<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2020/12/151306528-s-740x416.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2020/12/151306528-s-740x416.jpg"/></p>
<p>CrowdStrike Holdings Inc.（納斯達克股票代碼：CRWD）是網絡安全領域的知名公司，在最近一份由 Redburn Atlantic 進行的分析中面臨着挑戰性的前景。</p>
<p>分析師 Nina Marques 為 CrowdStrike 發出了 “賣出” 評級，預測其股價可能下跌至 275 美元，比之前收盤價再降 23%。</p>
<p>這是在過去一個月公司股價下跌了 13% 之後出現的，表明投資者的擔憂正在增加。</p>
<h2>Redburn Atlantic 為何對 CrowdStrike 股票持悲觀態度？</h2>
<p>Nina Marques 的下調評級根源於對估值的擔憂，而不是對 CrowdStrike 產品質量的質疑。</p>
<p>儘管認可公司強大的網絡安全產品，Marques 指出當前股價並未反映潛在的市場放緩。</p>
<p>她的謹慎是基於市場尚未充分考慮到可能的增長減速。</p>
<p>Marques 特別擔心 CrowdStrike 在大型企業領域的表現。</p>
<p>她指出公司在這一關鍵市場細分中難以建立更為重要的存在。</p>
<p>此外，Marques 對公司的跨銷售機會表示懷疑，並指出雲安全、身份管理以及安全信息和事件管理（SIEM）領域的激烈競爭是導致她持悲觀態度的因素。</p>
<h2>估值和市場預期</h2>
<p>CrowdStrike 的股票目前交易價約為預計未來財年企業價值銷售比約 23 倍。</p>
<p>Marques 認為，與其網絡安全同行相比，這一估值顯著偏高，後者的交易倍數約為其一半。</p>
<p>她認為高估值高估了 IT 預算將擴大以容納更先進網絡安全解決方案的程度。</p>
<p>雖然生成式人工智能（Gen-AI）預計將在短期內推動需求，但 Marques 認為市場可能高估了其長期影響。</p>
<p>她預計 Gen-AI 只會在短期內提振需求，而不是持續增長趨勢。</p>
<p>CrowdStrike 的股價目前約為 COVID-19 大流行開始時的八倍，反映了過去幾年取得的實質性收益。</p>
<p>然而，Marques 的分析表明，鑑於當前市場條件和競爭壓力，這些收益可能是不可持續的。</p>
<h2>最新發展和指引</h2>
<p>6 月，CrowdStrike 報告了超出市場預期的第一季度財務業績。然而，儘管取得這些積極成果，由於對未來的謹慎指引，公司股價下跌。</p>
<p>CEO George Kurtz 強調了 CrowdStrike Falcon 平台的優勢，強調了其在解決主要網絡安全和 IT 挑戰方面的獨特架構和競爭優勢。</p>
<p>對於財季 Q2，CrowdStrike 預計營收在 9.58 億至 9.61 億美元之間，每股收益高達 99 美分。</p>
<p>儘管這些樂觀預測，但保守的指引導致投資者感到不安。</p>
<p>本週早些時候，CrowdStrike 宣佈推出 Falcon Complete Next-Gen MDR，旨在增強其網絡安全產品。</p>
<p>然而，即使有了這些新發展，分析師們的普遍情緒仍然謹慎。</p>
<p>隨着 CrowdStrike 在這個動盪的市場中航行，投資者在做出投資決策之前應仔細考慮這些因素和潛在風險。</p>
<p>本文來源於 Invezz，原文鏈接請參考原文。</p>

CRWD

<p>網絡安全公司 CrowdStrike 面臨着嚴峻的前景，一位分析師警告稱其股價可能會下跌 23%。這一 “賣出” 評級基於對估值和市場預期的擔憂，以及行業競爭。儘管財務業績表現積極，但謹慎的指引和投資者的不安已經導致了悲觀的前景。投資者在做出投資決策之前應仔細考慮這些因素</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.（納斯達克股票代碼：CRWD）是網絡安全領域的知名公司，在最近一份由 Redburn Atlantic 進行的分析中面臨着挑戰性的前景。</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>分析師 Nina Marques 為 CrowdStrike 發出了 “賣出” 評級，預測其股價可能下跌至 275 美元，比之前收盤價再降 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>這是在過去一個月公司股價下跌了 13% 之後出現的，表明投資者的擔憂正在增加。</p>
</div><h2>Why is Redburn Atlantic bearish on CrowdStrike stock?</h2>
<div class="lb-trans"><h2>Redburn Atlantic 為何對 CrowdStrike 股票持悲觀態度？</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 的下調評級根源於對估值的擔憂，而不是對 CrowdStrike 產品質量的質疑。</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>儘管認可公司強大的網絡安全產品，Marques 指出當前股價並未反映潛在的市場放緩。</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>她的謹慎是基於市場尚未充分考慮到可能的增長減速。</p>
</div><p>Marques is particularly wary of CrowdStrike’s performance in the large enterprise sector.</p>
<div class="lb-trans"><p>Marques 特別擔心 CrowdStrike 在大型企業領域的表現。</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>她指出公司在這一關鍵市場細分中難以建立更為重要的存在。</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 對公司的跨銷售機會表示懷疑，並指出雲安全、身份管理以及安全信息和事件管理（SIEM）領域的激烈競爭是導致她持悲觀態度的因素。</p>
</div><h2>Valuation and market expectations</h2>
<div class="lb-trans"><h2>估值和市場預期</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 的股票目前交易價約為預計未來財年企業價值銷售比約 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 認為，與其網絡安全同行相比，這一估值顯著偏高，後者的交易倍數約為其一半。</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>她認為高估值高估了 IT 預算將擴大以容納更先進網絡安全解決方案的程度。</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>雖然生成式人工智能（Gen-AI）預計將在短期內推動需求，但 Marques 認為市場可能高估了其長期影響。</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>她預計 Gen-AI 只會在短期內提振需求，而不是持續增長趨勢。</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 的股價目前約為 COVID-19 大流行開始時的八倍，反映了過去幾年取得的實質性收益。</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，鑑於當前市場條件和競爭壓力，這些收益可能是不可持續的。</p>
</div><h2>Recent developments and guidance</h2>
<div class="lb-trans"><h2>最新發展和指引</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 報告了超出市場預期的第一季度財務業績。然而，儘管取得這些積極成果，由於對未來的謹慎指引，公司股價下跌。</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 強調了 CrowdStrike Falcon 平台的優勢，強調了其在解決主要網絡安全和 IT 挑戰方面的獨特架構和競爭優勢。</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>對於財季 Q2，CrowdStrike 預計營收在 9.58 億至 9.61 億美元之間，每股收益高達 99 美分。</p>
</div><p>Despite these optimistic projections, the muted guidance has contributed to investor unease.</p>
<div class="lb-trans"><p>儘管這些樂觀預測，但保守的指引導致投資者感到不安。</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>本週早些時候，CrowdStrike 宣佈推出 Falcon Complete Next-Gen MDR，旨在增強其網絡安全產品。</p>
</div><p>However, even with these new developments, the prevailing sentiment among analysts remains cautious.</p>
<div class="lb-trans"><p>然而，即使有了這些新發展，分析師們的普遍情緒仍然謹慎。</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>隨着 CrowdStrike 在這個動盪的市場中航行，投資者在做出投資決策之前應仔細考慮這些因素和潛在風險。</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>本文來源於 Invezz，原文鏈接請參考原文。</p>
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分析師警告稱，由於估值問題，CrowdStrike 的股票可能會跌至 275 美元