(Content Unit: Companyverview | Nasdaq: Crwd
Croldstrike Holding Inc. Nasdak: CRWD The shares continue to decrease before profits. Since reaching the highest level ever in early June, the stock decreased about 19 %, which puts it almost in the correction area. This adds a small drama to the profits of the next company on August 27.
However, the sale was organized, which hints to the fact that the sale is driven by profit with an arrow that many investors consider exaggerated, even for a red sector such as cybersecurity.
It is also important to note that the arrow is also part of a general sale in the company’s non -technology shares. This means that investors may have to search for other ways to determine when or if it is to purchase CRWD shares. One way may be a look at the company’s expansion on the Falcon platform to include identity protection.
Stop violations in the source
The expansion of Crowdstrike in ID protection is a strategic step that places the company for growth outside the security point of the basic point. This includes the security of the next generation. The company launched this service in June 2024 to target one of the fastest areas of cybersecurity: protecting and reaching user accreditation data. Analysts say this is the cause of the majority of violations today.
In the latest profit offer, Crowdstrike expected a total of $ 10 billion of equipment to protect identity. However, like other cyber security companies, they do not provide a detailed outbreak of revenue for this sector.
Instead, Croldstrike focuses on standards such as the annual ARR growth (ARR) and the adoption of the platform, indicating the extent of the wider Falcon platform with customers. Early adoption of identity features is indirectly reflected through customers who use multiple Falcon units instead of the number of employees specified for identity adoption.
For investors, the main meals are that identity security is still in early adoption and is a gradual growth lever. The product enhances the total platform of the company, enhances adhesion, and creates opportunities for sale across existing customers.
Even if the revenues from the protection of identity are modest in the short term, successful adoption may be provided with the expansion of ARR in the long run and help maintain the Crowdstrike path as a leader of cybersecurity.
What investors should see
Croldstrike stocks today
460.81 dollars
9.57 % upModerate purchase
Based on 46 analyst classification
| The current price | 420.55 dollars |
|---|---|
| High expectations | 555.00 dollars |
| Average expectations | 460.81 dollars |
| Low expectations | $ 275.00 |
Expected details of shares
As the second quarter profit approaches, investors will search for indications that the growth of Croldstrike is still intact despite the weakness of the last shares. Many major indicators can provide insight into customer dependence and a wider platform strength.
Arr growth: The repeated annual Crowdstrike revenue is the main measure of the measurement of the subscription, including the absorption of new units such as ID protection. In its latest profit report, the company published strong 22 % growth on an annual basis (YOY) At the end of ARR. However, a 8 % decrease on an annual basis in a new net arr.
The continuous or accelerating growth of ARR will indicate that the platform continues to echo customers and that mutual efforts in selling pay their fruits.
Unit approval trends: While the numbers for identity were not revealed, the increasing number of Multi -unit customers He is a strong agent for adoption and hung the platform.
In the company’s last profit report, I mentioned:
- 48 % of customers use six units or more
- 32 % of customers use seven or more units
- 22 % of customers use eight units or more
Management suspension on customer traction: Any anecdotal guide or case studies on adopting the security of Falcon can provide the color on the path of growth, even if the numbers are not yet material.
How low CRWD shares?
Croldstrike shares have fell usefully from their highest summer levels near $ 520, and are now trading about $ 415, less than 50 -day moving average of $ 467. Indicators of momentum confirm weakness: negative MACD, and the relative strength index shows near 33 that the stocks are approaching the sale area.
This mixture indicates that the arrow may be due to short -term wearing if buyers enter, but the near -range trend remains a decline. Investors should see $ 410 as an important and mobile support level for 50 days as a major resistance point.
With the appearance of profits, it can be a positive surprise on the growth of AR or the adoption of the stimulating platform. However, Miss or even cautious instructions can witness that the stock test can be deeper in the range of $ 380 – 390.
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