CrowdStrike Collapse: Buy, Sell, Or Hold?

Seeking Alpha07-21

CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...

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Comment（6）

ZigmaDelta
·07-22
Next one month or more may be unstable, if you can hold on then hold for long term perspective. Buyers can buy from 290$-300$
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1
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SYB0303
·07-21
Stay away from the stock now as more repercussions are coming.
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5
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CaseyLKC
·07-21
Ok
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4
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StreetCat
·07-21
In first world countries companies who have caused outages are heavily fined due to their incompetence. This is not a national issue but their mistake is on a global level. If mircrosoft is not going to give free services crowdstrike is going to get it for sure.
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3
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Boybabyrage
·07-21
You sell, I buy :)
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3
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setia100
·07-21
This article is only looking at the pass records n too optimistic on CRWD. CRWD may face lawsuits from affected parties for damages ❗I guess MSFT could be derisking in the future from using CRWD. So, wait for the dust to settle 🤓
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href=https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade\">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":"LU1551013425.SGD","symbol_name":"Allianz Income and Growth Cl AMg2 DIS 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experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.I argue why the market has turned too pessimistic on CRWD's thesis, presenting a golden buying opportunity for investors.Nathan Howard/Getty Images NewsCrowdStrike: Botched Content Update Led To Global IT MayhemWhat a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19's global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock's expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week's bear market has taken us much closer to that level, reigniting my interest in the stock.CrowdStrike: Consolidation Strategy Likely AffectedCrowdStrike drives consolidation through Falcon (CrowdStrike filings)Yesterday's outage has likely thrown CrowdStrike's growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader's land-and-expand motion and spurred market share gains in other growth vectors.In CrowdStrike's Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated \"deals with eight plus modules grew 95% year-over-year.\" Management emphasized that the company's \"28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.\" Salesforce (CRM) CEO Marc Benioff underscores his belief that \"Cybersecurity is CrowdStrike\" just like how \"CRM is Salesforce.\" CRWD's inclusion into the S&P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.As a result, there's little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday's outage could be argued to be a \"black eye\" that CrowdStrike might take some time to recover from. Despite that, it's critical to note that the botched content update isn't a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company's platform, helping to allay unfounded fears.Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company's consolidation drive. Given the mission-critical nature of CrowdStrike's offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor's offerings. As a result, that should help demonstrate CRWD's network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.I've also assessed a potential growth slowdown in CRWD's endpoint security opportunities as the market matures. Consequently, it could impede the company's ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week's global IT outage, the ramifications aren't likely to be immaterial. Investors are expected to be more cautious as we don't have a high level of clarity yet. Given CRWD's growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.CRWD: Valuation Not Cheap, But JustifiedCRWD Quant Grades (Seeking Alpha)CRWD is still rated with an \"F\" valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer's median of 19.4x (according to S&P Cap IQ data). In other words, CRWD's valuation is still priced for growth.Notwithstanding my caution, the company's robust execution has also led to a solid \"B+\" earnings revisions grade, underscoring the success of its consolidation strategy.Furthermore, CRWD's adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its \"A\" momentum grade.CRWD estimates (TIKR)The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.Hence, Wall Street is optimistic about the company's growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street's optimism.Despite that, this week's decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.Is CRWD Stock A Buy, Sell, Or Hold?CRWD price chart (weekly, medium-term) (TradingView)CRWD's price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.It's still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD's robust buying momentum to remain intact as long as the $270 support level holds resiliently.There's no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.Given CRWD's robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week's shakeout as highly constructive for the stock's bullish thesis, helping to level off recent FOMO as it fell into a bear market.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Business Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":330169286819984,"gmtCreate":1721613665304,"gmtModify":1721613669193,"author":{"id":"4167346331483312","authorId":"4167346331483312","name":"ZigmaDelta","avatar":"https://community-static.tradeup.com/news/86764c189db30d1ac6f39ac2018ea941","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4167346331483312","idStr":"4167346331483312"},"htmlText":"Next one month or more may be unstable, if you can hold on then hold for long term perspective.&nbsp; Buyers can buy from 290$-300$&nbsp;","listText":"Next one month or more may be unstable, if you can hold on then hold for long term perspective.&nbsp; Buyers can buy from 290$-300$&nbsp;","text":"Next one month or more may be unstable, if you can hold on then hold for long term perspective. Buyers can buy from 290$-300$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330169286819984","repostId":2452726146,"repostType":2,"repost":{"id":"2452726146","pubTimestamp":1721529000,"share":"https://ttm.financial/m/news/2452726146?lang=&edition=fundamental","pubTime":"2024-07-21 10:30","market":"us","language":"en","title":"CrowdStrike Collapse: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2452726146","media":"Seeking Alpha","summary":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elon","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike stock has plunged into a bear market, given its role in this week&#39;s IT outage.</p></li><li><p>The world experienced global IT mayhem due to a botched content update.</p></li><li><p>CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.</p></li><li><p>CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.</p></li><li><p>I argue why the market has turned too pessimistic on CRWD&#39;s thesis, presenting a golden buying opportunity for investors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0805b39841077668f4699840cb33cefe\" alt=\"Nathan Howard/Getty Images News\" title=\"Nathan Howard/Getty Images News\" tg-width=\"594\" tg-height=\"396\"/><span>Nathan Howard/Getty Images News</span></p><h2 id=\"id_4124894120\">CrowdStrike: Botched Content Update Led To Global IT Mayhem</h2><p>What a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19&#39;s global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.</p><p>In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock&#39;s expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&amp;P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week&#39;s bear market has taken us much closer to that level, reigniting my interest in the stock.</p><h2 id=\"id_3043126917\">CrowdStrike: Consolidation Strategy Likely Affected</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc4cd394a67ab600e8dce3cf25f5cf0\" alt=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" title=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" tg-width=\"640\" tg-height=\"364\"/><span>CrowdStrike drives consolidation through Falcon (CrowdStrike filings)</span></p><p>Yesterday&#39;s outage has likely thrown CrowdStrike&#39;s growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader&#39;s land-and-expand motion and spurred market share gains in other growth vectors.</p><p>In CrowdStrike&#39;s Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated &#34;deals with eight plus modules grew 95% year-over-year.&#34; Management emphasized that the company&#39;s &#34;28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.&#34; Salesforce (CRM) CEO Marc Benioff underscores his belief that &#34;Cybersecurity is CrowdStrike&#34; just like how &#34;CRM is Salesforce.&#34; CRWD&#39;s inclusion into the S&amp;P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.</p><p>As a result, there&#39;s little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday&#39;s outage could be argued to be a &#34;black eye&#34; that CrowdStrike might take some time to recover from. Despite that, it&#39;s critical to note that the botched content update isn&#39;t a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company&#39;s platform, helping to allay unfounded fears.</p><p>Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company&#39;s consolidation drive. Given the mission-critical nature of CrowdStrike&#39;s offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor&#39;s offerings. As a result, that should help demonstrate CRWD&#39;s network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.</p><p>I&#39;ve also assessed a potential growth slowdown in CRWD&#39;s endpoint security opportunities as the market matures. Consequently, it could impede the company&#39;s ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.</p><p>Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week&#39;s global IT outage, the ramifications aren&#39;t likely to be immaterial. Investors are expected to be more cautious as we don&#39;t have a high level of clarity yet. Given CRWD&#39;s growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.</p><h2 id=\"id_4016584030\">CRWD: Valuation Not Cheap, But Justified</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba7b2b739346282c1ab1c663baca02fb\" alt=\"CRWD Quant Grades (Seeking Alpha)\" title=\"CRWD Quant Grades (Seeking Alpha)\" tg-width=\"567\" tg-height=\"406\"/><span>CRWD Quant Grades (Seeking Alpha)</span></p><p>CRWD is still rated with an &#34;F&#34; valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer&#39;s median of 19.4x (according to S&amp;P Cap IQ data). In other words, CRWD&#39;s valuation is still priced for growth.</p><p>Notwithstanding my caution, the company&#39;s robust execution has also led to a solid &#34;B+&#34; earnings revisions grade, underscoring the success of its consolidation strategy.</p><p>Furthermore, CRWD&#39;s adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its &#34;A&#34; momentum grade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16523b62de19c11b2f372cfee208b4e3\" alt=\"CRWD estimates (TIKR)\" title=\"CRWD estimates (TIKR)\" tg-width=\"640\" tg-height=\"384\"/><span>CRWD estimates (TIKR)</span></p><p>The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.</p><p>Hence, Wall Street is optimistic about the company&#39;s growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street&#39;s optimism.</p><p>Despite that, this week&#39;s decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.</p><h2 id=\"id_3594778391\">Is CRWD Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ca8c55ad40ebf7e725ae99b2beb82e4\" alt=\"CRWD price chart (weekly, medium-term) (TradingView)\" title=\"CRWD price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>CRWD price chart (weekly, medium-term) (TradingView)</span></p><p>CRWD&#39;s price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.</p><p>It&#39;s still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD&#39;s robust buying momentum to remain intact as long as the $270 support level holds resiliently.</p><p>There&#39;s no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.</p><p>Given CRWD&#39;s robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week&#39;s shakeout as highly constructive for the stock&#39;s bullish thesis, helping to level off recent FOMO as it fell into a bear market.</p><p><em>Rating: Upgrade to Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"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 Collapse: Buy, Sell, Or Hold?</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; 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}\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 Collapse: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4560":"网络安全概念","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4561":"索罗斯持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452726146","content_text":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.I argue why the market has turned too pessimistic on CRWD's thesis, presenting a golden buying opportunity for investors.Nathan Howard/Getty Images NewsCrowdStrike: Botched Content Update Led To Global IT MayhemWhat a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19's global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock's expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week's bear market has taken us much closer to that level, reigniting my interest in the stock.CrowdStrike: Consolidation Strategy Likely AffectedCrowdStrike drives consolidation through Falcon (CrowdStrike filings)Yesterday's outage has likely thrown CrowdStrike's growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader's land-and-expand motion and spurred market share gains in other growth vectors.In CrowdStrike's Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated \"deals with eight plus modules grew 95% year-over-year.\" Management emphasized that the company's \"28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.\" Salesforce (CRM) CEO Marc Benioff underscores his belief that \"Cybersecurity is CrowdStrike\" just like how \"CRM is Salesforce.\" CRWD's inclusion into the S&P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.As a result, there's little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday's outage could be argued to be a \"black eye\" that CrowdStrike might take some time to recover from. Despite that, it's critical to note that the botched content update isn't a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company's platform, helping to allay unfounded fears.Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company's consolidation drive. Given the mission-critical nature of CrowdStrike's offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor's offerings. As a result, that should help demonstrate CRWD's network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.I've also assessed a potential growth slowdown in CRWD's endpoint security opportunities as the market matures. Consequently, it could impede the company's ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week's global IT outage, the ramifications aren't likely to be immaterial. Investors are expected to be more cautious as we don't have a high level of clarity yet. Given CRWD's growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.CRWD: Valuation Not Cheap, But JustifiedCRWD Quant Grades (Seeking Alpha)CRWD is still rated with an \"F\" valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer's median of 19.4x (according to S&P Cap IQ data). In other words, CRWD's valuation is still priced for growth.Notwithstanding my caution, the company's robust execution has also led to a solid \"B+\" earnings revisions grade, underscoring the success of its consolidation strategy.Furthermore, CRWD's adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its \"A\" momentum grade.CRWD estimates (TIKR)The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.Hence, Wall Street is optimistic about the company's growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street's optimism.Despite that, this week's decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.Is CRWD Stock A Buy, Sell, Or Hold?CRWD price chart (weekly, medium-term) (TradingView)CRWD's price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.It's still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD's robust buying momentum to remain intact as long as the $270 support level holds resiliently.There's no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.Given CRWD's robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week's shakeout as highly constructive for the stock's bullish thesis, helping to level off recent FOMO as it fell into a bear market.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329934991319072,"gmtCreate":1721556319322,"gmtModify":1721556323478,"author":{"id":"3576656611799755","authorId":"3576656611799755","name":"SYB0303","avatar":"https://static.tigerbbs.com/151f9661e12b2e263a192c37c63c016c","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3576656611799755","idStr":"3576656611799755"},"htmlText":"Stay away from the stock now as more repercussions are coming.","listText":"Stay away from the stock now as more repercussions are coming.","text":"Stay away from the stock now as more repercussions are coming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329934991319072","repostId":2452726146,"repostType":2,"repost":{"id":"2452726146","pubTimestamp":1721529000,"share":"https://ttm.financial/m/news/2452726146?lang=&edition=fundamental","pubTime":"2024-07-21 10:30","market":"us","language":"en","title":"CrowdStrike Collapse: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2452726146","media":"Seeking Alpha","summary":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elon","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike stock has plunged into a bear market, given its role in this week&#39;s IT outage.</p></li><li><p>The world experienced global IT mayhem due to a botched content update.</p></li><li><p>CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.</p></li><li><p>CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.</p></li><li><p>I argue why the market has turned too pessimistic on CRWD&#39;s thesis, presenting a golden buying opportunity for investors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0805b39841077668f4699840cb33cefe\" alt=\"Nathan Howard/Getty Images News\" title=\"Nathan Howard/Getty Images News\" tg-width=\"594\" tg-height=\"396\"/><span>Nathan Howard/Getty Images News</span></p><h2 id=\"id_4124894120\">CrowdStrike: Botched Content Update Led To Global IT Mayhem</h2><p>What a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19&#39;s global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.</p><p>In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock&#39;s expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&amp;P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week&#39;s bear market has taken us much closer to that level, reigniting my interest in the stock.</p><h2 id=\"id_3043126917\">CrowdStrike: Consolidation Strategy Likely Affected</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc4cd394a67ab600e8dce3cf25f5cf0\" alt=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" title=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" tg-width=\"640\" tg-height=\"364\"/><span>CrowdStrike drives consolidation through Falcon (CrowdStrike filings)</span></p><p>Yesterday&#39;s outage has likely thrown CrowdStrike&#39;s growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader&#39;s land-and-expand motion and spurred market share gains in other growth vectors.</p><p>In CrowdStrike&#39;s Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated &#34;deals with eight plus modules grew 95% year-over-year.&#34; Management emphasized that the company&#39;s &#34;28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.&#34; Salesforce (CRM) CEO Marc Benioff underscores his belief that &#34;Cybersecurity is CrowdStrike&#34; just like how &#34;CRM is Salesforce.&#34; CRWD&#39;s inclusion into the S&amp;P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.</p><p>As a result, there&#39;s little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday&#39;s outage could be argued to be a &#34;black eye&#34; that CrowdStrike might take some time to recover from. Despite that, it&#39;s critical to note that the botched content update isn&#39;t a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company&#39;s platform, helping to allay unfounded fears.</p><p>Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company&#39;s consolidation drive. Given the mission-critical nature of CrowdStrike&#39;s offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor&#39;s offerings. As a result, that should help demonstrate CRWD&#39;s network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.</p><p>I&#39;ve also assessed a potential growth slowdown in CRWD&#39;s endpoint security opportunities as the market matures. Consequently, it could impede the company&#39;s ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.</p><p>Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week&#39;s global IT outage, the ramifications aren&#39;t likely to be immaterial. Investors are expected to be more cautious as we don&#39;t have a high level of clarity yet. Given CRWD&#39;s growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.</p><h2 id=\"id_4016584030\">CRWD: Valuation Not Cheap, But Justified</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba7b2b739346282c1ab1c663baca02fb\" alt=\"CRWD Quant Grades (Seeking Alpha)\" title=\"CRWD Quant Grades (Seeking Alpha)\" tg-width=\"567\" tg-height=\"406\"/><span>CRWD Quant Grades (Seeking Alpha)</span></p><p>CRWD is still rated with an &#34;F&#34; valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer&#39;s median of 19.4x (according to S&amp;P Cap IQ data). In other words, CRWD&#39;s valuation is still priced for growth.</p><p>Notwithstanding my caution, the company&#39;s robust execution has also led to a solid &#34;B+&#34; earnings revisions grade, underscoring the success of its consolidation strategy.</p><p>Furthermore, CRWD&#39;s adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its &#34;A&#34; momentum grade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16523b62de19c11b2f372cfee208b4e3\" alt=\"CRWD estimates (TIKR)\" title=\"CRWD estimates (TIKR)\" tg-width=\"640\" tg-height=\"384\"/><span>CRWD estimates (TIKR)</span></p><p>The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.</p><p>Hence, Wall Street is optimistic about the company&#39;s growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street&#39;s optimism.</p><p>Despite that, this week&#39;s decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.</p><h2 id=\"id_3594778391\">Is CRWD Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ca8c55ad40ebf7e725ae99b2beb82e4\" alt=\"CRWD price chart (weekly, medium-term) (TradingView)\" title=\"CRWD price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>CRWD price chart (weekly, medium-term) (TradingView)</span></p><p>CRWD&#39;s price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.</p><p>It&#39;s still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD&#39;s robust buying momentum to remain intact as long as the $270 support level holds resiliently.</p><p>There&#39;s no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.</p><p>Given CRWD&#39;s robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week&#39;s shakeout as highly constructive for the stock&#39;s bullish thesis, helping to level off recent FOMO as it fell into a bear market.</p><p><em>Rating: Upgrade to Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"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 Collapse: Buy, Sell, Or Hold?</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; 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}\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 Collapse: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4560":"网络安全概念","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4561":"索罗斯持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452726146","content_text":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.I argue why the market has turned too pessimistic on CRWD's thesis, presenting a golden buying opportunity for investors.Nathan Howard/Getty Images NewsCrowdStrike: Botched Content Update Led To Global IT MayhemWhat a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19's global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock's expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week's bear market has taken us much closer to that level, reigniting my interest in the stock.CrowdStrike: Consolidation Strategy Likely AffectedCrowdStrike drives consolidation through Falcon (CrowdStrike filings)Yesterday's outage has likely thrown CrowdStrike's growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader's land-and-expand motion and spurred market share gains in other growth vectors.In CrowdStrike's Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated \"deals with eight plus modules grew 95% year-over-year.\" Management emphasized that the company's \"28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.\" Salesforce (CRM) CEO Marc Benioff underscores his belief that \"Cybersecurity is CrowdStrike\" just like how \"CRM is Salesforce.\" CRWD's inclusion into the S&P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.As a result, there's little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday's outage could be argued to be a \"black eye\" that CrowdStrike might take some time to recover from. Despite that, it's critical to note that the botched content update isn't a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company's platform, helping to allay unfounded fears.Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company's consolidation drive. Given the mission-critical nature of CrowdStrike's offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor's offerings. As a result, that should help demonstrate CRWD's network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.I've also assessed a potential growth slowdown in CRWD's endpoint security opportunities as the market matures. Consequently, it could impede the company's ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week's global IT outage, the ramifications aren't likely to be immaterial. Investors are expected to be more cautious as we don't have a high level of clarity yet. Given CRWD's growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.CRWD: Valuation Not Cheap, But JustifiedCRWD Quant Grades (Seeking Alpha)CRWD is still rated with an \"F\" valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer's median of 19.4x (according to S&P Cap IQ data). In other words, CRWD's valuation is still priced for growth.Notwithstanding my caution, the company's robust execution has also led to a solid \"B+\" earnings revisions grade, underscoring the success of its consolidation strategy.Furthermore, CRWD's adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its \"A\" momentum grade.CRWD estimates (TIKR)The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.Hence, Wall Street is optimistic about the company's growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street's optimism.Despite that, this week's decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.Is CRWD Stock A Buy, Sell, Or Hold?CRWD price chart (weekly, medium-term) (TradingView)CRWD's price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.It's still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD's robust buying momentum to remain intact as long as the $270 support level holds resiliently.There's no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.Given CRWD's robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week's shakeout as highly constructive for the stock's bullish thesis, helping to level off recent FOMO as it fell into a bear market.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329908695134312,"gmtCreate":1721549856575,"gmtModify":1721549858545,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4091363089250230","idStr":"4091363089250230"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329908695134312","repostId":2452726146,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329897722716264,"gmtCreate":1721547177762,"gmtModify":1721648736465,"author":{"id":"3578091555231876","authorId":"3578091555231876","name":"StreetCat","avatar":"https://community-static.tradeup.com/news/10240289f5373e15472b574f0d2f37a8","vip":1,"crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3578091555231876","idStr":"3578091555231876"},"htmlText":"In first world countries companies who have caused outages are heavily fined due to their incompetence. This is not a national issue but their mistake is on a global level. If mircrosoft is not going to give free services crowdstrike is going to get it for&nbsp;sure.&nbsp;","listText":"In first world countries companies who have caused outages are heavily fined due to their incompetence. This is not a national issue but their mistake is on a global level. If mircrosoft is not going to give free services crowdstrike is going to get it for&nbsp;sure.&nbsp;","text":"In first world countries companies who have caused outages are heavily fined due to their incompetence. This is not a national issue but their mistake is on a global level. If mircrosoft is not going to give free services crowdstrike is going to get it for sure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329897722716264","repostId":2452726146,"repostType":2,"repost":{"id":"2452726146","pubTimestamp":1721529000,"share":"https://ttm.financial/m/news/2452726146?lang=&edition=fundamental","pubTime":"2024-07-21 10:30","market":"us","language":"en","title":"CrowdStrike Collapse: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2452726146","media":"Seeking Alpha","summary":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elon","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike stock has plunged into a bear market, given its role in this week&#39;s IT outage.</p></li><li><p>The world experienced global IT mayhem due to a botched content update.</p></li><li><p>CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.</p></li><li><p>CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.</p></li><li><p>I argue why the market has turned too pessimistic on CRWD&#39;s thesis, presenting a golden buying opportunity for investors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0805b39841077668f4699840cb33cefe\" alt=\"Nathan Howard/Getty Images News\" title=\"Nathan Howard/Getty Images News\" tg-width=\"594\" tg-height=\"396\"/><span>Nathan Howard/Getty Images News</span></p><h2 id=\"id_4124894120\">CrowdStrike: Botched Content Update Led To Global IT Mayhem</h2><p>What a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19&#39;s global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.</p><p>In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock&#39;s expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&amp;P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week&#39;s bear market has taken us much closer to that level, reigniting my interest in the stock.</p><h2 id=\"id_3043126917\">CrowdStrike: Consolidation Strategy Likely Affected</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc4cd394a67ab600e8dce3cf25f5cf0\" alt=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" title=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" tg-width=\"640\" tg-height=\"364\"/><span>CrowdStrike drives consolidation through Falcon (CrowdStrike filings)</span></p><p>Yesterday&#39;s outage has likely thrown CrowdStrike&#39;s growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader&#39;s land-and-expand motion and spurred market share gains in other growth vectors.</p><p>In CrowdStrike&#39;s Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated &#34;deals with eight plus modules grew 95% year-over-year.&#34; Management emphasized that the company&#39;s &#34;28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.&#34; Salesforce (CRM) CEO Marc Benioff underscores his belief that &#34;Cybersecurity is CrowdStrike&#34; just like how &#34;CRM is Salesforce.&#34; CRWD&#39;s inclusion into the S&amp;P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.</p><p>As a result, there&#39;s little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday&#39;s outage could be argued to be a &#34;black eye&#34; that CrowdStrike might take some time to recover from. Despite that, it&#39;s critical to note that the botched content update isn&#39;t a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company&#39;s platform, helping to allay unfounded fears.</p><p>Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company&#39;s consolidation drive. Given the mission-critical nature of CrowdStrike&#39;s offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor&#39;s offerings. As a result, that should help demonstrate CRWD&#39;s network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.</p><p>I&#39;ve also assessed a potential growth slowdown in CRWD&#39;s endpoint security opportunities as the market matures. Consequently, it could impede the company&#39;s ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.</p><p>Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week&#39;s global IT outage, the ramifications aren&#39;t likely to be immaterial. Investors are expected to be more cautious as we don&#39;t have a high level of clarity yet. Given CRWD&#39;s growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.</p><h2 id=\"id_4016584030\">CRWD: Valuation Not Cheap, But Justified</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba7b2b739346282c1ab1c663baca02fb\" alt=\"CRWD Quant Grades (Seeking Alpha)\" title=\"CRWD Quant Grades (Seeking Alpha)\" tg-width=\"567\" tg-height=\"406\"/><span>CRWD Quant Grades (Seeking Alpha)</span></p><p>CRWD is still rated with an &#34;F&#34; valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer&#39;s median of 19.4x (according to S&amp;P Cap IQ data). In other words, CRWD&#39;s valuation is still priced for growth.</p><p>Notwithstanding my caution, the company&#39;s robust execution has also led to a solid &#34;B+&#34; earnings revisions grade, underscoring the success of its consolidation strategy.</p><p>Furthermore, CRWD&#39;s adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its &#34;A&#34; momentum grade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16523b62de19c11b2f372cfee208b4e3\" alt=\"CRWD estimates (TIKR)\" title=\"CRWD estimates (TIKR)\" tg-width=\"640\" tg-height=\"384\"/><span>CRWD estimates (TIKR)</span></p><p>The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.</p><p>Hence, Wall Street is optimistic about the company&#39;s growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street&#39;s optimism.</p><p>Despite that, this week&#39;s decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.</p><h2 id=\"id_3594778391\">Is CRWD Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ca8c55ad40ebf7e725ae99b2beb82e4\" alt=\"CRWD price chart (weekly, medium-term) (TradingView)\" title=\"CRWD price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>CRWD price chart (weekly, medium-term) (TradingView)</span></p><p>CRWD&#39;s price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.</p><p>It&#39;s still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD&#39;s robust buying momentum to remain intact as long as the $270 support level holds resiliently.</p><p>There&#39;s no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.</p><p>Given CRWD&#39;s robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week&#39;s shakeout as highly constructive for the stock&#39;s bullish thesis, helping to level off recent FOMO as it fell into a bear market.</p><p><em>Rating: Upgrade to Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"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 Collapse: Buy, Sell, Or Hold?</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; 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}\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 Collapse: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4560":"网络安全概念","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4561":"索罗斯持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452726146","content_text":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.I argue why the market has turned too pessimistic on CRWD's thesis, presenting a golden buying opportunity for investors.Nathan Howard/Getty Images NewsCrowdStrike: Botched Content Update Led To Global IT MayhemWhat a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19's global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock's expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week's bear market has taken us much closer to that level, reigniting my interest in the stock.CrowdStrike: Consolidation Strategy Likely AffectedCrowdStrike drives consolidation through Falcon (CrowdStrike filings)Yesterday's outage has likely thrown CrowdStrike's growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader's land-and-expand motion and spurred market share gains in other growth vectors.In CrowdStrike's Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated \"deals with eight plus modules grew 95% year-over-year.\" Management emphasized that the company's \"28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.\" Salesforce (CRM) CEO Marc Benioff underscores his belief that \"Cybersecurity is CrowdStrike\" just like how \"CRM is Salesforce.\" CRWD's inclusion into the S&P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.As a result, there's little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday's outage could be argued to be a \"black eye\" that CrowdStrike might take some time to recover from. Despite that, it's critical to note that the botched content update isn't a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company's platform, helping to allay unfounded fears.Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company's consolidation drive. Given the mission-critical nature of CrowdStrike's offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor's offerings. As a result, that should help demonstrate CRWD's network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.I've also assessed a potential growth slowdown in CRWD's endpoint security opportunities as the market matures. Consequently, it could impede the company's ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week's global IT outage, the ramifications aren't likely to be immaterial. Investors are expected to be more cautious as we don't have a high level of clarity yet. Given CRWD's growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.CRWD: Valuation Not Cheap, But JustifiedCRWD Quant Grades (Seeking Alpha)CRWD is still rated with an \"F\" valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer's median of 19.4x (according to S&P Cap IQ data). In other words, CRWD's valuation is still priced for growth.Notwithstanding my caution, the company's robust execution has also led to a solid \"B+\" earnings revisions grade, underscoring the success of its consolidation strategy.Furthermore, CRWD's adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its \"A\" momentum grade.CRWD estimates (TIKR)The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.Hence, Wall Street is optimistic about the company's growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street's optimism.Despite that, this week's decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.Is CRWD Stock A Buy, Sell, Or Hold?CRWD price chart (weekly, medium-term) (TradingView)CRWD's price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.It's still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD's robust buying momentum to remain intact as long as the $270 support level holds resiliently.There's no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.Given CRWD's robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week's shakeout as highly constructive for the stock's bullish thesis, helping to level off recent FOMO as it fell into a bear market.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329864144175328,"gmtCreate":1721538897704,"gmtModify":1721538901581,"author":{"id":"4178332581629092","authorId":"4178332581629092","name":"Boybabyrage","avatar":"https://community-static.tradeup.com/news/5b59a07cca9804884b312ca8a7ac871d","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4178332581629092","idStr":"4178332581629092"},"htmlText":"You sell, I buy :)&nbsp;","listText":"You sell, I buy :)&nbsp;","text":"You sell, I buy :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329864144175328","repostId":2452726146,"repostType":2,"repost":{"id":"2452726146","pubTimestamp":1721529000,"share":"https://ttm.financial/m/news/2452726146?lang=&edition=fundamental","pubTime":"2024-07-21 10:30","market":"us","language":"en","title":"CrowdStrike Collapse: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2452726146","media":"Seeking Alpha","summary":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elon","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike stock has plunged into a bear market, given its role in this week&#39;s IT outage.</p></li><li><p>The world experienced global IT mayhem due to a botched content update.</p></li><li><p>CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.</p></li><li><p>CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.</p></li><li><p>I argue why the market has turned too pessimistic on CRWD&#39;s thesis, presenting a golden buying opportunity for investors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0805b39841077668f4699840cb33cefe\" alt=\"Nathan Howard/Getty Images News\" title=\"Nathan Howard/Getty Images News\" tg-width=\"594\" tg-height=\"396\"/><span>Nathan Howard/Getty Images News</span></p><h2 id=\"id_4124894120\">CrowdStrike: Botched Content Update Led To Global IT Mayhem</h2><p>What a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19&#39;s global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.</p><p>In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock&#39;s expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&amp;P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week&#39;s bear market has taken us much closer to that level, reigniting my interest in the stock.</p><h2 id=\"id_3043126917\">CrowdStrike: Consolidation Strategy Likely Affected</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc4cd394a67ab600e8dce3cf25f5cf0\" alt=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" title=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" tg-width=\"640\" tg-height=\"364\"/><span>CrowdStrike drives consolidation through Falcon (CrowdStrike filings)</span></p><p>Yesterday&#39;s outage has likely thrown CrowdStrike&#39;s growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader&#39;s land-and-expand motion and spurred market share gains in other growth vectors.</p><p>In CrowdStrike&#39;s Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated &#34;deals with eight plus modules grew 95% year-over-year.&#34; Management emphasized that the company&#39;s &#34;28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.&#34; Salesforce (CRM) CEO Marc Benioff underscores his belief that &#34;Cybersecurity is CrowdStrike&#34; just like how &#34;CRM is Salesforce.&#34; CRWD&#39;s inclusion into the S&amp;P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.</p><p>As a result, there&#39;s little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday&#39;s outage could be argued to be a &#34;black eye&#34; that CrowdStrike might take some time to recover from. Despite that, it&#39;s critical to note that the botched content update isn&#39;t a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company&#39;s platform, helping to allay unfounded fears.</p><p>Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company&#39;s consolidation drive. Given the mission-critical nature of CrowdStrike&#39;s offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor&#39;s offerings. As a result, that should help demonstrate CRWD&#39;s network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.</p><p>I&#39;ve also assessed a potential growth slowdown in CRWD&#39;s endpoint security opportunities as the market matures. Consequently, it could impede the company&#39;s ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.</p><p>Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week&#39;s global IT outage, the ramifications aren&#39;t likely to be immaterial. Investors are expected to be more cautious as we don&#39;t have a high level of clarity yet. Given CRWD&#39;s growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.</p><h2 id=\"id_4016584030\">CRWD: Valuation Not Cheap, But Justified</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba7b2b739346282c1ab1c663baca02fb\" alt=\"CRWD Quant Grades (Seeking Alpha)\" title=\"CRWD Quant Grades (Seeking Alpha)\" tg-width=\"567\" tg-height=\"406\"/><span>CRWD Quant Grades (Seeking Alpha)</span></p><p>CRWD is still rated with an &#34;F&#34; valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer&#39;s median of 19.4x (according to S&amp;P Cap IQ data). In other words, CRWD&#39;s valuation is still priced for growth.</p><p>Notwithstanding my caution, the company&#39;s robust execution has also led to a solid &#34;B+&#34; earnings revisions grade, underscoring the success of its consolidation strategy.</p><p>Furthermore, CRWD&#39;s adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its &#34;A&#34; momentum grade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16523b62de19c11b2f372cfee208b4e3\" alt=\"CRWD estimates (TIKR)\" title=\"CRWD estimates (TIKR)\" tg-width=\"640\" tg-height=\"384\"/><span>CRWD estimates (TIKR)</span></p><p>The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.</p><p>Hence, Wall Street is optimistic about the company&#39;s growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street&#39;s optimism.</p><p>Despite that, this week&#39;s decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.</p><h2 id=\"id_3594778391\">Is CRWD Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ca8c55ad40ebf7e725ae99b2beb82e4\" alt=\"CRWD price chart (weekly, medium-term) (TradingView)\" title=\"CRWD price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>CRWD price chart (weekly, medium-term) (TradingView)</span></p><p>CRWD&#39;s price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.</p><p>It&#39;s still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD&#39;s robust buying momentum to remain intact as long as the $270 support level holds resiliently.</p><p>There&#39;s no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.</p><p>Given CRWD&#39;s robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week&#39;s shakeout as highly constructive for the stock&#39;s bullish thesis, helping to level off recent FOMO as it fell into a bear market.</p><p><em>Rating: Upgrade to Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"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 Collapse: Buy, Sell, Or Hold?</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; 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}\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 Collapse: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4560":"网络安全概念","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4561":"索罗斯持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452726146","content_text":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.I argue why the market has turned too pessimistic on CRWD's thesis, presenting a golden buying opportunity for investors.Nathan Howard/Getty Images NewsCrowdStrike: Botched Content Update Led To Global IT MayhemWhat a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19's global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock's expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week's bear market has taken us much closer to that level, reigniting my interest in the stock.CrowdStrike: Consolidation Strategy Likely AffectedCrowdStrike drives consolidation through Falcon (CrowdStrike filings)Yesterday's outage has likely thrown CrowdStrike's growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader's land-and-expand motion and spurred market share gains in other growth vectors.In CrowdStrike's Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated \"deals with eight plus modules grew 95% year-over-year.\" Management emphasized that the company's \"28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.\" Salesforce (CRM) CEO Marc Benioff underscores his belief that \"Cybersecurity is CrowdStrike\" just like how \"CRM is Salesforce.\" CRWD's inclusion into the S&P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.As a result, there's little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday's outage could be argued to be a \"black eye\" that CrowdStrike might take some time to recover from. Despite that, it's critical to note that the botched content update isn't a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company's platform, helping to allay unfounded fears.Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company's consolidation drive. Given the mission-critical nature of CrowdStrike's offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor's offerings. As a result, that should help demonstrate CRWD's network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.I've also assessed a potential growth slowdown in CRWD's endpoint security opportunities as the market matures. Consequently, it could impede the company's ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week's global IT outage, the ramifications aren't likely to be immaterial. Investors are expected to be more cautious as we don't have a high level of clarity yet. Given CRWD's growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.CRWD: Valuation Not Cheap, But JustifiedCRWD Quant Grades (Seeking Alpha)CRWD is still rated with an \"F\" valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer's median of 19.4x (according to S&P Cap IQ data). In other words, CRWD's valuation is still priced for growth.Notwithstanding my caution, the company's robust execution has also led to a solid \"B+\" earnings revisions grade, underscoring the success of its consolidation strategy.Furthermore, CRWD's adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its \"A\" momentum grade.CRWD estimates (TIKR)The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.Hence, Wall Street is optimistic about the company's growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street's optimism.Despite that, this week's decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.Is CRWD Stock A Buy, Sell, Or Hold?CRWD price chart (weekly, medium-term) (TradingView)CRWD's price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.It's still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD's robust buying momentum to remain intact as long as the $270 support level holds resiliently.There's no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.Given CRWD's robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week's shakeout as highly constructive for the stock's bullish thesis, helping to level off recent FOMO as it fell into a bear market.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329847943315568,"gmtCreate":1721535202158,"gmtModify":1721535206999,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3567852837945728","idStr":"3567852837945728"},"htmlText":"This article is only looking at the pass records n too optimistic on&nbsp;CRWD. CRWD may face lawsuits from affected parties for damages ❗I guess MSFT could be derisking in the future from using CRWD.&nbsp;So, wait for the dust to settle&nbsp;🤓","listText":"This article is only looking at the pass records n too optimistic on&nbsp;CRWD. CRWD may face lawsuits from affected parties for damages ❗I guess MSFT could be derisking in the future from using CRWD.&nbsp;So, wait for the dust to settle&nbsp;🤓","text":"This article is only looking at the pass records n too optimistic on CRWD. CRWD may face lawsuits from affected parties for damages ❗I guess MSFT could be derisking in the future from using CRWD. So, wait for the dust to settle 🤓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329847943315568","repostId":2452726146,"repostType":2,"repost":{"id":"2452726146","pubTimestamp":1721529000,"share":"https://ttm.financial/m/news/2452726146?lang=&edition=fundamental","pubTime":"2024-07-21 10:30","market":"us","language":"en","title":"CrowdStrike Collapse: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2452726146","media":"Seeking Alpha","summary":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elon","content":"<html><head></head><body><ul style=\"\"><li><p>CrowdStrike stock has plunged into a bear market, given its role in this week&#39;s IT outage.</p></li><li><p>The world experienced global IT mayhem due to a botched content update.</p></li><li><p>CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.</p></li><li><p>CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.</p></li><li><p>I argue why the market has turned too pessimistic on CRWD&#39;s thesis, presenting a golden buying opportunity for investors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0805b39841077668f4699840cb33cefe\" alt=\"Nathan Howard/Getty Images News\" title=\"Nathan Howard/Getty Images News\" tg-width=\"594\" tg-height=\"396\"/><span>Nathan Howard/Getty Images News</span></p><h2 id=\"id_4124894120\">CrowdStrike: Botched Content Update Led To Global IT Mayhem</h2><p>What a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19&#39;s global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.</p><p>In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock&#39;s expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&amp;P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week&#39;s bear market has taken us much closer to that level, reigniting my interest in the stock.</p><h2 id=\"id_3043126917\">CrowdStrike: Consolidation Strategy Likely Affected</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdc4cd394a67ab600e8dce3cf25f5cf0\" alt=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" title=\"CrowdStrike drives consolidation through Falcon (CrowdStrike filings)\" tg-width=\"640\" tg-height=\"364\"/><span>CrowdStrike drives consolidation through Falcon (CrowdStrike filings)</span></p><p>Yesterday&#39;s outage has likely thrown CrowdStrike&#39;s growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader&#39;s land-and-expand motion and spurred market share gains in other growth vectors.</p><p>In CrowdStrike&#39;s Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated &#34;deals with eight plus modules grew 95% year-over-year.&#34; Management emphasized that the company&#39;s &#34;28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.&#34; Salesforce (CRM) CEO Marc Benioff underscores his belief that &#34;Cybersecurity is CrowdStrike&#34; just like how &#34;CRM is Salesforce.&#34; CRWD&#39;s inclusion into the S&amp;P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.</p><p>As a result, there&#39;s little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday&#39;s outage could be argued to be a &#34;black eye&#34; that CrowdStrike might take some time to recover from. Despite that, it&#39;s critical to note that the botched content update isn&#39;t a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company&#39;s platform, helping to allay unfounded fears.</p><p>Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company&#39;s consolidation drive. Given the mission-critical nature of CrowdStrike&#39;s offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor&#39;s offerings. As a result, that should help demonstrate CRWD&#39;s network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.</p><p>I&#39;ve also assessed a potential growth slowdown in CRWD&#39;s endpoint security opportunities as the market matures. Consequently, it could impede the company&#39;s ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.</p><p>Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week&#39;s global IT outage, the ramifications aren&#39;t likely to be immaterial. Investors are expected to be more cautious as we don&#39;t have a high level of clarity yet. Given CRWD&#39;s growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.</p><h2 id=\"id_4016584030\">CRWD: Valuation Not Cheap, But Justified</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba7b2b739346282c1ab1c663baca02fb\" alt=\"CRWD Quant Grades (Seeking Alpha)\" title=\"CRWD Quant Grades (Seeking Alpha)\" tg-width=\"567\" tg-height=\"406\"/><span>CRWD Quant Grades (Seeking Alpha)</span></p><p>CRWD is still rated with an &#34;F&#34; valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer&#39;s median of 19.4x (according to S&amp;P Cap IQ data). In other words, CRWD&#39;s valuation is still priced for growth.</p><p>Notwithstanding my caution, the company&#39;s robust execution has also led to a solid &#34;B+&#34; earnings revisions grade, underscoring the success of its consolidation strategy.</p><p>Furthermore, CRWD&#39;s adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its &#34;A&#34; momentum grade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16523b62de19c11b2f372cfee208b4e3\" alt=\"CRWD estimates (TIKR)\" title=\"CRWD estimates (TIKR)\" tg-width=\"640\" tg-height=\"384\"/><span>CRWD estimates (TIKR)</span></p><p>The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.</p><p>Hence, Wall Street is optimistic about the company&#39;s growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street&#39;s optimism.</p><p>Despite that, this week&#39;s decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.</p><h2 id=\"id_3594778391\">Is CRWD Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ca8c55ad40ebf7e725ae99b2beb82e4\" alt=\"CRWD price chart (weekly, medium-term) (TradingView)\" title=\"CRWD price chart (weekly, medium-term) (TradingView)\" tg-width=\"640\" tg-height=\"394\"/><span>CRWD price chart (weekly, medium-term) (TradingView)</span></p><p>CRWD&#39;s price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.</p><p>It&#39;s still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD&#39;s robust buying momentum to remain intact as long as the $270 support level holds resiliently.</p><p>There&#39;s no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.</p><p>Given CRWD&#39;s robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week&#39;s shakeout as highly constructive for the stock&#39;s bullish thesis, helping to level off recent FOMO as it fell into a bear market.</p><p><em>Rating: Upgrade to Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"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 Collapse: Buy, Sell, Or Hold?</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; 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}\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 Collapse: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4560":"网络安全概念","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4561":"索罗斯持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://seekingalpha.com/article/4705283-crowdstrike-collapse-overstated-consider-buying-fear-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2452726146","content_text":"CrowdStrike stock has plunged into a bear market, given its role in this week's IT outage.The world experienced global IT mayhem due to a botched content update.CrowdStrike could face potentially elongated sales cycle risks, leading to a slower growth cadence.CRWD is still a fundamentally strong company with a best-in-class cybersecurity platform.I argue why the market has turned too pessimistic on CRWD's thesis, presenting a golden buying opportunity for investors.Nathan Howard/Getty Images NewsCrowdStrike: Botched Content Update Led To Global IT MayhemWhat a day for CrowdStrike Holdings (NASDAQ:CRWD) investors as the market digests what was said to be the most significant global IT outage in recent times. Investors unfamiliar with the cybersecurity space may not have heard about CrowdStrike before. As CEO George Kurtz apologized after July 19's global faux pas, the cybersecurity leader likely became a household name worldwide for the wrong reasons.In my previous CRWD article in May 2024, I urged investors to be cautious. I reminded investors that the stock's expensive valuation leaves little room for error, leading to potential disappointment. Since my caution, CRWD has underperformed the S&P 500 (SPX) (SPY) as investors bailed. Despite that, I also indicated that a bear market decline closer to the $270 level might offer more attractive dip-buying opportunities. This week's bear market has taken us much closer to that level, reigniting my interest in the stock.CrowdStrike: Consolidation Strategy Likely AffectedCrowdStrike drives consolidation through Falcon (CrowdStrike filings)Yesterday's outage has likely thrown CrowdStrike's growth strategy into disarray. As a reminder, CRWD is a best-in-class cybersecurity provider with market dominance in endpoint security. It has championed the consolidation strategy, affecting the go-to-market motion across its peers. As a result, the Falcon platform has proved its mettle against the point solutions in the market. As highlighted above, it has helped drive the cybersecurity leader's land-and-expand motion and spurred market share gains in other growth vectors.In CrowdStrike's Q1 earnings conference in June, the company demonstrated the robustness of the Falcon-led flywheel effect, as it updated \"deals with eight plus modules grew 95% year-over-year.\" Management emphasized that the company's \"28 modules are best-in-class on a standalone basis as rated by applicable leading industry analysts.\" Salesforce (CRM) CEO Marc Benioff underscores his belief that \"Cybersecurity is CrowdStrike\" just like how \"CRM is Salesforce.\" CRWD's inclusion into the S&P 500 (SPX) (SPY) demonstrates the sustainability of its business model, bolstering investor confidence.As a result, there's little doubt that the company is considered the gold standard in cybersecurity (particularly for EDR). However, yesterday's outage could be argued to be a \"black eye\" that CrowdStrike might take some time to recover from. Despite that, it's critical to note that the botched content update isn't a cybersecurity breach or indicative of critical software flaws. That should help temper investor pessimism on the foundations of the company's platform, helping to allay unfounded fears.Of immediate concern is the potentially elongated sales cycle in FY2025, which could hamper the momentum of the company's consolidation drive. Given the mission-critical nature of CrowdStrike's offerings, I assess CIOs will still be cautious when considering displacing the Falcon platform for a competitor's offerings. As a result, that should help demonstrate CRWD's network effect moat, as Kurtz and his team go into overdrive to mitigate further impact on their reputational risks. However, customers might be more cautious about relying solely on CrowdStrike to protect their critical infrastructure, potentially opening up more opportunities for leading peers.I've also assessed a potential growth slowdown in CRWD's endpoint security opportunities as the market matures. Consequently, it could impede the company's ability to accelerate its goal of reaching $10B in ARR, affecting buying sentiments.Moreover, we cannot rule out legal repercussions that could inflict significant legal liabilities on CrowdStrike. Given the scale of this week's global IT outage, the ramifications aren't likely to be immaterial. Investors are expected to be more cautious as we don't have a high level of clarity yet. Given CRWD's growth premium, a significant valuation de-rating cannot be ruled out even though CRWD has already fallen into a bear market.CRWD: Valuation Not Cheap, But JustifiedCRWD Quant Grades (Seeking Alpha)CRWD is still rated with an \"F\" valuation grade, highlighting the lack of room for disappointment. Its forward EBITDA multiple of more than 63x is markedly above its SaaS peer's median of 19.4x (according to S&P Cap IQ data). In other words, CRWD's valuation is still priced for growth.Notwithstanding my caution, the company's robust execution has also led to a solid \"B+\" earnings revisions grade, underscoring the success of its consolidation strategy.Furthermore, CRWD's adjusted PEG ratio of 2.1 is just 7% above the tech sector median. Therefore, CRWD may not seem that expensive when adjusted for growth, justifying its \"A\" momentum grade.CRWD estimates (TIKR)The company is still estimated to gain operating leverage through FY2027. CrowdStrike is expected to deliver annualized adjusted EBITDA growth of more than 30% over the next three FYs.Hence, Wall Street is optimistic about the company's growth opportunities as it expands beyond its endpoint domain. The robustness and scalability of its Falcon platform have been demonstrated, justifying Wall Street's optimism.Despite that, this week's decline is necessary to reflect increased execution risks, given potentially elongated deal closures in FY2025. Investors considering adding exposure should monitor the developments closely, as near-term volatility could persist.Is CRWD Stock A Buy, Sell, Or Hold?CRWD price chart (weekly, medium-term) (TradingView)CRWD's price action remains in an uptrend bias. The decline resulted in a bear market as the stock plunged more than 25% from its June highs through its lows this week.It's still too early to assess a decisive bottom, although an aggressive dip-buying opportunity may have emerged. I assess CRWD's robust buying momentum to remain intact as long as the $270 support level holds resiliently.There's no indication yet that sellers have the momentum to potentially re-test that zone. Notwithstanding my optimism, a potential breakdown of the $270 support zone could result in a further decline, causing more mayhem. Hence, investors who added the dips this week should consider spreading out their purchases to capitalize on unanticipated market volatility.Given CRWD's robust fundamentals, I assess its risk/reward profile has improved. In addition, its PEG ratio also seems more reasonable now relative to its sector peers. There is a possibility that CRWD can bottom out above the $270 zone, which is expected to strengthen its uptrend continuation thesis. Therefore, I assess this week's shakeout as highly constructive for the stock's bullish thesis, helping to level off recent FOMO as it fell into a bear market.Rating: Upgrade to Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":22,"commentSize":6,"repostSize":6,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}