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CrowdStrike Holdings, Inc.CrowdStrike Holdings, Inc.CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc.

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CRWD trade ideas

Crowdstrike pushing towards all time highs!Crowdstrike has been in a strong upward trend since the beginning of 2023. Pullbacks were generally short-lived, and the trend accelerated early this year. CRWD reached its ATH in March, surpassing the 300 mark it reached in 2021. A significant consolidation occurred after that, but it seems like the bulls have garnered sufficient strength to test 360 again, after failing to breach the level 2 weeks ago, and maybe push the stock to new highs. The stock's 7% jump after beating the Q1 earnings estimate proved to be a perfect launchpad for this, CRWD is now trading above the 50, 100 & 200 SMA again. Should the 360 mark be broken, traders can start looking up to the 400$ mark. Fundamentally speaking, the threat of novel cybersecurity attacks is unfortunately not going to go away. Black hats are developing smarter-than-ever malware. To the eyes of many, Crowdstrike's AI-boosted cloud-based cybersec solutions offer powerful counters to those threats, so it is probably unlikely that Crowdstrike will see a sharp drop in demand in the near future as companies and their IT-teams are still catching up. According to the IDC (International Data Corporation) GenAI (Generative AI) in the cybersecurity market is growing at a CAGR of 23.6% and projects that it will reach a $46.3 billion market value by 2027. Stay safe out there and trade responsibly!
NASDAQ:CRWDLong
by WHSelfInvest
6/4/24 - $crwd - the bar is too high; need a better setup 4 long6/4/24 - vrockstar - NASDAQ:CRWD - going to recycle a lot of the same logic i employed before i started publishing from late april. stock is in the same place. the issue really is a factor one since we've seen most of the other cyber and B2B report good #s and stocks struggle. even NASDAQ:ZS , one of my top picks good #s, good guide, half the multiple of NASDAQ:CRWD and dumped from the open. conclusion: be careful here fam. it will be hard to buy a breakout in this tape, esp in such an important macro week (*cough* friday jobs) and where the upside is probably 10% (which you'd take off the table immediately) and the downside is 10-25% all else equal. I'd guess the result is great and the reaction blows. that's my pt. i'm not bearish the name; i'd own it. but just not here, not now. -- repost my private comment: 4/26/24 - vrockstar - simply too expansive for 70x PE and 30-40% EPS cagr at most. 1.5% FCF fwd yield if i give credit for 1.5 bn on an EV of 70 ish is again probably "worth" the price assuming they can keep the momentum but this just seems like a steep ask in the current tap esp after the last print got sold hard and the stock has struggled to make new highs. would defn b a high quality LT pickup but need something of a discount here so setting the first level to re-address a take-look at slightly above 250. keep in mind fwd sales multiple here is probably still 12-13x which is super rich but could justify. have hard time paying 17x like today
NASDAQ:CRWDShort
by VROCKSTAR
CrowdStrike (CRWD) Analysis Market Leadership: CrowdStrike NASDAQ:CRWD , a global cybersecurity leader, is experiencing increased spending from existing clients, with 64% of customers using five or more cloud modules as of January 31, 2024. This customer loyalty drives CrowdStrike toward its target adjusted subscription gross margin of 82% to 85%. Investor Confidence: Prominent investors, including Ken Griffin of Citadel Advisors and Israel Englander of Millennium, are accumulating positions in CRWD, indicating strong confidence in its future prospects. Advanced Technology: CrowdStrike's Falcon platform, a cloud-native solution utilizing AI and machine learning, oversees trillions of events weekly. This advanced technology has boosted retention rates from below 94% to a steady 98% over seven years, showcasing high customer trust. Leadership Insight: CEO George Kurtz emphasizes the company's appeal: "Customers favor our single platform approach. CrowdStrike is cybersecurity's consolidator of choice, innovator of choice, and platform of choice to stop breaches." Investment Outlook: Bullish Outlook: We are bullish on CRWD above the $295.00-$300.00 range. Upside Potential: With a target set at $485.00-$490.00, key drivers include increasing customer spending, advanced technology adoption, and strong investor confidence. 📊🛡️ Monitor CrowdStrike for promising investment opportunities! #CRWD #Cybersecurity 📈🔍
NASDAQ:CRWDLong
by Richtv_official
Study of Dark Pool Buy Zones: CRWDNASDAQ:CRWD reports out of season, June 4th. When outlined to eliminate the extreme price action, there is a clear sideways trend. This is a Dark Pool Buy Zone. When the stock moves outside of that zone, it recovers quickly back into the zone. The huge Black candle was a gap up by HFTs on the last earnings report, followed by pros taking profits. Along with a lack of accumulation at that level, the stock whipsawed back down. The black candles thereafter were smaller funds selling on each bounce. Notice the tiny white candles that follow the black candles (see the orange arrows), patterns that reveal controlled, incremental buying against the selling. This is a longer sideways trend with stronger support and more definition of the buy zone despite heavy interference from small funds selling in the past couple of months.
NASDAQ:CRWD
by MarthaStokesCMT-TechniTrader
CRWD - a simple base for the simple mindCRWD is forming what is best described as a simple base as coined by Patrick Walker. For it to be completed a smaller cup must be formed on the right hand side around current levels. Completion of such base must be verified by an increase in volume. I believe this is to be seen over the coming weeks. The stock received favourable notice today when JPM reaffirmed its $400 price target while the positioning is to the bearish side with 68% of option positions are that way, as reported by Benzinga: www.benzinga.com this would put any upward pressure in the price into overspeed as investors cover. Taking note of the thematic play of stock such as CRWD, I am in no rush to enter right now, but do acknowledge that I have the tide with me should prove break out from here. This is a technical play, driven by the trend and supported by fundamentals. Your SL and PT(s) should be your own.
NASDAQ:CRWDLong
by MrLowStep
(CRWD) Technical and Contextual Analysis:echnical Overview: CrowdStrike's stock chart presents a technically ambiguous picture at a crucial junction. The price action is nestled between the Exponential Moving Averages (EMA) at 50, 100, and 200 days, signaling a critical balancing point for bullish or bearish sentiment. The 50-day EMA (316.31) above the current price suggests a short-term downward pressure, while the 200-day EMA (310.51) below supports the price, indicating potential resilience in the medium term. The Bollinger Bands show a narrowing channel, a precursor to potential volatility. The Ichimoku Cloud, another volatility indicator, remains inconclusive, with the price action hinging around the Cloud, providing no clear trend direction. The RSI, positioned neutrally around 42.74, affords room for both upward and downward movements, reflecting the market’s indecision. The MACD’s histogram appears to flatten, hinting at a possible attenuation in the current bearish momentum. The On-Balance Volume (OBV) remains on a steady uptrend, contrasting with the price, which could suggest underlying strength and potential for an upward breakout. Market Context: Coupled with the recent surge in share price amidst an earnings season bearing fruit for tech giants, CrowdStrike shows strong year-to-date performance. The optimism is bolstered by anticipations of rate cuts from the Federal Reserve, possibly fostering a more favorable business environment, particularly for AI-focused companies. News and Sentiment Integration: The company has outperformed with a recent report showing Non-GAAP EPS of $0.82, surpassing expectations by $0.08, and revenue of $786M beating estimates. Despite this, forecasts have been weaker than expected, not significantly dampening analyst outlooks, which remain upbeat about CrowdStrike's coming quarters. An analyst upgrade from Morgan Stanley and positive sentiments toward the company’s positioning in the cybersecurity market after a year marked by an increase in cyberattacks lend additional support to the bullish case. Price Targets and Speculation: Considering the technical setup and integrating market sentiment, should the price maintain above the 200-day EMA and break past the 50-day EMA, an aggressive target at previous highs near $365 is conceivable. Conversely, slipping below the significant Fibonacci support level at 287.08 could signal bearish undertones, with further downside potential. Conclusion: CrowdStrike stands at a critical technical juncture, with the potential for significant moves ahead, backed by a solid fundamental narrative. The stock warrants close observation for a break from its current consolidation pattern, which could determine the direction of the next major price swing. Investors should weigh technical signals with market news, analyst commentary, and broader sector trends to navigate the landscape for CRWD.
NASDAQ:CRWD
by AxiomEx
3
CrowdStrike (CRWD) - EPS Guidance RaisedCrowdStrike reported earnings last night. Revenue were in line with Factset expectation but Earnings came in higher than expected. Revenue Y/Y grew around 33%. Annual Recurring Revenue growth increased 34%. Net new ARR growth accelerates to 27% year-over-year and reaches a record $282 million Earnings for 1Q were raised. Stops would be below 320 and expecting this to have huge volume and momentum in the coming days. According to senior management, there has been customers moving over from other competitors to CrowdStrike. Goodluck!
NASDAQ:CRWDLong
by Kemsdale
Dell Technologies and CrowdStrike Forge Strategic AllianceDell Technologies (NYSE: NYSE:DELL ) and CrowdStrike (Nasdaq: NASDAQ:CRWD ) have joined forces to fortify cyber defenses against the escalating threat landscape. Their expanded strategic partnership aims to deliver Dell's Managed Detection and Response (MDR) services alongside CrowdStrike's AI-native Falcon® XDR platform. This collaboration represents a pivotal step in empowering organizations to combat increasingly sophisticated cyberattacks with holistic and intuitive security solutions. Rising Cyber Threats and Complexities: The backdrop of the 2024 CrowdStrike ( NASDAQ:CRWD ) Global Threat Report paints a stark reality – cyberattacks are evolving at an unprecedented pace, characterized by speed, sophistication, and stealthiness. Against this backdrop, organizations grapple with the widening cybersecurity skills gap, compelling the need for scalable and proactive security measures. The Dell-CrowdStrike ( NASDAQ:CRWD ) alliance addresses these challenges head-on, offering customers a comprehensive defense strategy that mitigates complexity and enhances resilience across multi-cloud and multi-vendor environments. Empowering Customers with Choice and Flexibility: Mihir Maniar, VP of infrastructure, edge, and security services portfolio at Dell Technologies, emphasizes the importance of collaboration with industry leaders like CrowdStrike ( NASDAQ:CRWD ) in navigating the fragmented security landscape. Recognizing the imperative for scalable and outcome-based security solutions, the alliance leverages Dell's global security operations expertise and proactive threat hunting capabilities alongside CrowdStrike's Falcon platform to empower customers in thwarting cyber threats effectively. Driving Security Excellence and Cost Efficiency: Daniel Bernard, Chief Business Officer at CrowdStrike, underscores the strategic significance of expanding the alliance with Dell to deliver industry-leading protection to a broader customer base. By consolidating point products and reducing costs, the collaboration aims to provide customers – from large enterprises to mid-market organizations and SMBs – with best-in-class security outcomes. Together, Dell and CrowdStrike ( NASDAQ:CRWD ) are committed to stopping breaches, streamlining security operations, and driving down costs to enhance overall cyber resilience. Accessible and Scalable Solutions: The availability of Dell Managed Detection and Response powered by CrowdStrike ( NASDAQ:CRWD ) Falcon XDR Platform underscores a commitment to accessibility and scalability. This solution is poised to empower global customers with direct access and channel partner support, ensuring that organizations of all sizes can leverage advanced security capabilities to safeguard their digital assets effectively. Conclusion: In conclusion, the strategic alliance between Dell Technologies and CrowdStrike ( NASDAQ:CRWD ) marks a significant milestone in the ongoing battle against cyber threats. By combining Dell's MDR services with CrowdStrike's Falcon platform, the partnership delivers a compelling proposition for organizations seeking robust and proactive security solutions. As cyber threats continue to evolve, this collaboration underscores a shared commitment to innovation, excellence, and customer-centricity in the cybersecurity landscape.
NASDAQ:CRWD
by DEXWireNews