03/05/2025, 02:59 PM UTC
CrowdStrike:收益发布后的回调毫无意义,买入CrowdStrike: The Post-Earnings Dip Makes No Sense, Buy
1、CrowdStrike的Falcon平台凭借AI集成和SaaS订阅模式在市场上领先;2、公司具有巨大的增长潜力,预计到CY29年总可服务市场(TAM)将达到2500亿美元;3、令人印象深刻的财务表现支持每股585美元的目标价。1. CrowdStrike's Falcon Platform leads the market with AI integration and a SaaS subscription model; 2. The company has substantial growth potential with a projected TAM of $250 billion by CY29; 3. Impressive financial performance supports a target price of $585 per share.
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