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Jim Cramer Joins Multiple Analysts Calling The Bottom In CrowdStrike Stock

Jim Cramer Joins Multiple Analysts Calling The Bottom In CrowdStrike Stock

Jim Cramer加入多个分析师,称CrowdStrike股票已经触底
Benzinga ·  07/29 12:14

CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are bouncing back Monday after facing heavy selling in recent trading sessions on the heels of a global IT outage. Jim Cramer believes the stock has found a bottom and is headed higher from here.

CrowdStrike Holdings Inc(NASDAQ:CRWD)股价在一项全球性IT故障的冲击下最近遭受重挫,但今天有所反弹。吉姆·克雷默认为该股已找到底部,未来将上涨。

What To Know: CrowdStrike shares are down more than 32% over the past month after a failed CrowdStrike update led to a major outage that impacted businesses across the world.

概述:CrowdStrike的股价在过去一个月中下跌了32%以上,因为一次失败的更新导致了一次全球性故障,影响了全球各地的企业。

Monday on CNBC's "Squawk On The Street," Cramer predicted that the selling has run its course.

吉姆·克雷默于周一在CNBC的“Squawk On The Street”节目中预测,这种大规模抛售的趋势已过。

"Yeah, I think it's the bottom," Cramer said.

克雷默说:“是的,我认为这是底部。”

He noted that he expected a bigger rise in shares of SentinelOne Inc (NYSE:S) and Palo Alto Networks Inc (NASDAQ:PANW) following the hiccup from CrowdStrike. The market is telling you that there is not going to be a big change in market share here, Cramer said.

他指出,他预计SentinelOne Inc(NYSE:S)和Palo Alto Networks Inc(NASDAQ:PANW)的股票会有一个更大的上涨,而不是CrowdStrike。Cramer表示,市场正在告诉你这里并不会有市场份额的大变化。

Last week, Cramer applauded CrowdStrike CEO George Kurtz's response to the event and suggested that the selling in CrowdStrike shares would be short-lived. Kurtz immediately accepted blame for the outage last week, explaining that the issues were caused by "a defect found in a single content update."

上周,克雷默赞扬了CrowdStrike首席执行官乔治·库尔茨对事件的回应,并暗示对CrowdStrike的售出将是短暂的。库尔茨立即承认上周的故障是他的责任,解释称问题是“在单个内容更新中发现的缺陷”引起的。

Cramer said at the time that he expected people to forget about the security incident and return to CrowdStrike within three months because of the company's "unbelievable technology."

克雷默当时说,他预计人们会在三个月内忘记这起安全事件,并回到CrowdStrike,因为该公司拥有“令人难以置信的技术”。

Cramer on Monday highlighted recent analyst commentary including high praise from JPMorgan calling the company a "masterclass on incident response," a call for upside from current levels from UBS and a positive Morgan Stanley note, showing strong global reseller data.

克雷默周一强调了最近的分析师评论,包括JPMorgan对该公司的高度赞扬,称其为“事件响应方面的一项杰出表现”,UBS的股价上涨呼吁以及摩根士丹利积极的全球经销商数据。

"There are a lot of people calling the bottom," Cramer said, adding that he is one of them.

他说,“有很多人都在呼吁底部,我也是其中之一。”

Although he acknowledged that the selloff was probably warranted given the magnitude of the IT outage, he believes Kurtz has done a good job showing people that CrowdStrike is a winner, not a loser, he said.

尽管他承认,由于IT故障的重大影响,抛售可能是合理的,但他认为库尔茨已经很好地向人们展示了CrowdStrike是赢家而不是输家。

CrowdStrike is due to report earnings for the second quarter sometime near the end of August. The cybersecurity company is expected to report earnings of 98 cents per share and revenue of $958.795 million, according to estimates from Benzinga Pro.

CrowdStrike即将在8月底左右公布第二季度的财报。据Benzinga Pro的估计,这家网络安全公司预计将报告每股收益98美分和营业收入9587.95万美元。

CRWD Price Action: CrowdStrike shares were up 3.02% at $263.62 at the time of publication, according to Benzinga Pro.

CRWD股价走势:根据Benzinga Pro的数据,CrowdStrike的股价在发布时上涨了3.02%,为263.62美元。

  • To No One's Surprise, Jim Cramer Praised CrowdStrike Less Than Two Months Ago 'I Don't Think That Domino Is Going To Fall'
  • 毫不意外,吉姆•克莱默不到两个月前赞扬了 CrowdStrike:“我认为这个多米诺骨牌不会倒下。”

Photo: Shutterstock.

照片:shutterstock。

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