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Top related persons:
Morgan Stanley - 2 Hamza Fodderwala - 1 Fodderwala - 1 CNBC's Michael Bloom - 1 Tesla - 1 Canaccord - 1 it's bullish - 1 it's - 1
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CrowdStrike China Underperform ORLY
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Companies - 1 Web Services - 1 UBS - 1 Netflix - 1 Disney - 1 Pagaya Technologies - 1 MCW - 1 OW - 1

Search resuls for: "Morgan Stanley downgrades CrowdStrike"


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☆ Morgan Stanley downgrades CrowdStrike ahead of earnings
  + stars: | 2023-08-28 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
Morgan Stanley is worried about CrowdStrike ahead of the company's latest earnings report this week. "Another cut to consensus CY23/24 annual recurring revenue estimates seems likely, while risk-reward seems more balanced now." CrowdStrike, which is set to report earnings Wednesday after market close, has gained more than 23% in the past six months. Amazon Web Services, which CrowdStrike's largest go-to market partner and accounts for 10% of its annual recurring revenue, Limited upside in free cash flow: Customers are increasingly desiring annual upfront payments. With management planning towards $10 billion annual recurring revenue longer term, the analyst expects necessary investment in new product categories, like security analytics, that should result in modest operating leverage over the next few years.
Persons: Morgan Stanley, Hamza Fodderwala, Fodderwala, CNBC's Michael Bloom Organizations: Companies, Web Services Locations: CrowdStrike
☆ Here are Monday's biggest analyst calls: Tesla, Netflix, Disney, Amazon, Alphabet, Nike, Costco & more
  + stars: | 2023-08-28 | by ( Michael Bloom | ) www.cnbc.com   time to read: +8 min
UBS reiterates Netflix as buy UBS said it's standing by its buy rating on shares of the streaming giant. Morgan Stanley reiterates Ambarella as overweight Morgan Stanley said it's bullish on shares of the semiconductor company heading into earnings this week. " UBS reiterates Disney as buy UBS said it's standing by its buy rating on shares of the entertainment giant. Morgan Stanley downgrades CrowdStrike to equal weight from overweight Morgan Stanley said it's cautious heading into earnings later this week. Morgan Stanley names LifeStance Health Group a top pick Morgan Stanley said shares of the behavioral health company are compelling.
Persons: Tesla, Canaccord, it's bullish, it's, Morgan Stanley, Ambarella, JMP, Piper Sandler, Piper, Bernstein, L3Harris, Evercore, Jefferies, Morgan Stanley downgrades CrowdStrike, Zimmer, BTIG, Wells, Dwight, Truist, Wolfe, Stifel, defensives Organizations: UBS, Netflix, Disney, Pagaya Technologies, MCW, OW, JetBlue, " Bank of America, Bank of America, Akero Therapeutics, RBC, Tetra Tech, Tech, Amazon, LifeStance Health, Mobility, UGI Corporation, TAM, Nike, NIKE, Endeavor Group, Media, Entertainment, Costco, AutoZone, Walmart Locations: China, Underperform, ORLY
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