异动解读|CrowdStrike盘中上涨3.1%,大摩上调目标价至610美元叠加KeyBanc喊出700美元高目标

行情直击
May 20

5月20日,CrowdStrike盘中上涨3.1%,报636.005美元/股,成交额6.74亿美元,延续近期连续上攻势头。

消息面上,摩根士丹利将CrowdStrike目标价从510美元上调至610美元,维持跑赢大盘评级,指出公司Falcon平台需求强劲,Falcon Flex模式在大型平台整合机会和新客户部署方面贡献突出,下一代SIEM业务成为最强增长引擎。此外,KeyBanc此前将目标价从525美元大幅上调至700美元,为目前卖方最高目标价,看好公司在AI安全领域的领先优势及Project QuiltWorks带来的需求爆发。近一周内已有BTIG、加拿大皇家银行、Rosenblatt等多家机构密集上调目标价,市场共识均值目标价已升至525美元以上,机构看多信号明确。

(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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