CrowdStrike strikes back as one of top software ideas in 2025: RBC

seekingalpha10-10

CrowdStrike (NASDAQ:CRWD) was named one of the top ideas for North American software in 2025, according to an in-depth report by RBC Capital. After CrowdStrike's share price plunged in mid-July ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2474746482?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2054515927/image_2054515927.jpg","is_english":true,"pubTime":"2024-10-10 21:06","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2474746482","market":"sg","top_or_hot":-1,"title":"CrowdStrike strikes back as one of top software ideas in 2025: RBC","media":"seekingalpha","content":"<div>\n<p>CrowdStrike (NASDAQ:CRWD) was named one of the top ideas for North American software in 2025, according to an in-depth report by RBC Capital. After CrowdStrike's share price plunged in mid-July ...</p>\n\n<a href=\"https://seekingalpha.com/news/4157544-crowdstrike-strikes-back-as-one-of-top-software-ideas-in-2025-rbc\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike strikes back as one of top software ideas in 2025: RBC</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike strikes back as one of top software ideas in 2025: RBC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4157544-crowdstrike-strikes-back-as-one-of-top-software-ideas-in-2025-rbc><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike (NASDAQ:CRWD) was named one of the top ideas for North American software in 2025, according to an in-depth report by RBC Capital. After CrowdStrike's share price plunged in mid-July ...</p>\n\n<a href=\"https://seekingalpha.com/news/4157544-crowdstrike-strikes-back-as-one-of-top-software-ideas-in-2025-rbc\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1674673691.USD","symbol_name":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","start_time":0,"source_url":"https://seekingalpha.com/news/4157544-crowdstrike-strikes-back-as-one-of-top-software-ideas-in-2025-rbc","article_id":"2474746482","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2054515927/image_2054515927.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2474746482","pubTimestamp":1728565570,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"CrowdStrike (NASDAQ:CRWD) was named one of the top ideas for North American software in 2025, according to an in-depth report by RBC Capital. After CrowdStrike's share price plunged in mid-July follow","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4097":"系统软件","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4560":"网络安全概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","GTLB":"GitLab, Inc.","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","VRNS":"Varonis Systems, Inc.","ADBE":"Adobe","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4528":"SaaS概念","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4023":"应用软件","CNSWF":"Constellation Software, Inc.","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0557290698.USD":"施罗德环球可持续增长基金","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","CWAN":"Clearwater Analytics Holdings, Inc.","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","VEEV":"Veeva Systems Inc.","BK4567":"ESG概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","GWRE":"Guidewire Software","BK4566":"资本集团","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0109392836.USD":"富兰克林科技股A","BK4588":"碎股","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","BK4551":"寇图资本持仓","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","DSGX":"笛卡尔物流系统集团","KXSCF":"Kinaxis, Inc."},"translate_title":"RBC：CrowdStrike反击成为2025年顶级软件创意之一","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VRNS":0.9,"ADBE":0.9,"KXSCF":0.9,"GWRE":0.9,"GTLB":0.9,"DSGX":0.9,"CWAN":0.9,"CRWD":0.9,"CNSWF":0.9,"VEEV":0.9},"content_text":"CrowdStrike (NASDAQ:CRWD) was named one of the top ideas for North American software in 2025, according to an in-depth report by RBC Capital. After CrowdStrike's share price plunged in mid-July following a widespread outage, the cybersecurity firm reevaluated some procedures, made some apologies, and staged a late summer rally that has continued into the fall. Shares have surged about 35% since early August. \"While CrowdStrike's recent outage dominated headlines and creates short-term noise, we believe the company will emerge from the outage as a stronger consolidation company, as we think FY/25 and FY/26 estimates are derisked while the path to $10B in ARR is achievable,\" said RBC analyst Matthew Hedberg. CrowdStrike was one of 11 software names RBC considers a top idea going into 2025. \"The key consideration was to identify ideas where we are comfortable that we won't get a 2025 estimate reduction, as well as having a catalyst path for upward estimate revisions against what is generally a consensus deceleration for CY/25 estimates,\" RBC noted. RBC also considers Adobe (NASDAQ:ADBE), Constellation Software (TSX:CSU:CA) and Veeva Systems (NYSE:VEEV) as top large cap software ideas. \"Consensus revenue growth estimates for CY/24 and CY/25 are +10.5% and +10.9%, respectively, while consensus expects digital media ARR growth to be 12.9% and 11.3%,\" said RBC analyst Matthew Swanson about Adobe. \"We believe both these sets of growth rates could be conservative as the GenAI benefit starts to solidify.\" Top mid-cap ideas The top mid-cap North American software ideas for 2025 include The Descartes Systems Group (NASDAQ:DSGX), GitLab (NASDAQ:GTLB) and Guidewire Software (NYSE:GWRE). \"We believe GitLab is well positioned to consolidate DevSecOps spending,\" Hedberg said. \"We are bullish on catalysts including the Premium price increase, Ultimate tier adoption, Duo adoption, GitLab Dedicated, and free-to-pay conversion.\" Top small-cap ideas The three small-cap top ideas identified by RBC include Clearwater Analytics (NYSE:CWAN), Kinaxis (TSX:KXS:CA) and Varonis Systems (NASDAQ:VRNS). \"We believe Varonis is in the early stages of penetrating a large and growing data security/governance market that includes fragmented competition,\" Hedberg said. \"Through a SaaS-first model, we believe Varonis has the opportunity to generate strong financial growth in CY/25 and beyond.\"","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474746482"}