FY3Q23: If It’s All Macro, Do You Buy the Dip?

Buy the dip in Crowdstrike. Still a top software asset with 30% FCF margins and share gains still to come, macro headwinds are now in the numbers. Can return to beat and raise.

Equity Bottom-Up

359 Views, 01 Dec 2022 00:00

Aaron has highlighted this Insight as a Top Pick

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Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

Obex Capital Research

United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

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Insight Stream

FY3Q23: If It’s All Macro, Do You Buy the Dip?
01 Dec 2022
Crowdstrike FY2Q23: FY2Q23: Not Just Endpoint, Identity and SIEM Accelerating Too
02 Sep 2022
Crowdstrike FY1Q23: Share Gains Will Lead to Share Gains
04 Jun 2022
Crowdstrike Analyst Day: Why It’s a Buy at 23x Forward P/S
10 Apr 2022

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