CRWD : RESET / POSITION TRADE

2021년 6월 25일

CrowdStrike: Another Solid Quarter; Buy Opportunistically

~ After solid F1Q22 results, we reiterate our buy rating on CrowdStrike. We urge long-term investors to buy shares on weakness and existing shareholders to remain invested in the stock.

~ Elevated security spending, new customer additions and upsells into its install base, low churn, and displacement of legacy vendors will drive CrowdStrike revenue.

~ CrowdStrike will become a formidable competitor to Splunk with its Humio acquisition. CrowdStrike hinted on the call that it displaced Splunk at a major customer.

~ CrowdStrike reported another exceptional quarter beating all metrics and guided up. We expect CrowdStrike to remain a dominant security vendor in the near term.

~ CrowdStrike stock will remain expensive and volatile. Hence investors should be buying shares on weakness as when opportunities are presented.


SOURCE : Tech Stock Pros, SeekingAlpha, 04-Jun-21
seekingalpha.com/article/4433048-crowdstrike-q12022-earnings-another-solid-quarter-buy-opportunistically

2021년 8월 10일

액티브 트레이드

2022년 1월 27일

거래청산: 타겟 닿음