Goldman Sachs has expressed confidence in CrowdStrike's ability to return to over 20% revenue growth and 30% EPS growth within the next 12-24 months. This optimism is based on management comments and industry conversations. Despite a recent outage, CrowdStrike reported a surprisingly solid second quarter for fiscal year 2024, with high customer engagement and strategies to mitigate risk and regain share momentum. Goldman Sachs views the outage headwinds as temporary, not structural. Bank of America also remains positive, setting a Buy rating and a price target of $365, highlighting the importance of customer commitment packages. Meanwhile, Zscaler's CEO noted increased customer focus on resilience following the CrowdStrike outage, which has impacted the broader cybersecurity sector.