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財富的執行副總裁Malcolm Ethridge在CNBC的《全球交流》節目中表達了他對CrowdStrike Holdings Inc.（納斯達克股票代碼：CRWD）的看好態度。
What Happened: Ethridge suggested that the current situation presents a buying opportunity for investors.
發生了什麼事：Ethridge表示，當前的情況爲投資者提供了購買機會。
"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."
「當我們相信最壞的消息已經出現時，就是購買Crowdstrike的時候。如果你喜歡350美元的價格，那麼你一定會喜歡250美元的價格。」
"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 $250," says @MalcolmOnMoney to @FrankCNBC pic.twitter.com/8ioIDO0l2S
— Worldwide Exchange (@CNBCWEX) August 9, 2024
「當我們相信最壞的消息已經出現時，就是購買$CRWD的時候。如果你喜歡350美元的價格，那麼你一定會喜歡250美元的價格。」@MalcolmOnMoney對@FrankCNBC說。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最近面臨全球網絡宕機的法律訴訟，該宕機影響了上個月的航空旅行。這家網絡安全公司被指控在測試和部署其軟件時存在疏忽，導致宕機。
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).
這次宕機導致了重大的運營中斷，包括在五天內取消了約7000個航班，給Delta Air Lines Inc.（紐約證券交易所股票代碼：DAL）9月份季度直接財務業績帶來了3,800萬美元的影響。
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引起的這次宕機對全球產生了重大影響。CEO喬治·柯茨已被美國國會委員會傳喚出席關於全球技術宕機的聽證會。Microsoft透露，故障更新全球Windows用戶僅受到不到1%的影響，約爲850萬臺電腦。
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.
儘管面臨訴訟和運營中斷，一些分析師仍然看好CrowdStrike的長期增長潛力。Piper Sandler的分析師Rob D. Owens最近將CrowdStrike的評級從中立升級爲超配，認爲公司在終端領域的韌性和主導地位是關鍵增長動力。
Price Action: Crowdstrike was trading 1.65% higher during pre-market on Friday, according to Benzinga Pro.
據Benzinga Pro報道，Crowdstrike在週五盤前交易中上漲了1.65%。