CrowdStrike Holdings, Inc. experienced a significant stock price reaction following its latest earnings report, with multiple analyst firms adjusting their ratings and price targets. Canaccord Genuity downgraded CrowdStrike from Buy to Hold, while raising its price target from $420 to $475. Evercore ISI also downgraded the stock to In Line from Outperform, adjusting its price target from $450 to $440. Bank of America similarly downgraded CrowdStrike to Neutral from Buy, citing 'limited valuation upside' post-earnings, but raised its price target from $420 to $470. Despite the downgrades, some analysts and investors see the sell-off as a buying opportunity. DivesTech, for instance, believes the post-earnings sell-off presents another chance to invest in what they consider the 'gold standard of cyber security,' with a base price target of $525 and a bull case of $575. They also raised their price target on Zscaler to $330, citing strong field checks and the potential for growth in cybersecurity with the AI revolution. Bankinter views the 7% stock drop as an entry opportunity into the company, highlighting CrowdStrike's leadership in endpoint security and its strategic position in cloud transition, AI development, and collaboration with the U.S. government. CrowdStrike's fiscal year 2025 revenue reached $3.95 billion, a 29.4% increase from the previous year, positioning it as one of the fastest-growing companies in the cybersecurity sector. The company reported a Q1 FY26 net loss of $110.2 million, compared to a net profit of $42.82 million the previous year, attributed to the impact of a July outage. Revenue for the quarter was $1.100 billion, in line with consensus estimates and up from $921 million the year before. Annual Recurring Revenue (ARR) grew by 22%. CrowdStrike announced a share buyback program of up to $1 billion and revised its full-year guidance, expecting adjusted EPS of $3.44 to $3.56 on revenues of $4.740 billion to $4.810 billion. The company's Charlotte AI, which democratizes cybersecurity by providing real-time answers to network vulnerability queries, is seen as a potential catalyst for the second half of 2025.
CrowdStrike cae tras sus débiles previsiones de ingresos: "Es una oportunidad de entrada" https://t.co/Yy4biWe19Q
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