<p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ: CRWD) 股票在週一上漲，儘管大盤下跌。這一走勢是在一位看漲分析師提高了對這家網絡安全公司的預測後出現的。</p>
<h2>分析師提高預測</h2>
<p><strong>Keybanc</strong> 分析師 Eric Heath 將價格預測從 $525 提高至 $700，同時 維持超配評級。</p>
<p>該分析師表示，結果穩健，環比基本穩定。Heath 認為 CrowdStrike 在本季度有良好的上漲潛力，受到 Mythos 和 Frontier AI Readiness 服務需求的支持。</p>
<p>此外，關鍵關注領域如持續威脅暴露管理 (CTEM)、漏洞管理、補丁、雲安全和服務的強勁表現也起到了助推作用。</p>
<p>分析師寫道，其他助推因素包括靈活消費模型和強勁的勢頭，管理層在 Project Quiltworks 公告後強調了 &#34;難以置信的需求&#34;。</p>
<h2>最近的分析師行動</h2>
<p>該股票的評級為買入，平均目標價為 $509.82。最近的分析師行動包括：</p>
<ul>
<li><strong>Keybanc</strong>: 超配（目標提高至 $700.00）（5 月 18 日）</li>
<li><strong>BTIG</strong>: 買入（目標提高至 $621.00）（5 月 14 日）</li>
<li><strong>Wells Fargo</strong>: 超配（目標提高至 $525.00）（5 月 5 日）</li>
</ul>
<p>BTIG 分析師在與 10 位行業聯繫人進行渠道檢查後提高了價格預測，這些聯繫人與大約 $7 億的 CrowdStrike 年銷售額相關。分析師表示，平台整合得到了積極反饋，尤其是 Next-Gen SIEM 的反饋非常強勁，並且對身份、雲安全、虛擬機和 新推出的 AI 驅動安全產品 的評論也很積極。</p>
<p>BTIG 的檢查還指出核心終端座位數量的信號混雜，但該公司認為更廣泛的平台採用正在抵消這種疲軟。調查中的兩位合作伙伴提高了對增長的預期，相較於 BTIG 1 月的檢查，進一步收緊了公司財年的第一季度盈利的短期看漲預期。</p>
<h2>盈利快照</h2>
<p>在 3 月，該公司公佈了第四季度收入為 $13.1 億，超出分析師的 預期，後者約為 $13 億，依據 Benzinga Pro。調整後的每股收益為 $1.12，超出預期的 $1.10。</p>
<p>第四季度總收入同比增長 23%。訂閲收入為 $12.4 億，也同比增長 23%。年度經常性收入同比增長 24%，達到 $52.5 億，此前公司在本季度新增了 $3.307 億的淨新 ARR。</p>
<h2>CRWD 如何在今天超越科技同行</h2>
<p>CRWD 在週一的表現優於其科技同行，上漲 2.83%，而該行業下跌 1.59%——相差 4.37 個百分點。這種相對強勁的表現更為顯著，因為科技在今天的 11 個行業中排名第 11，是市場表現最弱的羣體。</p>
<p>放眼全局，該行業的趨勢仍然是積極的，過去 30 天科技上漲 12.20%，過去 90 天上漲 24.33%。在這種背景下，CRWD 在 XLK 下跌日的上漲表明交易者將其視為近期表現強勁但今天稍作喘息的行業中的領導者。</p>
<h2>CRWD ETF 曝露：關鍵基金和權重</h2>
<ul>
<li><strong>First Trust NASDAQ Cybersecurity ETF</strong> (NASDAQ: CIBR): 8.29% 權重</li>
<li><strong>Amplify Cybersecurity ETF</strong> (NYSE: HACK): 5.48% 權重</li>
<li><strong>Global X Cybersecurity ETF</strong> (NASDAQ: BUG): 5.79% 權重</li>
</ul>
<p><strong>重要性：</strong> 由於 CRWD 在這些基金中佔有如此大的權重，任何對這些 ETF 的重大資金流入或流出都可能迫使自動買入或賣出該股票。</p>
<p><strong>CRWD 價格走勢：</strong> CrowdStrike Holdings 的股票在週一發佈時上漲 2.99%，報 $611.81。該股票交易於新的 52 周高點， 根據 Benzinga Pro 數據。</p>
<p><em>照片來源於 Shutterstock</em></p>

CRWD

2 倍做多 CRWD ETF - GraniteShares

<p>CrowdStrike (CRWD) 的股價在 KeyBanc 將其目標價從 525 美元上調至 700 美元后上漲，原因是網絡安全需求強勁以及人工智能驅動的增長。該公司報告第四季度收入為 13.1 億美元，超出預期，同比增長 23%。CRWD 的表現優於科技行業，股價上漲 2.99%，達到 611.81 美元的新 52 周高點</p>

<p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ: CRWD) stock is trading higher on Monday even as the broader market is falling. The move comes after a bullish analyst raised his forecast for the cybersecurity firm.</p>
<div class="lb-trans"><p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ: CRWD) 股票在週一上漲，儘管大盤下跌。這一走勢是在一位看漲分析師提高了對這家網絡安全公司的預測後出現的。</p>
</div><h2>Analyst Raises Forecast</h2>
<div class="lb-trans"><h2>分析師提高預測</h2>
</div><p><strong>Keybanc</strong> analyst Eric Heath raised the price forecast from $525 to $700, while maintaining an Overweight rating.</p>
<div class="lb-trans"><p><strong>Keybanc</strong> 分析師 Eric Heath 將價格預測從 $525 提高至 $700，同時 維持超配評級。</p>
</div><p>The analyst said that the results were solid and broadly stable quarter over quarter. Heath sees CrowdStrike well-positioned for upside this quarter, supported by demand for Mythos and the Frontier AI Readiness service.</p>
<div class="lb-trans"><p>該分析師表示，結果穩健，環比基本穩定。Heath 認為 CrowdStrike 在本季度有良好的上漲潛力，受到 Mythos 和 Frontier AI Readiness 服務需求的支持。</p>
</div><p>This, along with strength in key focus areas such as continuous threat exposure management (CTEM), vulnerability management, patching, cloud security, and services, acts as a tailwind.</p>
<div class="lb-trans"><p>此外，關鍵關注領域如持續威脅暴露管理 (CTEM)、漏洞管理、補丁、雲安全和服務的強勁表現也起到了助推作用。</p>
</div><p>The analyst writes that additional tailwinds include the Flex consumption model and strong momentum, with management highlighting &#34;unbelievable demand&#34; following the Project Quiltworks announcement.</p>
<div class="lb-trans"><p>分析師寫道，其他助推因素包括靈活消費模型和強勁的勢頭，管理層在 Project Quiltworks 公告後強調了 &#34;難以置信的需求&#34;。</p>
</div><h2>Recent Analyst Actions</h2>
<div class="lb-trans"><h2>最近的分析師行動</h2>
</div><p>The stock carries a Buy rating with an average price target of $509.82. Recent analyst moves include:</p>
<div class="lb-trans"><p>該股票的評級為買入，平均目標價為 $509.82。最近的分析師行動包括：</p>
</div><ul>
<li><strong>Keybanc</strong>: Overweight (Raises Target to $700.00) (May 18)</li>
<li><strong>BTIG</strong>: Buy (Raises Target to $621.00) (May 14)</li>
<li><strong>Wells Fargo</strong>: Overweight (Raises Target to $525.00) (May 5)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Keybanc</strong>: 超配（目標提高至 $700.00）（5 月 18 日）</li>
<li><strong>BTIG</strong>: 買入（目標提高至 $621.00）（5 月 14 日）</li>
<li><strong>Wells Fargo</strong>: 超配（目標提高至 $525.00）（5 月 5 日）</li>
</ul>
</div><p>BTIG analyst boosted the price forecast after channel checks with 10 industry contacts tied to roughly $700 million in annual CrowdStrike sales. The analyst said platform consolidation is resonating, with especially strong feedback on Next-Gen SIEM and solid commentary around Identity, Cloud Security, VM, and newer AI-driven security offerings.</p>
<div class="lb-trans"><p>BTIG 分析師在與 10 位行業聯繫人進行渠道檢查後提高了價格預測，這些聯繫人與大約 $7 億的 CrowdStrike 年銷售額相關。分析師表示，平台整合得到了積極反饋，尤其是 Next-Gen SIEM 的反饋非常強勁，並且對身份、雲安全、虛擬機和 新推出的 AI 驅動安全產品 的評論也很積極。</p>
</div><p>BTIG's checks also flagged mixed signals in core endpoint seat counts, but the firm argued broader platform adoption is outweighing that softness. Two partners in the survey raised growth expectations versus BTIG's January checks, tightening the near-term bull case into the company's fiscal first-quarter earnings.</p>
<div class="lb-trans"><p>BTIG 的檢查還指出核心終端座位數量的信號混雜，但該公司認為更廣泛的平台採用正在抵消這種疲軟。調查中的兩位合作伙伴提高了對增長的預期，相較於 BTIG 1 月的檢查，進一步收緊了公司財年的第一季度盈利的短期看漲預期。</p>
</div><h2>Earnings Snapshot</h2>
<div class="lb-trans"><h2>盈利快照</h2>
</div><p>In March, the company posted fourth-quarter revenue of $1.31 billion, beating analyst estimates of approximately $1.30 billion, according to Benzinga Pro. Adjusted earnings came in at $1.12 per share in the quarter, beating estimates of $1.10 per share.</p>
<div class="lb-trans"><p>在 3 月，該公司公佈了第四季度收入為 $13.1 億，超出分析師的 預期，後者約為 $13 億，依據 Benzinga Pro。調整後的每股收益為 $1.12，超出預期的 $1.10。</p>
</div><p>Total revenue was up 23% year-over-year in the fourth quarter. Subscription revenue came in at $1.24 billion, also up 23% year-over-year. Annual recurring revenue increased 24% year-over-year to $5.25 billion after the company added $330.7 million of net new ARR in the quarter.</p>
<div class="lb-trans"><p>第四季度總收入同比增長 23%。訂閲收入為 $12.4 億，也同比增長 23%。年度經常性收入同比增長 24%，達到 $52.5 億，此前公司在本季度新增了 $3.307 億的淨新 ARR。</p>
</div><h2>How CRWD Outperforms Technology Peers Today</h2>
<div class="lb-trans"><h2>CRWD 如何在今天超越科技同行</h2>
</div><p>CRWD is outperforming its Technology peers on Monday, up 2.83% while the sector is down 1.59%—a gap of 4.37 percentage points. That relative strength is more notable because Technology ranks 11 out of 11 sectors today, making it the weakest-performing group in the market.</p>
<div class="lb-trans"><p>CRWD 在週一的表現優於其科技同行，上漲 2.83%，而該行業下跌 1.59%——相差 4.37 個百分點。這種相對強勁的表現更為顯著，因為科技在今天的 11 個行業中排名第 11，是市場表現最弱的羣體。</p>
</div><p>Zooming out, the sector trend has still been constructive, with Technology up 12.20% over the past 30 days and up 24.33% over the past 90 days. In that context, CRWD's ability to rise on a down day for XLK suggests traders are treating it as a leadership name within a sector that's been strong recently but is taking a breather today.</p>
<div class="lb-trans"><p>放眼全局，該行業的趨勢仍然是積極的，過去 30 天科技上漲 12.20%，過去 90 天上漲 24.33%。在這種背景下，CRWD 在 XLK 下跌日的上漲表明交易者將其視為近期表現強勁但今天稍作喘息的行業中的領導者。</p>
</div><h2>CRWD ETF Exposure: Key Funds and Weights</h2>
<div class="lb-trans"><h2>CRWD ETF 曝露：關鍵基金和權重</h2>
</div><ul>
<li><strong>First Trust NASDAQ Cybersecurity ETF</strong> (NASDAQ: CIBR): 8.29% Weight</li>
<li><strong>Amplify Cybersecurity ETF</strong> (NYSE: HACK): 5.48% Weight</li>
<li><strong>Global X Cybersecurity ETF</strong> (NASDAQ: BUG): 5.79% Weight</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>First Trust NASDAQ Cybersecurity ETF</strong> (NASDAQ: CIBR): 8.29% 權重</li>
<li><strong>Amplify Cybersecurity ETF</strong> (NYSE: HACK): 5.48% 權重</li>
<li><strong>Global X Cybersecurity ETF</strong> (NASDAQ: BUG): 5.79% 權重</li>
</ul>
</div><p><strong>Significance:</strong> Because CRWD carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.</p>
<div class="lb-trans"><p><strong>重要性：</strong> 由於 CRWD 在這些基金中佔有如此大的權重，任何對這些 ETF 的重大資金流入或流出都可能迫使自動買入或賣出該股票。</p>
</div><p><strong>CRWD Price Action:</strong> CrowdStrike Holdings shares were up 2.99% at $611.81 at the time of publication on Monday. The stock is trading at a new 52-week high, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>CRWD 價格走勢：</strong> CrowdStrike Holdings 的股票在週一發佈時上漲 2.99%，報 $611.81。該股票交易於新的 52 周高點， 根據 Benzinga Pro 數據。</p>
</div><p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片來源於 Shutterstock</em></p>
</div>

分析師認為 CrowdStrike 在 AI 安全領域具有強勁的勢頭