CrowdStrike Will Benefit Derivatively From 'AI Revolution,' Wedbush Says

MT Newswires Live12-04

CrowdStrike's (CRWD) growth potential is being underestimated by investors as a derivative beneficiary of the "AI Revolution," as the company is on the path for growth in the coming years, Wedbush said in a Wednesday note.

The company's Q3 net new annual recurring revenue beat consensus estimates with a 73% increase year over year, helping drive total annual recurring revenue to $4.92 billion, up 23% from a year ago. The growth was fueled by demand for Cloud security, Identity protection, Security Information and Event Management, and Charlotte AI agent products, Wedbush analysts said.

CrowdStrike's FalconFlex flexible licensing option continues to drive adoption of its Falcon cybersecurity platform, with Flex Accounts reaching over $1.35 billion in annual recurring revenue, according to the note.

The company remains the "gold standard" in cybersecurity, the analysts said.

Wedbush maintained the company's stock rating at outperform and price target at $600. The firm also kept CrowdStrike on its IVES AI 30 List and Wedbush Best Ideas List.

Price: 505.54, Change: -11.01, Percent Change: -2.13

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