Time To Buy CrowdStrike? Analyst Says 'If You Loved It At $350, You Should Absolutely Love It At $250' After Recent Microsoft Outage Drove Stock Down
Time To Buy CrowdStrike? Analyst Says 'If You Loved It At $350, You Should Absolutely Love It At $250' After Recent Microsoft Outage Drove Stock Down
Malcolm Ethridge, Executive Vice President of CIC Wealth, expressed his bullish stance on CrowdStrike Holdings Inc. (NASDAQ:CRWD) on CNBC's Worldwide Exchange on Friday.
CIC财富的执行副总裁Malcolm Ethridge在CNBC的《全球交流》节目中表达了他对CrowdStrike Holdings Inc.（纳斯达克股票代码：CRWD）的看好态度。
What Happened: Ethridge suggested that the current situation presents a buying opportunity for investors.
发生了什么事：Ethridge表示，当前的情况为投资者提供了购买机会。
"When we get to a place where we believe that the worst of the news is out there, it's time to buy Crowdstrike. If you loved it at $350, then you should absolutely love it at $250."
“当我们相信最坏的消息已经出现时，就是购买Crowdstrike的时候。如果你喜欢350美元的价格，那么你一定会喜欢250美元的价格。”
"When we get to a place where we believe that the worst of the news is out there, it's time to buy $CRWD. If you loved it at $350, then you should absolutely love it at $250," says @MalcolmOnMoney to @FrankCNBC pic.twitter.com/8ioIDO0l2S
— Worldwide Exchange (@CNBCWEX) August 9, 2024
“当我们相信最坏的消息已经出现时，就是购买$CRWD的时候。如果你喜欢350美元的价格，那么你一定会喜欢250美元的价格。”@MalcolmOnMoney对@FrankCNBC说。pic.twitter.com/8ioIDO0l2S
——《全球交流》（@CNBCWEX）2024年8月9日。
This comes in the wake of CrowdStrike facing legal action over a global outage that impacted air travel last month. The cybersecurity firm is accused of negligence in testing and deploying its software, leading to the outage.
CrowdStrike最近面临全球网络宕机的法律诉讼，该宕机影响了上个月的航空旅行。这家网络安全公司被指控在测试和部署其软件时存在疏忽，导致宕机。
Why It Matters: The outage has resulted in significant operational disruptions, including about 7,000 flight cancellations over five days, leading to a direct revenue impact of $380 million for the September quarter for Delta Air Lines, Inc. (NYSE:DAL).
这次宕机导致了重大的运营中断，包括在五天内取消了约7000个航班，给Delta Air Lines Inc.（纽约证券交易所股票代码：DAL）9月份季度直接财务业绩带来了3,800万美元的影响。
The outage caused by CrowdStrike has had significant global implications. The CEO, George Kurtz, has been summoned by a U.S. congressional panel to testify on the global tech outage. The faulty update affected less than 1% of Windows users globally, which equates to approximately 8.5 million machines, as revealed by Microsoft.
CrowdStrike引起的这次宕机对全球产生了重大影响。CEO乔治·柯茨已被美国国会委员会传唤出席关于全球技术宕机的听证会。Microsoft透露，故障更新全球Windows用户仅受到不到1%的影响，约为850万台电脑。
Despite the lawsuit and the operational disruptions, some analysts remain optimistic about CrowdStrike's long-term growth potential. Piper Sandler analyst Rob D. Owens recently upgraded CrowdStrike's rating to Overweight from Neutral, citing the company's resilience and dominance in the endpoint space as key growth catalysts.
尽管面临诉讼和运营中断，一些分析师仍然看好CrowdStrike的长期增长潜力。Piper Sandler的分析师Rob D. Owens最近将CrowdStrike的评级从中立升级为超配，认为公司在终端领域的韧性和主导地位是关键增长动力。
Price Action: Crowdstrike was trading 1.65% higher during pre-market on Friday, according to Benzinga Pro.
据Benzinga Pro报道，Crowdstrike在周五盘前交易中上涨了1.65%。