Defence refers to the military activities undertaken by the US for the security and unity and against the invasion. The Defence concept includes major US-listed companies in the US defence national strategic high-tech industry chain.
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Textron Analyst Ratings
Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 07/19/2024 13.18% TD Cowen $100 → $103 Maintains Buy 04/26/2024 15.38% Susquehanna $110 → $105 Maintains
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Ken Griffin Charity : Crowdstrike is not in any way a cyber warfare company. There is nothing in their line of products that can even be remotely categorised with Raytheon or Lockheed
MomentumPython1337 Ken Griffin Charity: it's crazy what people can come up with these days.
bright Auroch_6129OP Ken Griffin Charity: The money is always there for any company to develop something that suit the needs of the military. These industrial complex companies only produce a physical product. Few company has only been developing products in cyberspace.
Ken Griffin Charity bright Auroch_6129OP: You can say this about any cybersecurity company: Symantec, McAfee etc. These companies are significantly more mature than Crowdstrike, and they have never ventured into cyber warfare.
When you understand the technicalities involved with cyber warfare, you would understand that it is a completely different industry than cybersecurity.
How many cyber warfare companies can you even think of? Palantir? And even Palantir doesn’t work on cybersecurity.
Cyber warfare tools are almost exclusively developed by governments or state sponsored actors because it involves a very specialised form of R&D that would typically be illegal for most private companies to be working on.
MomentumPython1337 Ken Griffin Charity: they already have pentagon and a gazillion of defense research labs in the US to work on this stuff. and probably some of the defense companies like lockheed martin and so on might have R&D programs too. i agree with you that I don't see cybersec companies like CRWD taking on military ventures. i think CRWD is a done deal to be honest