CrowdStrike Shares Are Trading Lower Wednesday: What's Going On?
CrowdStrike Shares Are Trading Lower Wednesday: What's Going On?
CrowdStrike Holdings Inc. (NASDAQ:CRWD) shares are falling Wednesday following the release of the company's third-quarter financial results and analyst changes.
CrowdStrike控股公司（納斯達克：CRWD）股價週三下跌，原因是公司公佈第三季度業績和分析師變動。
What To Know: CrowdStrike reported third-quarter revenue of $1.01 billion, beating the consensus estimate of $982.36 million and reflecting a 29% year-over-year increase. Adjusted earnings per share came in at 93 cents, beating the estimate of 81 cents.
重點了解：CrowdStrike報告第三季度營業收入爲10.1億美元，超過98236萬美元的共識估值，同比增長29%。調整後的每股收益爲93美分，超過81美分的估值。
The company's annual recurring revenue grew 27% year-over-year to $4.02 billion, with $153 million added in net new ARR during the quarter.
該公司的年度循環營收同比增長27%，達到40.2億美元，季度內新增15300萬美元的淨新增循環營收。
Outlook: CrowdStrike issued guidance for the fourth quarter, projecting revenue between $1.029 billion and $1.035 billion, roughly in line with the consensus estimate of $1.03 billion. Adjusted earnings per share are expected to be between 84 cents and 86 cents, matching the 86 cents consensus estimate.
展望：CrowdStrike發佈了第四季度的指引，預計營收介於10.29億美元和10.35億美元之間，大致符合10.3億美元的共識估值。調整後的每股收益預計在84美分到86美分之間，與86美分的共識估值相匹配。
Guidance was roughly in-line with consensus estimates. For fiscal year 2025, CrowdStrike sees revenue in the range of $3.923 billion to $3.931 billion, slightly above estimates of $3.897 billion and sees adjusted EPS guidance to $3.74 to $3.76, above the $3.63 consensus.
指導大致符合共識估值。至2025財年，CrowdStrike預計營收在39.23億美元至39.31億美元之間，略高於38.97億美元的估值，調整後的每股收益指引爲3.74至3.76美元，高於3.63美元的共識。
CEO George Kurtz emphasized the company's customer retention rate of over 97% and highlighted CrowdStrike's success in expanding relationships with clients impacted by a global IT outage earlier in the year.
首席執行官George Kurtz強調了公司超過97%的客戶保留率，並強調了CrowdStrike在全球信息技術中斷事件中成功擴大與客戶的關係。
Analyst Reactions:
分析師反應：
HSBC downgraded the stock from Buy to Hold and set a price target of $347 following the report. Other analysts reactions to the report are as follows:
匯豐銀行將該股票評級從買入下調至持有，並設定了347美元的價格目標。其他分析師對報告的反應如下：
- Needham: Maintained Buy rating and raised price target from $360 to $420.
- Rosenblatt: Maintained Buy rating with a price target of $385.
- Baird: Maintained Outperform rating and raised price target from $375 to $390.
- WestPark Capital: Reiterated Hold rating.
- B of A Securities: Maintained Buy rating and raised price target from $365 to $400.
- Susquehanna: Maintained Positive rating and raised price target from $310 to $400.
- BMO Capital: Maintained Outperform rating and raised price target from $315 to $380.
- Citigroup: Maintained Buy rating and raised price target from $300 to $400.
- Oppenheimer: Maintained Outperform rating and raised price target from $365 to $410.
- Piper Sandler: Maintained Overweight rating and raised price target from $290 to $375.
- RBC Capital: Maintained Outperform rating and lowered price target from $370 to $365.
- Wells Fargo: Maintained Overweight rating and raised price target from $350 to $400.
- Needham：維持買入評級，並將價格目標從$ 360上調至$ 420。
- Rosenblatt：維持買入評級，目標價$ 385。
- Baird：維持跑贏大盤評級，並將價格目標從$ 375上調至$ 390。
- WestPark Capital：重申持有評級。
- 美銀證券：維持買入評級，並將價格目標從$ 365上調至$ 400。
- Susquehanna：維持積極評級，並將價格目標從$ 310上調至$ 400。
- BMO Capital：維持跑贏大盤評級，並將價格目標從$ 315上調至$ 380。
- 花旗集團：維持買入評級，並將價格目標從$ 300上調至$ 400。
- Oppenheimer：維持跑贏市場評級，將價格目標從365美元上調至410美元。
- 派傑投資：保持增持評級，將價格目標從290美元上調至375美元。
- RBC Capital：維持跑贏市場評級，將價格目標從370美元下調至365美元。
- 富國銀行：保持增持評級，將價格目標從350美元上調至400美元。
CRWD Price Action: CrowdStrike shares were down 6.18% at $341.80 at the time of writing, according to Benzinga Pro.
CrowdStrike價格走勢：根據Benzinga Pro，截至撰寫時點，crowdstrike股價下跌6.18%，報341.80美元。
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