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$CRWD stock has been on a significant uptrend, with the market expecting an 11% move before their earnings report. The sentiment reading is at yearly lows, despite beating on their last 4 reports. Analysts and CEOs praise the company's strong revenue beat and guide, refuting concerns of a softer security spending environment. The CEO's comments during the earnings call, dunking on competitor $PANW, have garnered attention. Alternative data like job openings hinted at the strong quarter. The cybersecurity sector is anticipated to continue its strength.
MyPOV: @CrowdStrike, @PaloAltoNtwks duel over platforms vs. bundles https://t.co/nujKgbBO8q The cybersecurity platform wars may be getting a bit chippy as CrowdStrike and Palo Alto Networks duel as they try to convince enterprises to consolidate on their platforms. @ldignan
"They're not frenemies, but there's mutual respect there." Cybersecurity player $CRWD is on the offense, calling out competitor $PANW in the company's earnings call. @jimcramer and @davidfaber lay out the combative call and quarterly beat in today's #MadDash. https://t.co/cOx46RTXDb
$CRWD “delivered strong [Q4] results last night,” KeyBanc Capital Markets analyst Eric Heath says. “These results really refute any concerns that we might have that there is a softer security spending environment going on.” https://t.co/ZapxX60t8A
