Oppenheimer just gave CrowdStrike a solid Outperform rating, but here's the catch - analysts only see 2.19% upside from the current $501 level. Current price target sitting at $512.
The numbers tell an interesting story: - Revenue expected to grow 9.17% annually - BUT projected EPS actually declining 17.77% YoY (red flag?) - 2,994 funds/institutions holding positions (down 19 last quarter) - Institutional ownership dropped 5.30% in 3 months
Major players are mixed: - Vanguard funds quietly loading up (added 2.85-3.19% more shares) - JPMorgan and Geode taking profits (cut allocations by 50-90%) - Jennison Associates bailing out (-7.15% shares)
The put/call ratio at 1.07 screams bearish sentiment despite the Outperform call. Classic disconnect between analyst cheerleading and real money moving. Worth watching which way this resolves.
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CrowdStrike (CRWD) Gets Oppenheimer's Thumbs Up
Oppenheimer just gave CrowdStrike a solid Outperform rating, but here's the catch - analysts only see 2.19% upside from the current $501 level. Current price target sitting at $512.
The numbers tell an interesting story:
- Revenue expected to grow 9.17% annually
- BUT projected EPS actually declining 17.77% YoY (red flag?)
- 2,994 funds/institutions holding positions (down 19 last quarter)
- Institutional ownership dropped 5.30% in 3 months
Major players are mixed:
- Vanguard funds quietly loading up (added 2.85-3.19% more shares)
- JPMorgan and Geode taking profits (cut allocations by 50-90%)
- Jennison Associates bailing out (-7.15% shares)
The put/call ratio at 1.07 screams bearish sentiment despite the Outperform call. Classic disconnect between analyst cheerleading and real money moving. Worth watching which way this resolves.