CrowdStrike Holdings, Inc.(CRWD.US)今日股价盘中大涨5.04%,引发市场关注。
据报道,投行Baird维持CrowdStrike"跑赢大盘"评级,目标价为315美元。该投行认为,尽管该公司近期受到"蓝屏"危机的影响存在一些短期可见性挑战,但其最新的财务更新大体上是积极的。
分析师表示,CrowdStrike仍致力于今年秋季实现100亿美元的年度经常性收入(ARR)目标。虽然"蓝屏"危机一定程度上抑制了部分ARR势头,但长期前景依旧看好。到2031财年,该公司在云安全、身份保护和下一代安全信息等领域的ARR有望达到50亿至65亿美元。
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