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CrowdStrike Holdings, Inc. (CRWD)

Zitat:CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.




Zitat:Cybersecurity and cloud networking stocks are the ones to watch for 2024, says Barclays

Top picks: CrowdStrike, Gen Digital, and Arista Networks.

Seana Smith·Anchor
Sun, December 17, 2023 at 5:20 PM GMT+1

The technology sector is set to outperform again in 2024, with cybersecurity and cloud networking stocks among those best positioned, according to Barclays.

A major catalyst: artificial intelligence.

But it’s not necessarily a rinse-and-repeat for Wall Street. Investors should look beyond chipmakers like Nvidia (NVDA) to some of the tech industry’s lesser-known plays, and here's why: Year two of the generative AI boom will likely serve as a reality check for the industry as companies focus on expanding use cases and mitigating risk.

“It will be about using AI in different ways,” Barclays senior technology hardware and networking analyst Tim Long told me at the Barclays Global Technology conference last week. “We have yet to really see the rest of the build-out.”.............

https://finance.yahoo.com/news/cybersecu...18459.html
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Zitat:Top picks: CrowdStrike, Gen Digital, and Arista Networks.
als einzige der genannten Tipps sind Crowdstrike nicht im S&P500, man sollte sagen "noch nicht" Wink wenn es zur Aufnahme kommen sollte, dann könnte das noch einen Extra-Schub geben. Die Performance der Aktie in Relation zum S&P500
[attachment=14140]

Quelle: https://www.trefis.com/data/companies/CR...-500-Ratio
Rechenmethode gibt die Outperformance gut wieder: Closing price of CrowdStrike divided by S&P 500 closing value scaled down by a factor of 100. Gestern 260/(4741*0,01)=5,5
CrowdStrike - 5 Year Stock Price History | CRWD
https://www.macrotrends.net/stocks/chart...ce-history
Zitat:CrowdStrike – Die Aktien stiegen um mehr als 23 %, nachdem die Gewinne des Cybersicherheitsunternehmens im vierten Quartal die Schätzungen übertrafen. Der Umsatz des Unternehmens in Höhe von 845 Millionen US-Dollar lag ebenfalls über den geschätzten 839 Millionen US-Dollar. Darüber hinaus bekräftigte das Management das Ziel eines jährlichen wiederkehrenden Umsatzes von 10 Milliarden US-Dollar bis 2030.

https://www.cnbc.com/2024/03/05/stock-ma...dates.html