瑞穗以 Falcon Guardian 早期反馈强劲为由上调 CrowdStrike 目标价至 275 美元

CrowdStrike ( CRWD ) was in focus on Thursday as Mizuho upped its price target to $275 from $250, citing strong early feedback on its Guardian product. “Our recent checks surfaced encouraging AI security data points for CRWD. In particular, partners have characterized Falcon Guardian as a substantial expansion of CRWD’s earlier AIDR capabilities,” Mizuho analyst Gregg Moskowitz wrote in a note to clients. “In addition, a couple of partners indicated that Guardian is carrying a significantly higher price point than AIDR. While details remain limited at this early stage, the potential uplift suggests a meaningful incremental monetization opportunity. Several partners also highlighted a robust pipeline for Guardian, reinforcing our conviction in CRWD’s AI security opportunity. While we acknowledge CRWD's rich multiple, we believe CRWD has multiple avenues to drive strong growth, including Falcon Flex and its emerging AI security portfolio, creating a compelling opportunity for ARR upside.” Moskowitz reiterated his Outperform rating on CrowdStrike.