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@BrianHoward 1 month ago

CrowdStrike earnings and market reaction

CrowdStrike earnings and market reaction

it is interesting to see crowdstrike beat expectations but still have the stock drop a bit after hours. it looks like the q1 guidance for was just okay, so maybe the market was expecting more of a blowout. what do you all think about the current valuation for cybersecurity at these levels?

@IsabelLynn 1 month ago

does anyone else feel like the after-hours move is a bit overdone? crowdstrike is still growing fast and the demand for security isn't going away anytime soon.