CrowdStrike(CRWD.US)立下2036财年ARR翻四倍雄心壮志但大摩谨慎看涨

智通财经09-22

智通财经APP获悉，来自华尔街金融巨头摩根士丹利的资深分析师Keith Weiss近日发布研报，将网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)的目标股价从460美元上调至475美元，维持对于该股的“与大盘持平(Equal Weight)”评级。最新的评级与目标价，凸显出大摩对于该股仍然维系谨慎的投资立场，但是大摩强调CrowdStrike正成为越来越...

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Inc.(CRWD.US)的目标股价从460美元上调至475美元，维持对于该股的“与大盘持平(Equal Weight)”评级。最新的评级与目标价，凸显出大摩对于该股仍然维系谨慎的投资立场，但是大摩强调CrowdStrike正成为越来越...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347890.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4528","symbol_name":"SaaS概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1347890.html","article_id":"2569202741","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2569202741","pubTimestamp":1758530117,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，来自华尔街金融巨头摩根士丹利的资深分析师Keith Weiss近日发布研报，将网络安全领域的重要参与者CrowdStrike Holdings Inc.的目标股价从460美元上调至475美元，维持对于该股的“与大盘持平”评级。截至上周五美股收盘，CrowdStrike股票价格收于502.550美元，今年以来，该网络安全巨头的股价在史无前例AI投资热潮助力之下的涨幅高达46%。大摩分析师Keith Weiss在研究报告中重点指出，CrowdStrike预计在2027财年新增年度经常性营收的增长幅度将超过20%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4528":"SaaS概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4504":"桥水持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4110":"抵押房地产投资信托","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" 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quadruple ARR in fiscal year 2036, but Morgan Stanley is cautiously bullish","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWD":1.5,"ARR":1.5},"content_text":"智通财经APP获悉，来自华尔街金融巨头摩根士丹利的资深分析师Keith Weiss近日发布研报，将网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)的目标股价从460美元上调至475美元，维持对于该股的“与大盘持平(Equal Weight)”评级。最新的评级与目标价，凸显出大摩对于该股仍然维系谨慎的投资立场，但是大摩强调CrowdStrike正成为越来越多华尔街分析师所追踪的受益于全球AI大浪潮的科技股之一。据了解，大摩此次的股票评级重申与目标价上调是在周三于拉斯维加斯举行的Fal.Con用户大会和投资者简报会之后。以CrowdStrike网络安全平台为主题的“分析师日”重点关注平台化所带来的日益增长的营收与营业利润，尤其是在人工智能也在大幅增加客户网络安全风险的当下。但值得注意的是，即使大摩分析师上调目标价之后，也低于CrowdStrike当前股票交易价格，凸显出大摩对于该公司基本面前景以及技术面价格趋势的谨慎投资立场。截至上周五美股收盘，CrowdStrike股票价格收于502.550美元，今年以来，该网络安全巨头的股价在史无前例AI投资热潮助力之下的涨幅高达46%。大摩分析师Keith Weiss在研究报告中重点指出，CrowdStrike预计在2027财年新增年度经常性营收(ARR)的增长幅度将超过20%。同时，该网络安全巨头对于到2036财年的200亿美元ARR目标相当于当前水平的四倍以上。大摩分析师Weiss指出，这些目标可谓是“最具增量性质正面意义”的业绩展望，但是在短期到中期内对于公司的基本面与估值提振非常有限。受益于全球AI大浪潮的网络安全巨头——CrowdStrikeCrowdStrike Holdings, Inc是由生成式技术AI驱动的网络安全终端平台与云端工作负载防护平台领域的绝对领导者。随着全球进入AI时代，当前网络安全市场保持强劲增长态势，全球企业尤其是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬升，背后的逻辑主要在于云计算和生成式AI技术导致全球“攻击面”扩大化、网络威胁手段日益复杂(包括黑客利用最先进AI大模型)、以及围绕AI和数据安全的监管合规要求日趋严格等因素。在全新生成式AI技术加持下的网络安全服务兼具低技术门槛带来的无与伦比便捷性，以及AI技术带来的网络安全服务效率指数级提升，这两点对于正在布局AI软件应用的企业来说非常具备吸引力。开发AI软件应用离不开AI大模型以及企业级大数据这两大核心技术的支持，而聚焦低技术操作门槛以及高效率的“AI+网络安全服务”无疑将为这两大技术提供更强大的网络安全保驾护航服务。比如，网络安全领军者CrowdStrike(CRWD.US)积极将突破性的生成式人工智能技术全面融入其网络安全平台服务中，特别是通过引入一位名为“Charlotte”的人工智能安全分析师。这一功能旨在为CrowdStrike Falcon®平台的每一位用户赋能，使他们能够快速创建基于生成人工智能帮助下的工作流程。通过向Charlotte这位虚拟的AI分析师提问以及互动，用户们可以快速便捷地以低门槛AI聊天机器人操作方式调动各大核心模块，实时了解实时网络安全漏洞、威胁因素和其他安全问题，显著增强平台的有效性和用户体验。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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CrowdStrike(CRWD.US)立下2036财年ARR翻四倍雄心壮志 但大摩谨慎看涨

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CrowdStrike(CRWD.US)立下2036财年ARR翻四倍雄心壮志但大摩谨慎看涨