UBS分析师在一份研究报告中指出，CrowdStrike的一季度业绩未能达到市场预期。其2.56亿美元的新增年度经常性收入低于投资者的期望，且2%的业绩超预期幅度远低于过去几个季度相对稳定的10%以上的超预期节奏。分析师认为，未来的主要争论焦点将围绕这种“业绩超预期的节奏”将如何演变。
不过，管理层谈及了创纪录的销售管道，并显著提高了对第二季度及整个财年的新增年度经常性收入展望。分析师补充道，他们预计Anthropic的Mythos最终将成为网络安全支出的推动力。
UBS维持对该股的买入评级，并将其目标股价从525美元上调至790美元。CrowdStrike股价下跌7%，至693.97美元。
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