CrowdStrike Faces Downgrades Amid Concerns Over Pricing and Renewals Following Disruption
CrowdStrike Faces Downgrades Amid Concerns Over Pricing and Renewals Following Disruption
CrowdStrike Holdings, Inc (NASDAQ:CRWD) stock continued its downward price trajectory Monday as its cloud software update on Thursday triggered an outage that affected businesses worldwide.
CrowdStrike控股公司（NASDAQ:CRWD）股票周一继续走低，因为其周四的云端软件升级触发了影响全球业务的故障。
A failed update to CrowdStrike's Falcon platform disrupted Microsoft Corp (NASDAQ:MSFT) systems, halting critical global services, including airports, ports, financial institutions, and hospitals.
CrowdStrike的Falcon平台更新失败，瘫痪了微软公司（NASDAQ:MSFT）的系统，停止了关键的全球服务，包括机场、港口、金融机构和医院。
Microsoft said the outage affected less than 1% of Windows users globally, equating to 8.5 million machines.
微软表示，故障影响了全球不到1%的Windows用户，相当于850万台机器。
Also Read: Goldman Sachs Analyst Stays Course On CrowdStrike Despite Outage, Expects Strong Company Reputation To Aid Recovery
高盛分析师表示尽管CrowdStrike出现故障，但仍然看好该公司的未来，并预计公司的良好声誉将有助于恢复。
Windows holds about 72% of the global operating system market share, while CrowdStrike commands nearly 24% in endpoint protection security.
Windows占全球操作系统市场的大约72%，而CrowdStrike在端点保护安全领域占据近24%的市场份额。
Microsoft clarified that a prior agreement with the European Commission prevents it from adopting the same security measures as Apple Inc (NASDAQ:AAPL) as it battled criticism.
微软澄清称，由于之前与欧盟委员会的协议，不得不应对批评，因此无法采取与苹果公司（NASDAQ:AAPL）相同的安全措施。
Several analysts rerated Crowdstrike stock on Monday, voicing their mixed opinions on the prospects of the stock.
周一，几位分析师对Crowdstrike股票进行了重新评级，并发表了自己的看法。
Guggenheim analyst John Difucci downgraded CrowdStrike from Buy to Neutral. BTIG analyst Gray Powell downgraded from Buy to Neutral.
Guggenheim的John Difucci将CrowdStrike的评级从买入降至中立。BTIG的Gray Powell将评级从买入降至中立。
Piper Sandler analyst Rob Owens maintained a Neutral and lowered the price target from $400 to $310.
Piper Sandler的Rob Owens保持中立，并将价格目标从400美元下调至310美元。
Owens notes the CrowdStrike incident as relatively unprecedented. With the incident impacting airlines, hospitals, and 911 call centers, the analyst expects that speculation around litigation will remain for some time, alongside uncertainty around pricing, renewals, and new logo additions. The analyst projects second-quarter revenue and adjusted EPS of $961.2 million and $0.99.
Owens表示，CrowdStrike事件是相对前所未有的。由于事件影响了航空公司、医院和911呼叫中心，分析师预计，围绕诉讼的猜测将持续一段时间，同时还存在关于定价、续订和新增徽标的不确定性。分析师预计，第二季度的营业收入和每股收益将分别为961.20万美元和0.99美元。
Oppenheimer analyst Ittai Kidron reiterated an Outperform. Kidron removed CrowdStrike from his 2024 top picks. While the analyst remains positive about the long-term opportunity, he expects shares to face continued pressure near-term.
Oppenheimer的Ittai Kidron重申‘跑赢市场’评级。Kidron将CrowdStrike从他的2024年十大标的中删除。尽管分析师对公司的长期机会持乐观态度，但他预计股票在短期内将继续承受压力。
Canaccord Genuity analyst Kingsley Crane reiterated a Buy and a $405 price target.
Canaccord Genuity的Kingsley Crane重申‘买入’评级，目标价为405美元。
RBC Capital analyst Matthew Hedberg maintained an Outperform rating and a price target of $420, down from $380. Hedberg expects CrowdStrike to emerge as a stronger cyber-security vendor as this was not a breach but rather a significant breakdown in process.
RBC Capital的Matthew Hedberg维持超越大盘评级，目标价由380美元下调至420美元。 Hedberg预计，由于这不是一次漏洞而是一次重大的流程故障，因此CrowdStrike将成为一家更强大的网络安全供应商。除隐患外，分析师认为它的隐患也可能是在时限上，这说明了生态系统之间的相互依存。Hedberg预计，第二季度的营业收入和每股收益将分别为959.80万美元和0.99美元。
The analyst considers the outage a possible near-term overhang, which illustrates the interconnected nature of the ecosystem. Hedberg projects second-quarter revenue and adjusted EPS of $959.8 million and $0.99.
Truist Securities的Joel P. Fishbein Jr重申‘买入’评级，目标价为400美元。Fishbein Jr指出，故障和影响是由于软件更新失误，而不是安全漏洞。分析师认为，尽管短期内该故障会影响公司的声誉，但其安全解决方案的基本需求不会因此而受损。他认为，这抑制了公司的杰出形象，但Fishbein Jr并不认为其竞争对手会从CrowdStrike抢占市场份额。
Truist Securities analyst Joel P. Fishbein Jr reiterated a Buy with a price target of $400. Fishbein Jr. notes that the outage and impact are a result of a faulty software update rather than a security breach.
Scotia Bank的Patrick Colville将评级由板块优选下调至板块中性，目标价为300美元，低于之前的393美元。分析师与Trusit分析师Fishbein Jr持类似观点。Colville预计，第二季度的营业收入和每股收益将分别为953.80万美元和0.99美元。
The analyst expects the outage to be okay with the fundamental demand for the company's security solutions. In the near term, it does dent the company's stellar image, but Fishbein Jr. did not expect its competitors to take market share from CrowdStrike. He remains a buyer on weakness.
过去五天，该股下跌了30%。
Scotia Bank analyst Patrick Colville downgraded to Sector Perform from Sector Outperform with a price target of $300, down from the prior $393.
CRWD股票最后一次检查时以265.74美元的低价交易，下跌了12.8%。
Colville voiced a similar opinion as per Trusit analyst Fishbein Jr. Colville projects second-quarter revenue and adjusted EPS of $953.8 million and $0.99.
Colville表达了与Trusit分析师Fishbein Jr相似的意见。Colville预测第二季度营业收入为9538万美元，调整后的每股收益为0.99美元。
The stock plunged 30% in the last five days.
股票过去5天下跌了30%。
Price Action: CRWD shares traded lower by 12.8% at $265.74 at the last check on Monday.
价格趋势：CRWD股票最后一次检查时以265.74美元的低价交易，下跌了12.8%。
Photo via Shutterstock
图片来自shutterstock。