As we've seen, the global economy depends on CrowdStrike (CRWD), and their shares are down again today after a sharp selloff for 2 week in a row. 

Is this a buying opportunity?  
 #The Most Important Thing

The Most Important Thing

As we've seen, the global economy depends on CrowdStrike (CRWD), and their shares are down again today after a sharp selloff for 2 week in a row.   Is this a buying opportunity?    #The Most Important Thing

Bobby

The incident is seen as a wake-up call for the industry, urging both vendors and customers to push for higher standards to avoid similar occurrences.

Todd Smith

It’ll come back but I bet there’s more short term pain ahead

https://www.fool.com/investing/2024/07/28/should-you-buy-crowdstrike-stock-3-analysts-weigh/

Worth a gamble in this range

https://www.fool.com/investing/2024/08/02/crowdstrike-crashed-more-than-30-2-reasons-to-buy/

Worth a gamble in this range  https://www.fool.com/investing/2024/08/02/crowdstrike-crashed-more-than-30-2-reasons-to-buy/

Can CrowdStrike win back the confidence of investors and customers?

CrowdStrike Crashed More than 30% -- 2 Reasons to Buy the Stock and 1 Reason to Sell | The Motley Fool

I’m Sam, I’m the curriculum director at Gregorio Perfecto High School in Manila, Philippines. I’ve been an educator and administrator for just over 25 years. Our school is spending a good amount on edtech, but I don’t feel like we’re getting the most out of it. I’d love to learn from everyone what is working for them. Thanks!

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Edtech Innovation

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REAL Truth

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Sam Mendoza

It’ll come back but I bet there’s more short term pain ahead  https://www.fool.com/investing/2024/07/28/should-you-buy-crowdstrike-stock-3-analysts-weigh/

The recent outage may or may not present an opportunity, but investors should approach this question carefully.

Should You Buy CrowdStrike Amid Its Crisis? 3 Analysts Weigh In. | The Motley Fool

Nate

I just spent a relaxing week at the beach that started in turmoil: Mine was one of more than 3,500 Delta flights canceled as a result of a CrowdStrike-sparked outage that also shut down hospital, bank and courthouse systems. 

While Delta’s still on the hot seat with transportation regulators, Wall Street seems to have largely forgiven CrowdStrike—though the stock’s after-hours drop Monday show how skittish investors can be. 

Two reports from last Monday predicted that CrowdStrike would be able to absorb the financial damage and bad rap from a July 19 software update that backfired. The stock rose 1% in regular trading, a contrast with more than 1% losses in cybersecurity rivals SentinelOne and Palo Alto Networks.

J.P. Morgan’s Brian Essex shaved 13% from his past yearly estimates of net annual recurring revenue generated by CrowdStrike’s software sales and reduced his estimates on cash flow. But Essex said he viewed the incident as a “black swan event” and thought the company’s quick responses will support “the business and the brand longer term.” 

Morgan Stanley’s Hamza Fodderwala was even more optimistic, estimating a 3.3% hit to CrowdStrike’s net new ARR as some customers pause on new deals. 

Notably, both analysts aren’t predicting a big loss from irate customers asking for compensation, in part because many likely have insurance against these risks. J.P. Morgan guessed CrowdStrike might have to put aside $500 million for potential legal action and related costs. As a bullish sign, noted Morgan Stanley, CrowdStrike doesn’t appear to have granted concessions or credits to its customers. 

CrowdStrike isn’t out of the woods yet. The stock lost 6% in after-hours trading after CNBC reported Delta hired the law firm of Boies Schiller Flexner, presumably presaging a lawsuit. Such losses, if they roll into Tuesday’s session, would add to the stock’s 25% decline since revealing the outage. 

CrowdStrike investors could win if Wall Street’s rosy projections on growth are right. But they’re likely in for a bumpy ride.

I just spent a relaxing week at the beach that started in turmoil: Mine was one of more than 3,500 Delta flights canceled as a result of a CrowdStrike-sparked outage that also shut down hospital, bank and courthouse systems.   While Delta’s still on the hot seat with transportation regulators, Wall Street seems to have largely forgiven CrowdStrike—though the stock’s after-hours drop Monday show how skittish investors can be.   Two reports from last Monday predicted that CrowdStrike would be able to absorb the financial damage and bad rap from a July 19 software update that backfired. The stock rose 1% in regular trading, a contrast with more than 1% losses in cybersecurity rivals SentinelOne and Palo Alto Networks.  J.P. Morgan’s Brian Essex shaved 13% from his past yearly estimates of net annual recurring revenue generated by CrowdStrike’s software sales and reduced his estimates on cash flow. But Essex said he viewed the incident as a “black swan event” and thought the company’s quick responses will support “the business and the brand longer term.”   Morgan Stanley’s Hamza Fodderwala was even more optimistic, estimating a 3.3% hit to CrowdStrike’s net new ARR as some customers pause on new deals.   Notably, both analysts aren’t predicting a big loss from irate customers asking for compensation, in part because many likely have insurance against these risks. J.P. Morgan guessed CrowdStrike might have to put aside $500 million for potential legal action and related costs. As a bullish sign, noted Morgan Stanley, CrowdStrike doesn’t appear to have granted concessions or credits to its customers.   CrowdStrike isn’t out of the woods yet. The stock lost 6% in after-hours trading after CNBC reported Delta hired the law firm of Boies Schiller Flexner, presumably presaging a lawsuit. Such losses, if they roll into Tuesday’s session, would add to the stock’s 25% decline since revealing the outage.   CrowdStrike investors could win if Wall Street’s rosy projections on growth are right. But they’re likely in for a bumpy ride.

But it’s probable that others may follow suit 

https://www.streetinsider.com/dr/news.php?id=23483166&gfv=1

But it’s probable that others may follow suit   https://www.streetinsider.com/dr/news.php?id=23483166&gfv=1

We just deleted Crowdstrike from all our systems, so no rollouts at all

Bobby

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