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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加入多個分析師,稱CrowdStrike股票已經觸底
Benzinga ·  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)股價在一項全球性IT故障的衝擊下最近遭受重挫,但今天有所反彈。吉姆·克雷默認爲該股已找到底部,未來將上漲。

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的股價在過去一個月中下跌了32%以上,因爲一次失敗的更新導致了一次全球性故障,影響了全球各地的企業。

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

吉姆·克雷默於週一在CNBC的“Squawk On The Street”節目中預測,這種大規模拋售的趨勢已過。

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

克雷默說:“是的,我認爲這是底部。”

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,他預計SentinelOne Inc(NYSE:S)和Palo Alto Networks Inc(NASDAQ:PANW)的股票會有一個更大的上漲,而不是CrowdStrike。Cramer表示,市場正在告訴你這裏並不會有市場份額的大變化。

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."

上週,克雷默讚揚了CrowdStrike首席執行官喬治·庫爾茨對事件的回應,並暗示對CrowdStrike的售出將是短暫的。庫爾茨立即承認上週的故障是他的責任,解釋稱問題是“在單個內容更新中發現的缺陷”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."

克雷默當時說,他預計人們會在三個月內忘記這起安全事件,並回到CrowdStrike,因爲該公司擁有“令人難以置信的技術”。

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.

克雷默週一強調了最近的分析師評論,包括JPMorgan對該公司的高度讚揚,稱其爲“事件響應方面的一項傑出表現”,UBS的股價上漲呼籲以及摩根士丹利積極的全球經銷商數據。

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

他說,“有很多人都在呼籲底部,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.

儘管他承認,由於IT故障的重大影響,拋售可能是合理的,但他認爲庫爾茨已經很好地向人們展示了CrowdStrike是贏家而不是輸家。

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即將在8月底左右公佈第二季度的業績。據Benzinga Pro的估計,這家網絡安全公司預計將報告每股收益98美分和營業收入9587.95萬美元。

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

CRWD股價走勢:根據Benzinga Pro的數據,CrowdStrike的股價在發佈時上漲了3.02%,爲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•克萊默不到兩個月前讚揚了 CrowdStrike:“我認爲這個多米諾骨牌不會倒下。”

Photo: Shutterstock.

照片:shutterstock。

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