CrowdStrike Fal.Con 2026大会发布FY28 NNARR增长20%+指引，大幅超出市场一致预期11%，股价盘中已涨约5%

CrowdStrike's ( CRWD ) Fal.Con 2026, held this week in Las Vegas, unveiled a slate of new AI-powered products, strategic partnerships with industry leaders, and guidance for fiscal year 2028 that impressed the financial analysts in attendance. Shares edged up 5% by noon trading on Thursday. "This year's Fal.Con was one of the most innovative and impressive user conferences we've seen in over a decade, with a record >10K attendees (surpassing the previous year's >8K) and a 'who's who' of speakers, which included NVIDIA ( NVDA ), Intel ( INTC ), and both leading frontier labs," said Jefferies analyst Joseph Gallo in a Thursday investor note. "Additionally, the number of cyber vendors attending made this feel like an industry conference, which again speaks to the growing ecosystem built around CRWD." CrowdStrike also provided new numbers to back up its momentum in a post-Mythos world. "CRWD guided FY28 NNARR (not accounting for churn) to grow 20%+ yoy vs. consensus estimates for 11% yoy growth," Gallo noted. "This implies 24.6% yoy total ARR growth in FY28 (vs cons 22.8% yoy; also note this compares to Fal.Con 2025 preliminary guided 20%+ yoy total NNARR growth in FY27). While it's natural to assume the same potential upside as seen in FY27 (CRWD has raised yoy NNARR growth guide of 20%+ by $220M to 34% yoy NNARR growth with 2 quarters remaining), we remind investors CRWD will be growing off a larger base/tougher comp." During the conference, tech titan Nvidia highlighted CrowdStrike as its most important security partner. Jefferies has a Buy rating and $240 price target on CrowdStrike. CrowdStrike also emphasized how the rising number of ever-more-sophisticated AI agents has exacerbated the amount of cybersecurity threats. "CRWD has seen AI agents trigger 2.5x as many detections as humans, while the number of registered CVEs reached 7,400 in June, up 96% y/y," said Susquehanna analyst Shyam Patil in a note. "The company has also observed nearly as many agentic adversaries in the last month as it had during the prior six months, underscoring how quickly both the volume and speed of AI-driven threats are increasing." Susquehanna has a Positive rating and a $265 price target on the stock.