bullish

Crowdstrike Holdings Inc

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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  • 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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