接殺了17%
    今天盤前還算冷靜
    CRWD則是仍保持在70%的營收增速
    但盤前下跌3%

    今天專欄先發了一篇ZM的文章
    討論了公司這次的財報與前景展望
    很多時候大家看財報優於預期
    股價卻沒有上漲反應
    市場給予公司的估值總是用相對的概念去看的

    即便是絕對的好
    也不一定滿足投資人的需求
    而是相對於之前是否更好
    與市場上絕大多數的共識來比是否更好

    短線投資人看重動能
    過去的催化劑被淡化
    就必須找新的催化劑注入
    不管是新產品或新管理層
    只要可以增加營收來源
    變有機會提高估值

    否則價格往往回歸均值
    回到成長發展的軌道上
    這時長期投資人看好股價
    認為公司仍有長遠發展
    反而可以觀察是否有買進機會
    像ARK也在昨天又進了ZM
    或許就是看好公司未來建構一個產品系的願景

    這樣講講我覺得最近寫的Peloton(PTON)
    也有點異曲同工之妙XD
    讀者對Zoom(ZM)有興趣
    可參考留言文章

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