2024-05-30 10:49:34 ET
Summary
- CrowdStrike has a flawless earnings surprise history over the last sixteen quarters, which increases the probability of another strong beat versus consensus estimates.
- The company demonstrates strong performance across all vital business metrics, with accelerating ARR growth and rock-solid customer retention rates.
- CrowdStrike's expanding strategic partnerships with cloud and AI companies increase the likelihood of positive forward-looking comments during the earnings call.
- Current valuation is attractive, according to my discounted cash flow simulation.
Investment thesis
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For further details see:
CrowdStrike: Poised To Deliver Another Strong Quarter