PSChoong
2021-07-06
Yes, software company are the winners eventually
[开心]
Crowdstrike Is a Long-Term Winner, Says Top Analyst
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdstrike Is a Long-Term Winner, Says Top Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 11:02 GMT+8 <a href=https://www.tipranks.com/news/article/crowdstrike-is-a-long-term-winner-says-top-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crowdstrike (CRWD) has delivered strong gains for investors over the past year and has continued to do so in 2021, shaking off a decline in Q1 and picking up steam throughout the second quarter.\nWhile...</p>\n\n<a href=\"https://www.tipranks.com/news/article/crowdstrike-is-a-long-term-winner-says-top-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.tipranks.com/news/article/crowdstrike-is-a-long-term-winner-says-top-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191866145","content_text":"Crowdstrike (CRWD) has delivered strong gains for investors over the past year and has continued to do so in 2021, shaking off a decline in Q1 and picking up steam throughout the second quarter.\nWhile CRWD stock has been noted as an expensive growth name, the cybersecurity specialist’s success has been built on a solid foundation of real-world accomplishments and Canaccord’sMichael Walkleyexpects the company to keep on outperforming.\n“We view CrowdStrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers, and its expansion into tangential segments to capture a greater share of security budgets,” the 5-star analyst said. “We believe CrowdStrike’s first-mover cloud advantage, with a focus on EDR and AI/ML detection approaches in a competitive endpoint security market with an expanding toolkit, makes it an important component of a robust cybersecurity framework.”\nWalkley has the data to back up his confident take. According to recently published security software market analysis by Gartner, the company continues to take share in the endpoint protection platform (EPP) segment and has climbed two spots to leapfrog Symantec and McAfee and break into the top three for the first time.\nWalkley notes that despite the company targeting growth in “adjacent security areas,” it is easy to underestimate the “abounding displacement opportunities” in its core market.\nEPP claims a big chunk of the security market, amounting to 17.9% and exhibiting faster growth than the security software market as a whole. Gartner data shows that the EPP segment grew by 20% YoY in 2020 to reach $8.9 billion, while the whole security software market grew by 10% to generate $49.7 billion in annual revenue.\nWhat’s more, as legacy players still dominate the field – the top 5 players account for ~60% of the market – Walkley believes there is a “ripe opportunity” for CRWD to take share.\nThe analyst also expects the company’s pivot toward “adjacent” cybersecurity fields will see it make further inroads into an estimated $106 billion TAM (total addressable market) by F2025.\n“We have strong conviction in the numerous tailwinds forging a path toward management’s goal of $3B+ in ARR by F2025,” Walkley summed up.\nAll in all, Walkley reiterated a Buy on CRWD shares backed by a $280 price target, implying room for an additional 10% uptick from current levels.\nSome stocks draw a diverse set of opinions on Wall Street, but CRWD is not one of them. Of the 18 recent reviews, 17 are to Buy and only 1 recommends to Hold, all coalescing to a Strong Buy consensus rating. However, the shares gains have taken the share price close to the $261.78 average price target, which now indicates modest upside of 4% in the year ahead.(See Crowdstrike stock analysis on TipRanks)\n\nTo find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":48,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/154472425"}
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