Simbolo: CRWD

CrowdStrike Holdings

Software Tecnologia Software infrastrutturale

Prezzo 185.22

Racc. Vendi Potenziale 35 Rischio 76 Aggiornato 2026-07-31

Sito ufficiale

Impatto della previsione

positivo

Target +24.2% raggiungimento target 80.5%

Reazione D5 -3.84% · D10 in sospeso fiducia mercato

Impatto Potenziale +3 · Rischio -1 valido fino a 2026-08-21

Traccia in portafoglio

Grafico prezzo

Raccomandazione AI Previsione analista Evento calendario Segnale positivo Segnale negativo Neutrale / aggiornamento Mantieni / informativo B Il mio acquisto S La mia vendita

Descrizione

Società e modello di business

CrowdStrike è un'azienda tecnologica di cybersecurity che si specializza nella protezione degli endpoint, nell'intelligence sulle minacce e nei servizi di risposta agli incidenti. I suoi prodotti principali includono la piattaforma Falcon, che utilizza l'intelligenza artificiale per rilevare e rispondere alle minacce informatiche. L'azienda genera principalmente entrate attraverso servizi basati su abbonamento, servendo una vasta gamma di settori tra cui sanità, finanza e governo. I suoi segmenti di business si concentrano su varie soluzioni di cybersecurity, migliorando la sua posizione di mercato nel panorama della sicurezza digitale in rapida evoluzione.

Profilo di investimento

Il profilo di investimento di CrowdStrike è più allineato con gli investitori orientati alla crescita, data la sua attenzione all'espansione delle offerte di cybersecurity e della quota di mercato. L'azienda ha dimostrato una crescita costante dei ricavi, anche se attualmente non distribuisce dividendi. Gli investitori potrebbero trovarla adatta per orizzonti di medio-lungo termine, considerando il suo potenziale in un settore ad alta domanda. La liquidità delle azioni è moderata, rendendole accessibili a una gamma di esperienze di investimento.

Categoria: Software Settore: Tecnologia Industria: Software infrastrutturale Stile di investimento: Crescita Orizzonte: Medio termine Tipo di società: Leader di mercato Esperienza: Base

Metriche fondamentali (sperimentale) Aggiornato: 2026-07-28

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: -0.05
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: 6.1%
Sorpresa EPS: 3.7%
Volatilità 20g: 3.5%

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
2026-07-03	Mantieni	Vendi	scenario_deterioration
2026-06-25	Compra	Mantieni	Weak momentum and high risk; hold for now.
2026-06-17	Mantieni	Compra	Strong revenue growth and positive analyst momentum.
2026-06-09	Compra	Mantieni	Weak momentum and high risk; hold for now.
2026-05-28	Mantieni	Compra	Strong growth, but negative EPS and high volatility.
2026-05-08	—	Mantieni	Strong recent performance, but fundamentals show weakness.
2026-05-08	Mantieni	Mantieni	Компания демонстрирует положительную динамику роста выручки и сильный импульс на рынке, несмотря на недавние колебания цен. Учитывая высокие темпы роста, стоит рассмотреть покупку акций.
2026-03-03	Vendi	Mantieni	Компания демонстрирует положительную динамику в краткосрочной перспективе, однако снижение на более длительных интервалах и отрицательный EPS указывают на высокие риски.
2026-02-23	Mantieni	Vendi	Компания демонстрирует значительное снижение цен на акции за последние месяцы, а отрицательный EPS указывает на финансовые трудности. Рекомендуется продавать, чтобы избежать дальнейших потерь.
2026-02-14	Vendi	Mantieni	Компания демонстрирует сильный рост выручки и положительную динамику в краткосрочной перспективе, однако негативная тенденция за последние 60 дней и отрицательный EPS вызывают опасения.
2026-02-06	Mantieni	Vendi	Акции CrowdStrike демонстрируют значительное снижение за последние месяцы, что указывает на высокую волатильность и неопределенность в компании. Отсутствие данных по EPS и выручке также вызывает опасения относительно фин

Previsioni analisti

Data	Analista	Action	Target	Prezzo allora
2026-07-27	Loop Capital Markets	Aggiorna	— → 230	180.11
2026-07-22	Argus Research	Target alzato	200 → 230	189.5
2026-07-21	Morgan Stanley	Target alzato	172 → 227	194.17
2026-07-17	Stifel Nicolaus	Target alzato	— → 230	203.76
2026-07-15	BTIG	Target alzato	— → 237	210.73
2026-07-14	Rosenblatt Securities	Target abbassato	825 → 206	187.91
2026-07-07	UBS	Target alzato	198 → 235	193.01
2026-07-02	Barclays	Target abbassato	— → 169	194.1501
2026-06-29	Arete Research	Rating peggiorato	— → 730	701.09
2026-06-05	Berenberg Bank	Aggiorna	— → 720	719.09
2026-06-04	D.A. Davidson	Target alzato	455 → 765	695.4627
2026-06-04	Needham	Target alzato	475 → 780	696.19098
2026-06-04	Wedbush	Target alzato	700 → 720	698.57
2026-06-04	UBS	Target alzato	525 → 790	699.38
2026-06-04	RBC Capital	Target alzato	— → 755	747.61
2026-06-04	BMO Capital	Target alzato	685 → 745	747.61
2026-06-04	Robert W. Baird	Target alzato	490 → 520	747.61
2026-06-04	Susquehanna	Target alzato	475 → 800	747.61
2026-06-04	Cantor Fitzgerald	Target alzato	700 → 725	747.61
2026-06-04	Scotiabank	Target alzato	— → 805	747.61
2026-05-29	Jefferies	Target alzato	— → 775	671
2026-05-27	Wedbush	Target alzato	550 → 700	645.61
2026-05-27	Oppenheimer	Target alzato	500 → 750	671.55
2026-05-20	Morgan Stanley	Target alzato	510 → 610	627.885
2026-05-20	Cantor Fitzgerald	Target alzato	550 → 700	616.88
2026-05-20	Stifel Nicolaus	Target alzato	480 → 660	616.88
2026-05-19	Truist Financial	Target alzato	550 → 650	618.83
2026-05-19	Barclays	Target alzato	550 → 650	618.83
2026-05-18	KeyBanc	Target alzato	525 → 700	594.08
2026-05-15	RBC Capital	Target alzato	550 → 650	580.82
2026-05-14	BTIG	Target alzato	499 → 621	562.57

Notizie Pagina 3 di 3

Concerns Over Iran Conflict Weigh on Asian Markets and U.S. Stock Futures

06/03/2026, 07:30 PM review finance CrowdStrike Holdings SpaceX Broadcom

Recent comments from Israeli Prime Minister Benjamin Netanyahu regarding potential military action against Iran have caused oil prices to rise and stock futures to decline, reflecting investor concerns over escalating tensions in the Middle East.

Analysts maintain hold rating on CrowdStrike (CRWD) while raising price target to $750 after strong quarterly results

06/03/2026, 06:30 PM economy rating_growth Analysts: analysts ai software CrowdStrike Holdings

CrowdStrike's recent quarterly results exceeded expectations, but the stock fell over 11% following the announcement, reflecting profit-taking by investors. Despite this short-term reaction, the company's strong performance and positive outlook signal robust growth potential in the cybersecurity sector driven by AI adoption.

CrowdStrike (CRWD) Reports Q1 Earnings Beat but Shares Drop 10% Amid AI Growth

06/03/2026, 02:31 PM economy stock_drop ai software CrowdStrike Holdings

CrowdStrike's fiscal first-quarter earnings exceeded Wall Street expectations, yet its stock dropped 10% post-report, highlighting investor concerns despite strong revenue growth and positive forecasts.

Stocks Decline After Hours: Broadcom (AVGO) Misses Revenue Expectations, CrowdStrike (CRWD) Issues Weak Guidance, and PVH (PVH) Shares Plunge Over 20%

06/03/2026, 02:31 PM business review CrowdStrike Holdings PVH Broadcom

Broadcom, Five Below, Petco, CrowdStrike, and PVH all experienced significant stock movements after reporting earnings, reflecting investor reactions to revenue misses and guidance updates.

Historic S&P 500 Rally Faces Critical Earnings Reports from Broadcom (AVGO) and Crowdstrike (CRWD)

06/03/2026, 12:31 PM business review tech software CrowdStrike Holdings Broadcom

The upcoming earnings reports from Broadcom and Crowdstrike are critical as the S&P 500 experiences a significant rally, potentially influencing market direction.

Jim Cramer shares his insights on CrowdStrike (CRWD) and Broadcom (AVGO) ahead of earnings reports

06/03/2026, 10:31 AM economy review CrowdStrike Holdings Broadcom

Jim Cramer shared his insights on CrowdStrike and Broadcom as both companies prepare to release their earnings reports, highlighting the potential market reactions and investor considerations.

Software Stocks Surge Back, Led by Cybersecurity ETFs Amid AI Demand

06/02/2026, 04:33 AM investing review software ai CrowdStrike Holdings iShares Expanded Tech-Software ETF Palo Alto Networks

Software stocks are rebounding significantly, recovering from a previous downturn and marking a positive year-to-date performance for the iShares Expanded Tech-Software Sector ETF (IGV). This resurgence is particularly driven by strong gains in cybersecurity stocks, which may indicate increased demand linked to artificial intelligence advancements.

Jim Cramer Highlights Nvidia as a Key Beneficiary of Dell Technologies' Strong Quarter

05/29/2026, 09:32 AM economy review ai software Costco CrowdStrike Holdings Nvidia Dell Technologies Palo Alto Networks

Costco's stock dropped 4.5% due to disappointing membership growth, while Dell Technologies saw a 30% surge following strong earnings driven by AI demand, highlighting Nvidia's potential as a key investment.

Top and Bottom Performing Stocks in Recent Market Surge: Arm Leads with 97.9% Gain

05/27/2026, 08:34 AM economy review software semiconductors Meta Platforms CrowdStrike Holdings Capital One Home Depot Palo Alto Networks

The recent performance of the S&P 500 and Nasdaq has been strong, with significant gains in many stocks, particularly in the tech and cybersecurity sectors, highlighting a favorable market environment for investors.