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丰业银行在最新现场检查后升级，CrowdStrike成为焦点
2025-09-25 20:55
- CrowdStrike (NASDAQ:CRWD) was in the spotlight on Thursday as Scotiabank upgraded the cybersecurity after doing some recent field checks.
- Shares fell 0.4% in premarket trading.
- “Our latest checks unveil that CrowdStrike is more competitively entrenched than ever in core endpoint security, and we expect the company to chip away at the remaining [greater than] 50% market share,” Scotiabank analyst Patrick Colville wrote in a note to clients. “We find an accelerating customer desire to consolidate security stacks, with CrowdStrike’s platform messaging more attractive now than ever. Recent announcements in next-gen SIEM/SOC and in securing agentic-AI, should keep the multi-product flywheel spinning. CrowdStrike was on the front foot at ensuring customer retention in 2024/25 through its CCP program and aggressive normal course of business discounting. In our fieldwork, this software has been generally deployed, and as contracts are refreshed we expect a big kicker to growth.”
- Colville raised his rating on CrowdStrike to Sector Outperform from Sector Perform and raised his price target to $600 from $440.
More on CrowdStrike
- CrowdStrike: The Future Looks Bright, But The Stock Already Knows It
- CrowdStrike's Higher Multiple Is Justified, But SentinelOne Is The Better Investment
- CrowdStrike Tops $1 Billion In Subscription Revenues: Here Is Why I Still See Upside
- Weekly technology check: Intel surges on Nvidia deal, while Broadcom struggles
- CrowdStrike surges following Fal.Con 2025 event; Truist ups ARR estimates
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