8月27日，CrowdStrike盘后上涨6.24%，报201.66美元/股，成交额8634.59万美元。公司于当日盘后公布第二季度业绩，叠加财报前夕多家机构密集上调目标价，推动股价走强。
消息面上，Benchmark将目标价上调至250美元，巴克莱由169美元大幅上调至235美元，杰富瑞上调至230美元，均维持"增持"评级。市场一致预期本季度营收14.40亿美元，同比增长25.30%，调整后每股收益0.29美元，EBIT同比增长50.82%。此外，软件板块单月飙升24%，已公布业绩的13家软件公司全部超预期，板块高景气度为网安股提供估值支撑。行业层面，AI推理市场扩张正为网络安全带来新增需求，CrowdStrike近期与Cerebras等公司达成合作，持续深化AI检测与响应能力布局。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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