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<p>CrowdStrike Holdings Inc.（纳斯达克股票代码：CRWD）是网络安全领域的知名公司，在最近一份由 Redburn Atlantic 进行的分析中面临着挑战性的前景。</p>
<p>分析师 Nina Marques 为 CrowdStrike 发出了 “卖出” 评级，预测其股价可能下跌至 275 美元，比之前收盘价再降 23%。</p>
<p>这是在过去一个月公司股价下跌了 13% 之后出现的，表明投资者的担忧正在增加。</p>
<h2>Redburn Atlantic 为何对 CrowdStrike 股票持悲观态度？</h2>
<p>Nina Marques 的下调评级根源于对估值的担忧，而不是对 CrowdStrike 产品质量的质疑。</p>
<p>尽管认可公司强大的网络安全产品，Marques 指出当前股价并未反映潜在的市场放缓。</p>
<p>她的谨慎是基于市场尚未充分考虑到可能的增长减速。</p>
<p>Marques 特别担心 CrowdStrike 在大型企业领域的表现。</p>
<p>她指出公司在这一关键市场细分中难以建立更为重要的存在。</p>
<p>此外，Marques 对公司的跨销售机会表示怀疑，并指出云安全、身份管理以及安全信息和事件管理（SIEM）领域的激烈竞争是导致她持悲观态度的因素。</p>
<h2>估值和市场预期</h2>
<p>CrowdStrike 的股票目前交易价约为预计未来财年企业价值销售比约 23 倍。</p>
<p>Marques 认为，与其网络安全同行相比，这一估值显著偏高，后者的交易倍数约为其一半。</p>
<p>她认为高估值高估了 IT 预算将扩大以容纳更先进网络安全解决方案的程度。</p>
<p>虽然生成式人工智能（Gen-AI）预计将在短期内推动需求，但 Marques 认为市场可能高估了其长期影响。</p>
<p>她预计 Gen-AI 只会在短期内提振需求，而不是持续增长趋势。</p>
<p>CrowdStrike 的股价目前约为 COVID-19 大流行开始时的八倍，反映了过去几年取得的实质性收益。</p>
<p>然而，Marques 的分析表明，鉴于当前市场条件和竞争压力，这些收益可能是不可持续的。</p>
<h2>最新发展和指引</h2>
<p>6 月，CrowdStrike 报告了超出市场预期的第一季度财务业绩。然而，尽管取得这些积极成果，由于对未来的谨慎指引，公司股价下跌。</p>
<p>CEO George Kurtz 强调了 CrowdStrike Falcon 平台的优势，强调了其在解决主要网络安全和 IT 挑战方面的独特架构和竞争优势。</p>
<p>对于财季 Q2，CrowdStrike 预计营收在 9.58 亿至 9.61 亿美元之间，每股收益高达 99 美分。</p>
<p>尽管这些乐观预测，但保守的指引导致投资者感到不安。</p>
<p>本周早些时候，CrowdStrike 宣布推出 Falcon Complete Next-Gen MDR，旨在增强其网络安全产品。</p>
<p>然而，即使有了这些新发展，分析师们的普遍情绪仍然谨慎。</p>
<p>随着 CrowdStrike 在这个动荡的市场中航行，投资者在做出投资决策之前应仔细考虑这些因素和潜在风险。</p>
<p>本文来源于 Invezz，原文链接请参考原文。</p>

CRWD

<p>网络安全公司 CrowdStrike 面临着严峻的前景，一位分析师警告称其股价可能会下跌 23%。这一 “卖出” 评级基于对估值和市场预期的担忧，以及行业竞争。尽管财务业绩表现积极，但谨慎的指引和投资者的不安已经导致了悲观的前景。投资者在做出投资决策之前应仔细考虑这些因素</p>

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<p>CrowdStrike Holdings Inc. (NASDAQ: CRWD), a prominent name in the cybersecurity sector, is facing a challenging outlook according to a recent analysis by Redburn Atlantic.</p>
<div class="lb-trans"><p>CrowdStrike Holdings Inc.（纳斯达克股票代码：CRWD）是网络安全领域的知名公司，在最近一份由 Redburn Atlantic 进行的分析中面临着挑战性的前景。</p>
</div><p>Analyst Nina Marques has issued a “sell” rating for CrowdStrike, forecasting a potential decline in its stock price to $275—a further 23% drop from its previous close.</p>
<div class="lb-trans"><p>分析师 Nina Marques 为 CrowdStrike 发出了 “卖出” 评级，预测其股价可能下跌至 275 美元，比之前收盘价再降 23%。</p>
</div><p>This comes on the heels of a 13% decline in the company’s shares over the past month, signaling growing investor concern.</p>
<div class="lb-trans"><p>这是在过去一个月公司股价下跌了 13% 之后出现的，表明投资者的担忧正在增加。</p>
</div><h2>Why is Redburn Atlantic bearish on CrowdStrike stock?</h2>
<div class="lb-trans"><h2>Redburn Atlantic 为何对 CrowdStrike 股票持悲观态度？</h2>
</div><p>Nina Marques’ downgrade is rooted in valuation concerns rather than the quality of CrowdStrike’s products.</p>
<div class="lb-trans"><p>Nina Marques 的下调评级根源于对估值的担忧，而不是对 CrowdStrike 产品质量的质疑。</p>
</div><p>Despite recognizing the company’s strong cybersecurity offerings, Marques points out that the current stock price does not reflect potential market slowdowns.</p>
<div class="lb-trans"><p>尽管认可公司强大的网络安全产品，Marques 指出当前股价并未反映潜在的市场放缓。</p>
</div><p>Her caution is based on the belief that the market has not fully factored in a possible deceleration in growth.</p>
<div class="lb-trans"><p>她的谨慎是基于市场尚未充分考虑到可能的增长减速。</p>
</div><p>Marques is particularly wary of CrowdStrike’s performance in the large enterprise sector.</p>
<div class="lb-trans"><p>Marques 特别担心 CrowdStrike 在大型企业领域的表现。</p>
</div><p>She notes that the company has struggled to establish a more substantial presence in this key market segment.</p>
<div class="lb-trans"><p>她指出公司在这一关键市场细分中难以建立更为重要的存在。</p>
</div><p>Additionally, Marques expressed skepticism about the company’s cross-sell opportunities and cited intense competition in cloud security, identity management, and security information and event management (SIEM) as factors contributing to her bearish outlook.</p>
<div class="lb-trans"><p>此外，Marques 对公司的跨销售机会表示怀疑，并指出云安全、身份管理以及安全信息和事件管理（SIEM）领域的激烈竞争是导致她持悲观态度的因素。</p>
</div><h2>Valuation and market expectations</h2>
<div class="lb-trans"><h2>估值和市场预期</h2>
</div><p>CrowdStrike’s stock is currently trading at approximately 23 times its estimated enterprise value to sales ratio for the upcoming fiscal year.</p>
<div class="lb-trans"><p>CrowdStrike 的股票目前交易价约为预计未来财年企业价值销售比约 23 倍。</p>
</div><p>Marques argues that this valuation is significantly higher compared to its cybersecurity peers, who trade at about half that multiple.</p>
<div class="lb-trans"><p>Marques 认为，与其网络安全同行相比，这一估值显著偏高，后者的交易倍数约为其一半。</p>
</div><p>She believes the high valuation overestimates the extent to which IT budgets will expand to accommodate more advanced cybersecurity solutions.</p>
<div class="lb-trans"><p>她认为高估值高估了 IT 预算将扩大以容纳更先进网络安全解决方案的程度。</p>
</div><p>While generative artificial intelligence (Gen-AI) is anticipated to boost demand in the short term, Marques suggests that the market may have overestimated its long-term impact.</p>
<div class="lb-trans"><p>虽然生成式人工智能（Gen-AI）预计将在短期内推动需求，但 Marques 认为市场可能高估了其长期影响。</p>
</div><p>She expects Gen-AI to provide only a temporary uplift in demand rather than a sustained growth trend.</p>
<div class="lb-trans"><p>她预计 Gen-AI 只会在短期内提振需求，而不是持续增长趋势。</p>
</div><p>CrowdStrike’s shares are currently trading at around eight times their price at the beginning of the COVID-19 pandemic, reflecting the substantial gains they have achieved over the past few years.</p>
<div class="lb-trans"><p>CrowdStrike 的股价目前约为 COVID-19 大流行开始时的八倍，反映了过去几年取得的实质性收益。</p>
</div><p>However, Marques’ analysis suggests that these gains may be unsustainable given the current market conditions and competitive pressures.</p>
<div class="lb-trans"><p>然而，Marques 的分析表明，鉴于当前市场条件和竞争压力，这些收益可能是不可持续的。</p>
</div><h2>Recent developments and guidance</h2>
<div class="lb-trans"><h2>最新发展和指引</h2>
</div><p>In June, CrowdStrike reported first-quarter financial results that surpassed Street expectations. However, despite these positive results, the company’s stock price declined due to cautious guidance for the future.</p>
<div class="lb-trans"><p>6 月，CrowdStrike 报告了超出市场预期的第一季度财务业绩。然而，尽管取得这些积极成果，由于对未来的谨慎指引，公司股价下跌。</p>
</div><p>CEO George Kurtz highlighted the strengths of CrowdStrike’s Falcon platform, emphasizing its unique architecture and competitive advantages in addressing major cybersecurity and IT challenges.</p>
<div class="lb-trans"><p>CEO George Kurtz 强调了 CrowdStrike Falcon 平台的优势，强调了其在解决主要网络安全和 IT 挑战方面的独特架构和竞争优势。</p>
</div><p>For fiscal Q2, CrowdStrike has projected revenue between $958 million and $961 million, with earnings up to 99 cents per share.</p>
<div class="lb-trans"><p>对于财季 Q2，CrowdStrike 预计营收在 9.58 亿至 9.61 亿美元之间，每股收益高达 99 美分。</p>
</div><p>Despite these optimistic projections, the muted guidance has contributed to investor unease.</p>
<div class="lb-trans"><p>尽管这些乐观预测，但保守的指引导致投资者感到不安。</p>
</div><p>Earlier this week, CrowdStrike announced the launch of Falcon Complete Next-Gen MDR, aiming to enhance its cybersecurity offerings.</p>
<div class="lb-trans"><p>本周早些时候，CrowdStrike 宣布推出 Falcon Complete Next-Gen MDR，旨在增强其网络安全产品。</p>
</div><p>However, even with these new developments, the prevailing sentiment among analysts remains cautious.</p>
<div class="lb-trans"><p>然而，即使有了这些新发展，分析师们的普遍情绪仍然谨慎。</p>
</div><p>As CrowdStrike navigates these turbulent waters, investors should carefully consider these factors and the potential risks before making investment decisions.</p>
<div class="lb-trans"><p>随着 CrowdStrike 在这个动荡的市场中航行，投资者在做出投资决策之前应仔细考虑这些因素和潜在风险。</p>
</div><p>The post CrowdStrike stock could drop to $275 amid valuation concerns, analyst warns appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，原文链接请参考原文。</p>
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分析师警告称，由于估值问题，CrowdStrike 的股票可能会跌至 275 美元