尽管人们担心利能力,CrowdStrike在2025年第二季度的利预测超过了2026年的预测,并且看到强的股票需求.
CrowdStrike beat earnings estimates in Q2 2025, raised 2026 guidance, and saw strong stock demand despite profitability concerns.
Crowdstrike报告说, 2025年8月27日, Q2收入强劲, EPS为0.93 EPS, 超过估计10美元, 收入为11.7亿美元, 逐年增加21.4%。
CrowdStrike reported strong Q2 earnings on August 27, 2025, with $0.93 EPS, exceeding estimates by $0.10, and $1.17 billion in revenue, a 21.4% year-over-year increase.
该公司将其2026年财政指导提高到3.60至3.72美元,每股3.60至3.72美元,并预计2026年Q3 EPS为0.93至0.95美元。
The company raised its fiscal 2026 guidance to $3.60–$3.72 per share and expects Q3 2026 EPS of $0.93–$0.95.
尽管利润指数为负数,但9月18日股票交易额为502.63美元,市场上限为1 261.4亿美元。
Despite negative profitability metrics, the stock traded at $502.63 on September 18, with a market cap of $126.14 billion.
分析师维持“机动购买”共识评级,平均价格目标为471.23美元。
Analysts maintain a "Moderate Buy" consensus rating with a $471.23 average price target.
摩根斯坦利(Morgan Stanley)、罗森布拉特证券公司(Rosenblatt Security)等也提出了目标,指出增长和对其云基网络安全平台的强烈需求。
Morgan Stanley, Rosenblatt Securities, and others raised their targets, citing growth and strong demand for its cloud-based cybersecurity platform.
机构投资者持有71.16%的股份,内部人士集体拥有3.32%的股份,尽管最近近90天内部人士销售总额达6 734万美元。
Institutional investors hold 71.16% of shares, and insiders collectively own 3.32%, though recent insider sales totaled $67.34 million in the past 90 days.