Crowdstrike Holdings Inc (US22788C1053)
 

420,55 USD

Stand (close): 22.08.25

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Datum / Uhrzeit Titel Bewertung
24.08.25 18:00:00 Nvidia, Alibaba, CrowdStrike, Snowflake, Inflation, and More to Watch This Week
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** HP, Chewy, Alibaba, Best Buy, Dollar General, and more also will report earnings. On the economic front, we’ll see inflation numbers from several sources and a housing data release. Continue Reading View Comments
24.08.25 17:09:16 Guru Fundamental Report for CRWD
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Below is Validea's guru fundamental report for CROWDSTRIKE HOLDINGS INC (CRWD). Of the 22 guru strategies we follow, CRWD rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentum model looks for stocks with strong and consistent intermediate-term relative performance. CROWDSTRIKE HOLDINGS INC (CRWD) is a large-cap growth stock in the Software & Programming industry. The rating using this strategy is 94% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest. The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria. DEFINE THE UNIVERSE:PASSTWELVE MINUS ONE MOMENTUM:PASSRETURN CONSISTENCYPASSSEASONALITYNEUTRAL Detailed Analysis of CROWDSTRIKE HOLDINGS INC CRWD Guru Analysis CRWD Fundamental Analysis More Information on Wesley Gray Wesley Gray Portfolio About Wesley Gray: Wesley Gray is the founder of Alpha Architect and the author (along with co-author Jack Vogel) of "Quantitative Momentum A Practitioner's Guide to Building a Momentum-Based Stock Selection System". He is also the author (along with co-author Tobias Carlisle) of "Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors". He is an industry recognized expert in the application of quantitative investing strategies. Wes is also a former Marine and has his Phd from the Univerisity of Chicago, where he studied under Nobel Prize winner Eugene Fama. Additional Research Links Top NASDAQ 100 Stocks Top Technology Stocks Top Large-Cap Growth Stocks High Momentum Stocks Top Chip Stocks High Insider Ownership Stocks About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
24.08.25 17:00:02 NVDA Earnings, PCE and Other Key Things to Watch this Week
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Markets enter a defining week following Friday's dramatic turnaround that saw the S&P 500 ($SPX [https://www.barchart.com/futures/quotes/$SPX/overview]) (SPY [https://www.barchart.com/etfs-funds/quotes/SPY/overview]) and Dow hit new highs after Fed Chair Jerome Powell's game-changing Jackson Hole speech declared that conditions "may warrant" rate cuts. The market rally struggled for much of last week, particularly hitting Nasdaq and growth stocks hard, before Powell's dovish pivot triggered a powerful Friday rebound that lifted indexes and leading stocks from or above key technical levels. The key question facing investors is whether Friday's growth stock resurgence represents a sustainable reassertion of market leadership or merely a one-off relief rally, with defense plays having shown relative strength during the week's volatility but finishing with more muted gains. Wednesday's Nvidia (NVDA [https://www.barchart.com/stocks/quotes/nvda]) earnings and guidance will serve as the ultimate test for both the market rally's sustainability and which sectors will lead going forward. The week also brings Friday's Core PCE Price Index alongside Q2 GDP revisions and a packed earnings calendar featuring cloud computing and AI infrastructure companies. Here are 5 things to watch this week in the Market. NVIDIA'S AI EMPIRE ASSESSMENT Wednesday's Nvidia (NVDA [https://www.barchart.com/stocks/quotes/nvda]) earnings represent the week's most consequential event, serving as both a litmus test for the AI infrastructure buildout and a catalyst that could determine market leadership going forward. The results will be closely scrutinized for data center revenue growth, gaming segment performance, and crucially, management's guidance about future AI chip demand and pricing trends. Nvidia's commentary on customer inventory levels, competition from custom chips developed by hyperscalers, and the sustainability of current AI investment cycles will be particularly important given recent volatility in technology stocks and Friday's dramatic growth stock rebound. The earnings come at a critical juncture as investors question whether growth stocks can maintain momentum following Powell's dovish Jackson Hole comments or if recent defensive rotations will resume. Nvidia's results could significantly influence not only semiconductor stocks but also cloud computing companies, AI infrastructure plays, and the broader technology sector that has driven much of this year's market gains. POWELL PIVOT FOLLOW-THROUGH AND FED POLICY Friday's Core PCE Price Index at 8:30am will provide the Federal Reserve's preferred inflation measure, taking on heightened significance following Powell's Jackson Hole speech that opened the door to rate cuts by suggesting conditions "may warrant" policy adjustments. Both month-over-month and year-over-year readings will be closely watched for evidence supporting Powell's more dovish stance or potential contradictions that could complicate the Fed's messaging. The data arrives as markets have rapidly repriced rate cut expectations, with September 17 odds around 85% and investors betting on multiple cuts through year-end. Wednesday's FOMC meeting minutes at 2pm will provide additional context for interpreting Powell's Jackson Hole pivot, offering insights into the internal Fed discussions that shaped recent policy thinking. Any significant deviation in inflation data from expectations could either reinforce or undermine Powell's dovish shift, creating substantial volatility in rate-sensitive sectors. CLOUD COMPUTING AND CYBERSECURITY EARNINGS Wednesday brings a critical test for cloud infrastructure and cybersecurity sectors with Snowflake (SNOW [https://www.barchart.com/stocks/quotes/snow]) and CrowdStrike (CRWD [https://www.barchart.com/stocks/quotes/crwd]) reporting alongside Nvidia. Snowflake's results will provide insights into data analytics demand and cloud data warehouse adoption amid ongoing enterprise digital transformation trends. CrowdStrike's earnings will offer perspective on cybersecurity spending and enterprise security priorities, particularly important given increasing global cyber threats and regulatory compliance requirements. These results will help determine whether Friday's growth stock rally can sustain momentum or if recent defensive rotations will resume. Both companies represent high-growth technology plays that have been sensitive to interest rate expectations and investor risk appetite, making their results particularly relevant following Powell's dovish comments. ECONOMIC GROWTH AND CONSUMER FUNDAMENTALS Thursday's Q2 GDP revision at 8:30am will provide an updated view of economic growth momentum, while Tuesday's durable goods orders and consumer confidence data offer insights into business investment and household sentiment. The GDP revision comes amid ongoing questions about economic sustainability and provides context for the Fed's policy deliberations following Powell's Jackson Hole speech. Consumer confidence at 10am Tuesday will be particularly important for assessing household optimism about future economic conditions and spending intentions in light of recent labor market changes. Monday's new home sales data will provide additional perspective on housing market trends amid evolving mortgage rate expectations following Powell's dovish pivot. The convergence of growth measurements and forward-looking indicators creates potential for significant market reactions if data collectively suggests accelerating or decelerating economic momentum. GLOBAL TECHNOLOGY AND GEOPOLITICAL BACKDROP The week features several international technology earnings providing global perspective on digital trends and enterprise spending. PDD Holdings (PDD [https://www.barchart.com/stocks/quotes/pdd]) Monday will offer insights into Chinese e-commerce and consumer behavior, while Alibaba (BABA [https://www.barchart.com/stocks/quotes/baba]) Friday provides additional perspective on Asian market dynamics. Dell (DELL [https://www.barchart.com/stocks/quotes/dell]) and Marvell (MRVL [https://www.barchart.com/stocks/quotes/mrvl]) Thursday will provide insights into enterprise hardware demand and semiconductor trends. The earnings backdrop unfolds amid ongoing geopolitical developments following Trump's meetings with Putin and Zelenskyy, which could influence international business sentiment and cross-border technology investments. Companies with significant international exposure may face questions about geopolitical risks and supply chain considerations during their earnings calls. Best of luck this week and don't forget to check out my daily options article [https://www.barchart.com/news/authors/113/gavin-mcmaster]. _ On the date of publication, Gavin McMaster [https://www.barchart.com/news/authors/113/gavin-mcmaster] had a position in: SPY [https://www.barchart.com/quotes/SPY] . All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here [https://www.barchart.com/terms#disclosure]. _
24.08.25 11:55:12 Nvidia earnings set to test AI trade with stocks near record highs: What to watch this week
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Stocks ended the week in rally mode after Federal Reserve Chair Jerome Powell opened the door for a September interest rate cut. In the week ahead, earnings from Nvidia (NVDA) will see the world's largest company and AI leader test a summer rally that has stocks back near record highs. After slump earlier in the week, a massive surge following Powell's comments in Jackson Hole left the Dow Jones Industrial Average (^DJI) at a record high and other indexes roaring. The S&P 500 (^GSPC) rose 0.3% on the week, while the Nasdaq Composite (^IXIC) slipped 0.5%. The Dow gained 1.5%. Nvidia's quarterly earnings release after the bell on Wednesday will be the week's key event, with updates on inflation, GDP growth, home sales, and consumer sentiment featuring on an economic calendar that will be busier than the earnings calendar. Outside of Nvidia, reports from Dell (DELL), Dick's Sporting Goods (DKS), Best Buy (BBY), Dollar General (DG), and Abercrombie & Fitch (ANF) will serve as the corporate highlights. SNP - Delayed Quote•USD (^GSPC) Follow View Quote Details 6,466.91 +96.74 +(1.52%) At close: August 22 at 4:40:39 PM EDT ^GSPC^DJI ^IXIC Advanced Chart The door has 'opened wider' During what was likely his final speech at the Jackson Hole Symposium as Fed chair, Jerome Powell told the audience the "shifting balance of risks may warrant adjusting our policy stance." For investors, the words "may warrant" became a green light on rate cuts next month. Markets rallied in kind. In his speech, Powell highlighted that "downside risks to employment are rising," while "a reasonable base case is that the effects [of tariffs on inflation] will be relatively short-lived." JPMorgan's chief US economist, Michael Feroli, told clients in a note on Friday Powell's comments indicated the "door to a September cut opened wider." And market pricing suggested as much — investors were placing 85% odds on Friday that Fed will cut interest rates by a quarter of a percentage point at its September meeting, per the CME FedWatch Tool. These rate cut hopes will be put to the test on Friday with the release of the Personal Consumption Expenditures (PCE) index, the Fed's preferred inflation measure. Economists expect annual "core" PCE — which excludes the volatile categories of food and energy — to have clocked in at 2.9% in July, up from the 2.8% seen in June. This would mark the highest annual increase since February. Over the prior month, economists project "core" PCE at 0.3%, unchanged from June. "Tariff-related price pressures are broadening across the goods sector and appear to be spilling over into the services sector," wrote economists at Wells Fargo in a note. Story Continues "We ultimately expect core PCE inflation to peak slightly above 3% by the end of the year. With inflation drifting in the wrong direction and the labor market losing momentum, the Federal Reserve faces difficult trade-offs in balancing its dual mandate." Nvidia earnings on deck The largest stock in the market is slated to report quarterly results after the bell on Wednesday. Wall Street expects Nvidia to report earnings per share of $1.01 on revenue of $46.13 billion. A slew of Wall Street analysts have raised their price targets on Nvidia leading into the release, but at least one of those analysts warned the quarter may not impress to the level investors have become accustomed to over the past several years. "We expect NVDA to report strong [second quarter] results and guide [third quarter] slightly below consensus, as we expect NVDA's outlook to exclude direct revenue from China given pending license approvals and uncertainty on timing," Keybanc analyst John Vinh wrote in a note to clients on Aug. 19. Still, Vinh boosted his price target on the AI chip leader to $215 from $190, as he expects Nvidia's outlook to improve into next year. Nvidia shares entering the release are up 32% this year and have nearly doubled since the market bottom in April. NasdaqGS - Delayed Quote•USD (NVDA) Follow View Quote Details 177.99 +3.01 +(1.72%) At close: August 22 at 4:00:00 PM EDT NVDA^GSPC Advanced Chart The broadening begins Nvidia's earnings release comes at a precarious moment for the broader AI trade, which, outside of Friday's all-encompassing rally, has largely hit pause over the past few weeks. So far in August, the Information Technology sector (XLK) has been the worst performer in the S&P 500. Citi's head of trading strategy, Stuart Kaiser, wrote in a note to clients on Aug. 20 that he expects "sentiment selling" in the tech and AI trade to clear quickly unless Nvidia "posts a large disappointment." In other words, Kaiser sees the tech trade picking back up that started Friday as likely to continue. As tech has taken a back seat, some of this year's laggards have become the leaders. As markets believe the Fed is inching closer to cutting rates, interest rate-sensitive areas of the market have soared higher. The small-cap Russell 2000 (^RUT) index is up 5% over the past month, while the SPDR S&P Homebuilders ETF (XHB) is up over 10%. In that same time period, the S&P 500 is up just 2.6%. "We’ve changed back to a market condition that is more about rotation than the outright risk aversion," Interactive Brokers chief strategist Steve Sosnick wrote in a note on Aug. 20. Weekly Calendar Monday Economic data: Chicago Fed activity index, July (-0.10 prior); New home sales, month-over-month, July (+0.1% expected, +0.6% prior); Dallas Fed manufacturing activity, August (+0.9 prior); New home sales, month over month, July (+0.1% expected, +0.6% prior) Earnings: No notable earnings. Tuesday Economic data: FHFA house price index, month over month, June (-0.2% prior); S&P CoreLogic Case-Shiller 20-City, year over year, non-seasonally adjusted (+2.8% prior); Conference Board Consumer Confidence, August (96.4 expected, 97.2 prior); Richmond Fed manufacturing index, August (-20 prior) Earnings: BMO (BMO), MongoDB (MDB), Okta (OKTA), PVH (PVH) Wednesday Economic data: MBA Mortgage Applications, week ending Aug. 22 (-1.4% prior) Earnings: Nvidia (NVDA), Abercrombie & Fitch (ANF), CrowdStrike (CRWD), Five Below (FIVE), HP (HP), Kohl's (KSS), Pure Storage (PSTG), Snowflake (SNOW), The J.M. Smucker Company (SJM), Urban Outfitters (URBN), Williams-Sonoma (WSM) Thursday Economic data: Second quarter GDP, second estimate (+3.1% annualized rate expected, +3% prior); Second quarter personal consumption, second estimate (+1.4% previously); Initial jobless claims, week ended Aug. 23 (235,000 prior); Pending home sales, month over month, July (+0.2% expected, -0.8% prior) Earnings: Affirm (AFRM), Best Buy (BBY), Bath & Body Works (BBWI), Dick's Sporting Goods (DKS), Dell (DELL), Dollar General (DG), Gap (GAP), Marvell (MRVL), Petco (WOOF), TD Bank (TD), Ulta (ULTA) Friday Economic data: PCE inflation, month over month, July (+0.2% expected, +0.3% prior); PCE inflation, year over year, July (+2.6% expected, +2.6% previously); "Core" PCE, month over month, July (+0.3% expected, +0.3% prior); "Core" PCE, year over year, July (+2.9% expected; +2.8% prior); University of Michigan consumer sentiment, August final reading (58.6 expected, 58.6 prior); wholesale inventories, month-over-month, July preliminary (+0.1% prior); MNI Chicago PMI, August (45.2 prior, 47.1 expected) Earnings: Alibaba (BABA) Josh Schafer is a reporter for Yahoo Finance. Follow him on X @_joshschafer. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments
24.08.25 10:13:52 How Does CrowdStrike Stack Up After Announcing a $1.3B Buyback Program?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** If you are trying to decide what to do with your CrowdStrike Holdings shares, you are not alone. It is easy to see why, with the stock trailing off about 10% in the past month and giving up some of its momentum from earlier this year. Even so, longer-term investors have reasons to smile: the stock is up 21% year-to-date and over 54% when you look back at the past twelve months. It is even more impressive over the last five years, returning north of 250%, which is hard to ignore in the cybersecurity sector. Recent headlines have swayed risk perceptions for both the bulls and the bears. Some investors are focused on the prospects for CrowdStrike’s continued revenue growth, while others are keeping a close eye on profitability and valuation. Despite ongoing double-digit top-line growth and improving net income, the company’s valuation score currently stands at 0 out of 6. This means it is not undervalued by any of the major valuation checks used to screen for bargains. So, the obvious question is, with all this momentum and growth, is CrowdStrike worth its current price? Let’s break down how analysts and valuation models weigh in. Stick around until the end, because there is an often-overlooked angle on valuation that could change the way you view this stock. CrowdStrike Holdings delivered 54.9% returns over the last year. See how this stacks up to the rest of the Software industry. Approach 1: CrowdStrike Holdings Cash Flows A Discounted Cash Flow (DCF) model projects a company’s future cash flows and discounts them back to today’s value, providing an estimate of its intrinsic worth. For CrowdStrike Holdings, the most recent twelve months resulted in Free Cash Flow of $1.02 billion, which is a notable figure in the software sector. Looking ahead, analysts expect this cash generation to accelerate. By 2030, the company’s Free Cash Flow is projected to rise to $4.03 billion. This significant growth reflects strong business momentum and confidence in CrowdStrike’s long-term prospects. Based on these projections, the DCF model calculates CrowdStrike’s intrinsic fair value at $340.53 per share. In comparison to the company’s current share price, this valuation indicates the stock is approximately 23.5% overvalued, meaning it currently trades well above what the projected cash flows would suggest. This classic cash-flow approach suggests that, despite CrowdStrike’s solid growth story, its stock price is running higher than the underlying fundamentals support at this time. Result: OVERVALUED CRWD Discounted Cash Flow as at Aug 2025 Our DCF analysis suggests CrowdStrike Holdings may be overvalued by 23.5%. Find undervalued stocks based on DCF analysis or create your own screener to find better value opportunities. Story Continues Approach 2: CrowdStrike Holdings Price vs Sales The Price-to-Sales (P/S) ratio is often used to value fast-growing tech companies like CrowdStrike, especially when profits are still ramping up. This metric helps investors compare the stock price to the company’s revenue, making it a solid fit for businesses in the software sector that are prioritizing sales growth while reinvesting for future gains. Typically, higher growth prospects and lower risks support a higher P/S ratio. In contrast, mature industries or higher risks push this ratio lower. What counts as a “fair” P/S multiple depends on how quickly a company can scale its sales and margins compared to competitors, as well as the outlook for the broader tech industry. CrowdStrike currently trades at a P/S ratio of 25.34x. This is almost twice the peer average of 13.77x and significantly above the industry average of 5.21x for software stocks. According to the Simply Wall St Fair Ratio, which takes into account industry trends, profitability, and the company’s unique growth outlook, a P/S of 16.97x would be justified for CrowdStrike at this time. Since the actual multiple is well above the fair value suggested by these factors, it points toward the stock being overvalued on a sales basis at the current price. Result: OVERVALUED NasdaqGS:CRWD PS Ratio as at Aug 2025 PS ratios tell one story, but what if the real opportunity lies elsewhere? Discover companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your CrowdStrike Holdings Narrative Rather than relying solely on traditional numbers, Narratives offer an easier, more dynamic way to make investment decisions by telling the story behind a company’s fair value and forecasts for growth, profits, and margins. A Narrative connects the dots by linking what’s happening in CrowdStrike’s world—such as its strategy, risks, and growth drivers—to a personal financial outlook, and then directly to what you believe is a fair price for the stock. On the Simply Wall St platform, Narratives are accessible tools embraced by millions of investors, helping you move beyond the surface and decide with more confidence whether to buy, sell, or hold. This is achieved simply by comparing your Fair Value with the current Price. Best of all, your Narrative updates automatically whenever new information, such as breaking news or earnings reports, changes the underlying story or forecasts. For example, one investor might view CrowdStrike’s ambitious $10B ARR target and industry dominance as justification for a Fair Value of $610, while another, weighing the risks of market competition and execution, lands at $113. Both perspectives are instantly visible and easily updated as conditions evolve. For CrowdStrike Holdings, we’ll make it easy by providing previews of two leading CrowdStrike Holdings Narratives: 🐂 CrowdStrike Holdings Bull Case Fair Value: $431.24 Current price is approximately 2.5% undervalued compared to the narrative fair value. Revenue Growth Rate: 18% CrowdStrike’s cloud-native Falcon platform offers modular and flexible cybersecurity solutions that customers can easily customize and expand. The company achieves strong annual recurring revenue growth, targeting $10B by FY2031, and maintains a healthy balance of equity to debt alongside an impressive return on equity. Despite past setbacks, the narrative expects continued growth in ARR, attractive returns on investment, and considers the stock undervalued with solid future free cash flows. 🐻 CrowdStrike Holdings Bear Case Fair Value: $324.30 Current price is approximately 29.7% overvalued compared to the narrative fair value. Revenue Growth Rate: 25.01% CrowdStrike leads in cloud-native security but faces risks from intense market competition, potential saturation, and dependency on cloud adoption trends. While expanding revenues, earnings are vulnerable to operational missteps, economic downturns, regulatory changes, and competition from both large incumbents and agile startups. The narrative projects high revenue growth but views the current price as significantly overvalued, even with optimistic profit margin assumptions and lofty P/E ratios continuing into the future. Do you think there's more to the story for CrowdStrike Holdings? Create your own Narrative to let the Community know!NasdaqGS:CRWD Community Fair Values as at Aug 2025 This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CRWD. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
23.08.25 16:01:33 Warum Powells Signal zur Zinssenkung die nicht-technischen Aktien am meisten angehoben hat?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here’s a 400-word summary of the text, translated into German: **Zusammenfassung: Eine wackelige Woche auf Wall Street dank eines starken Freitagshypes** Die vergangene Woche war für die Wall Street von Turbulenzen geprägt, die durch einen Verlust am Donnerstag begünstigt wurden. Doch ein starker Freitagshype, angetrieben von Andeutungen des Federal Reserve Chairman Jerome Powell über mögliche Zinssenkungen, rettete die Märkte. Powells Rede auf dem Wirtschaftssymposium in Jackson Hole, Wyoming, erfüllte die Erwartungen der Investoren und führte zu einem Aufschwung, insbesondere bei Unternehmen, die von niedrigeren Zinsen profitieren. Zyklische Unternehmen wie DuPont und Home Depot waren die Gewinner der Woche, während defensivere Branchen, darunter Bristol Myers Squibb und Costco, zurückfielen. Trotz der potenziell positiven Auswirkungen niedrigerer Zinsen, verzeichneten einige große Technologieaktien wie Meta Platforms und Microsoft nur leichte Gewinne. Ihr Erfolg hängt stärker von der aktuellen KI-Euphorie als auch von den Zinssenkungen ab. Der Dow Jones Industrial Average erreichte am Freitag ein neues Allzeithoch und übertraf seinen vorherigen Rekord aus dem frühen Dezember. Auch der S&P 500 und der Nasdaq Composite stiegen am Freitag, allerdings nicht genug, um die Verluste der letzten Woche auszugleichen. Während der Dow und der S&P 500 insgesamt zunahmen, verzeichnete der Nasdaq eine wöchentliche Verlustserie. Ein besonderes Highlight war der lang erwartete Start der ESPN Streaming-App von Disney, die das Sportkanalangebot als eigenständige Streaming-Plattform etabliert. Disney CEO Bob Iger betonte, dass die Erfolgsmessung nicht auf unmittelbare Abonnentenzahlen, sondern auf die langfristige Steigerung der Nutzerbindung abzielen sollte. Auch die Quartalsergebnisse von Palo Alto Networks, die deutlich über den Erwartungen lagen und positive Ausblicke für das kommende Jahr gaben, trugen zu einem starken Kursanstieg des Unternehmens bei und bestätigten die Investitionen im Zusammenhang mit der geplanten Akquisition von CyberArk. Home Depot hingegen verfehlte die Erwartungen der Analysten und markierte damit erstmals seit 2014 eine negative Umsatzentwicklung, was den Aktienkurs vorübergehend belastete. **Deutsche Übersetzung (Translation of the Summary):** **Zusammenfassung: Eine wackelige Woche auf Wall Street dank eines starken Freitagshypes** Die vergangene Woche war für die Wall Street von Turbulenzen geprägt, die durch einen Verlust am Donnerstag begünstigt wurden. Doch ein starker Freitagshype, angetrieben von Andeutungen des Federal Reserve Chairman Jerome Powell über mögliche Zinssenkungen, rettete die Märkte. Powells Rede auf dem Wirtschaftssymposium in Jackson Hole, Wyoming, erfüllte die Erwartungen der Investoren und führte zu einem Aufschwung, insbesondere bei Unternehmen, die von niedrigeren Zinsen profitieren. Zyklische Unternehmen wie DuPont und Home Depot waren die Gewinner der Woche, während defensivere Branchen, darunter Bristol Myers Squibb und Costco, zurückfielen. Trotz der potenziell positiven Auswirkungen niedrigerer Zinsen, verzeichnete einige große Technologieaktien wie Meta Platforms und Microsoft nur leichte Gewinne. Ihr Erfolg hängt stärker von der aktuellen KI-Euphorie als auch von den Zinssenkungen ab. Der Dow Jones Industrial Average erreichte am Freitag ein neues Allzeithoch und übertraf seinen vorherigen Rekord aus dem frühen Dezember. Auch der S&P 500 und der Nasdaq Composite stiegen am Freitag, allerdings nicht genug, um die Verluste der letzten Woche auszugleichen. Während der Dow und der S&P 500 insgesamt zunahmen, verzeichnete der Nasdaq eine wöchentliche Verlustserie. Ein besonderes Highlight war der lang erwartete Start der ESPN Streaming-App von Disney, die das Sportkanalangebot als eigenständige Streaming-Plattform etabliert. Disney CEO Bob Iger betonte, dass die Erfolgsmessung nicht auf unmittelbare Abonnentenzahlen, sondern auf die langfristige Steigerung der Nutzerbindung abzielen sollte. Ein besonderes Highlight war der lang erwartete Start der ESPN Streaming-App von Disney, die das Sportkanalangebot als eigenständige Streaming-Plattform etabliert. Disney CEO Bob Iger betonte, dass die Erfolgsmessung nicht auf unmittelbare Abonnentenzahlen, sondern auf die langfristige Steigerung der Nutzerbindung abzielen sollte. I hope this detailed translation and summary are helpful!
23.08.25 10:15:00 Top 3 Aktienschnäppchen für einen Aufwärtstrend
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here’s a 400-word summary of the text, followed by the German translation: **Summary (English)** Despite the broader tech rebound, several high-quality stocks are currently trading at discounts, presenting potential buying opportunities. The article highlights two stocks – CrowdStrike and Alphabet – that have experienced recent downturns due to specific challenges. **CrowdStrike (CRWD)** The cybersecurity giant suffered a significant stock drop (35%) following a July software update that caused widespread system crashes. Initially perceived as a cyberattack, the issue stemmed from an operational error in CrowdStrike’s testing department. Despite the immediate disruption, the article argues this is a “fixable problem.” Crucially, CrowdStrike’s dominance in the cybersecurity sector – fueled by its innovative Falcon agents and AI-driven platform – remains intact. The stock’s price-to-sales (P/S) ratio has decreased to under 20, aligning with its valuation during the inflationary period of early 2023. Long-term investors should view this pullback as an opportunity to acquire a fundamentally strong company poised for a return to profitable growth, anticipating a couple of quarters to recover. **Alphabet (GOOG/GOOGL)** Alphabet also faced a considerable setback when a federal judge ruled that Google maintained a monopoly through exclusive distribution contracts with vendors, including Apple. This ruling fueled speculation of a potential company breakup. While the stock has dropped 16% since its highs, it now trades at a more attractive multiple of 23 times earnings – significantly lower than other “Magnificent Seven” stocks. The article suggests the government’s most aggressive measures (like a breakup) are unlikely to survive the appeals process. A more probable outcome involves forcing Google to cease paying Apple for exclusive iPhone search engine distribution, a cost that could be absorbed without significantly impacting revenue. **German Translation:** **Zusammenfassung (Deutsch)** Obwohl der breitere Technologie-Rückgang sich fortsetzt, werden mehrere hochwertige Aktien derzeit zu einem Abschlag gehandelt, was potenzielle Kaufgelegenheiten bietet. Der Artikel beleuchtet zwei Aktien – CrowdStrike und Alphabet – die aufgrund spezifischer Herausforderungen kürzlich an Wert verloren haben. **CrowdStrike (CRWD)** Der Cybersicherheitsgigant erlitt einen erheblichen Aktienrückgang (35 %) nach einer Software-Aktualisierung im Juli, die weit verbreitete Systemabstürze verursachte. Ursprünglich als Cyberangriff wahrgenommen, war das Problem auf einen Betriebsproblem in CrowdStrikes Testabteilung zurückzuführen. Obwohl die unmittelbare Störung besteht, argumentiert der Artikel, dass dies ein “behebbares Problem” ist. Entscheidend ist, dass CrowdStrikes Dominanz im Cybersicherheitssektor – gestützt auf seine innovativen Falcon-Agenten und seine KI-gestützte Plattform – intakt bleibt. Das Verhältnis von Preis zu Umsatz (P/S) des Unternehmens ist auf unter 20 gesunken, was seiner Bewertung im frühen 2023er Inflationszeitraum entspricht. Langfristige Investoren sollten diese Korrektur als Gelegenheit ansehen, eine grundlegend starke Firma zu erwerben, die bereit ist, ihren profitablen Wachstumspfad zurückzufinden, und erwarten, dass es ein oder zwei Quartale dauert, um wieder auf Kurs zu kommen. **Alphabet (GOOG/GOOGL)** Alphabet hatte ebenfalls erhebliche Schwierigkeiten, als ein Bundesrichter befand, dass Google durch exklusive Vertriebsverträge mit Anbietern wie Apple eine Monoposition aufrechterhielt. Diese Entscheidung schürte Spekulationen über einen möglichen Unternehmensaufteilung. Obwohl der Aktienkurs um 16 % gegenüber seinen Höchstständen gesunken ist, handelt der Titel nun zu einem attraktiven Multiplikator von 23-mal dem Gewinn – deutlich niedriger als bei anderen Aktien der „Magnificent Seven“. Der Artikel deutet darauf hin, dass die aggressivsten Maßnahmen der Regierung (wie eine Aufteilung) unwahrscheinlich sind, um den Berufungsverfahren zu bestehen. Wahrscheinlicher ist, dass die Regierung Google zwingt, die Zahlung an Apple für die exklusive iPhone-Suchmaschinenverteilung einzustellen, was ohne erhebliche Auswirkungen auf die Einnahmen aufgenommen werden könnte.
23.08.25 08:51:00 Ein AI-Aktien-Deal, der alles!
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here’s a German translation of the provided text, aiming for approximately 400 words: **Zusammenfassung: Palo Alto Networks – Eine Analyse** Palo Alto Networks ist das weltweit größte Cybersecurity-Unternehmen und investiert rasant, um seine führende Position zu sichern. Das Unternehmen schützt Unternehmen, die mit Technologien wie künstlicher Intelligenz (KI) und sogar Quantencomputing experimentieren. Trotz beschleunigten Umsatzwachstums in den letzten zwei Quartalen könnte der Aktienkurs von Palo Alto derzeit günstig sein. Palo Alto Networks nutzt seine enorme Reichweite, um aggressiv in KI-basierte Lösungen zu investieren, um hochentwickerten Schutz für seine 70.000 Enterprise-Kunden zu bieten. Das Unternehmen betreibt drei distincte Cybersecurity-Plattformen: Cloud Security, Network Security und Security Operations, die kombiniert das gesamte Unternehmen schützen. Diese Plattformen verfügen über Dutzende individueller Produkte, und Palo Alto integriert KI in so viele von ihnen wie möglich, um Bedrohungserkennung, Incident Response und vieles mehr zu automatisieren. Neben der Nutzung von KI zur Verbesserung des Schutzes vor traditionellen Bedrohungen hat Palo Alto eine neue Suite von Produkten entwickelt, um Organisationen zu schützen, die regelmäßig KI-Software einsetzen – insbesondere Software von Drittanbietern. Diese Werkzeuge stehen über die neue KI Access Security Plattform zur Verfügung, die die Sicherheit von über 4.000 generativen KI-Anwendungen auf dem Markt bewertet. KI Access Security bietet Cybersecurity-Managern einen Überblick darüber, wie, wo und warum KI-Software in ihrer Organisation eingesetzt wird. Dies ist besonders nützlich, wenn Mitarbeiter sensible interne Daten in Large Language Models (LLMs) von Drittanbietern wie OpenAI eingeben, da dies eine neue Angriffsoberfläche für Hacker schafft. Die Plattform ermöglicht es Managern, bestimmte Anwendungen auszuschalten, wenn sie als zu riskant angesehen werden, und stoppt potenzielle Risiken sofort. Ein neues, frühstadiums Produkt, PAN-OS 12.1 Orion, wurde im August vorgestellt und soll Unternehmen dabei helfen, sich auf die Quantencomputer-Revolution vorzubereiten. In der Zukunft werden Quantencomputer die Arbeit bestehender Verschlüsselungsmethoden erleichtern, was Unternehmen einem katastrophalen Sicherheitsvorfall aussetzen würde. Dieses neue Werkzeug hilft ihnen, diese potenziellen Schwachstellen zu verfolgen, damit sie rechtzeitig behoben werden können. Dies ist die Art von zukunftsorientiertem Denken, die Palo Alto's Führungsrolle im Cybersecurity-Bereich festigt. **Beschleunigtes Umsatzwachstum** Palo Alto veröffentlichte seine Finanzdaten für sein viertes Quartal des Geschäftsjahres 2025 (beendet am 30. Juli) am 18. August. Das Unternehmen generierte 2,5 Milliarden US-Dollar Umsatz, was einem Anstieg von 16 % im Vergleich zum Vorjahr entsprach. Dies markierte das zweite aufeinanderfolgende Quartal, in dem das Umsatzwachstum beschleunigt wurde, was den erheblichen Schwung des Unternehmens hervorhebt. Die jährliche wiederkehrende Einnahme (Annual Recurring Revenue – ARR) des Next-Generation Security (NGS) Segments stieg um 32 % auf ein Rekordniveau von 5,6 Milliarden US-Dollar, was ein Hauptgrund für das starke Q4-Ergebnis war. Da Palo Alto den größten Teil seiner Innovationsausgaben in das NGS-Segment investiert, spiegelt sein Wachstum die Akzeptanz vieler seiner neuen KI-Produkte wider. Das Konzept der "Plattformisierung" trug ebenfalls zum starken Q4-Ergebnis bei. Die Cybersecurity-Branche ist sehr fragmentiert, was bedeutet, dass Organisationen oft mehrere Produkte verwenden. Dies übersetzt sich auf Deutsch als: Die Cybersecurity-Branche ist sehr fragmentiert, was bedeutet, dass Organisationen oft verschiedene Produkte einsetzen und miteinander kombinieren.
23.08.25 01:50:35 Zscaler und CrowdStrike arbeiten zusammen, um die KI-gestützte Cybersicherheit zu verbessern.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here’s a summary of the text in approximately 400 words, followed by a German translation: **Summary** CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is currently a popular “Trending AI Stock” on Wall Street, driven by a significant expansion of its partnership with Zscaler, Inc. and Red Canary. This strategic alliance aims to dramatically enhance AI-powered security operations and bolster CrowdStrike’s position in the market. At the core of this expansion is the integration of three key platforms: Zscaler’s Zero Trust Exchange, CrowdStrike’s Falcon platform (an AI-native endpoint and cloud workload protection solution), and Red Canary’s agentic-AI driven security operations platform. This combined approach provides a significantly more robust defense across endpoints, users, and workloads. The partnership builds on a previously established, successful multi-year collaboration. CrowdStrike is uniquely positioned to leverage its established endpoint data alongside Zscaler’s user context to significantly improve threat detection and rapid response times. The combined offering helps organizations transition away from traditional, siloed endpoint detection and response (EDR) solutions, moving towards a more unified and cloud-native security architecture. According to Daniel Bernard, CrowdStrike’s Chief Business Officer, the goal is to deliver “world-class security operations powered by the Falcon platform” combined with the AI-driven capabilities of Red Canary and the Zscaler’s zero trust framework. This translates to real-time threat detection, immediate responses, and ultimately, increased confidence for customers. The investment community is noting that CrowdStrike’s success is tied to a broader trend – the movement away from legacy security vendors and towards more comprehensive, cloud-based solutions. Furthermore, the report acknowledges a potential upside for CRWD, highlighting that the company is benefiting from the broader shift towards AI within cybersecurity. **German Translation** **Zusammenfassung** CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ist derzeit ein beliebter “Trending AI-Aktie” an der Wall Street, getrieben durch eine erhebliche Erweiterung ihrer Partnerschaft mit Zscaler, Inc. und Red Canary. Diese strategische Allianz zielt darauf ab, die KI-gestützten Sicherheitsoperationen erheblich zu verbessern und CrowdStrikes Position im Markt zu festigen. Im Kern dieser Erweiterung steht die Integration von drei Schlüsselplattformen: Zscalers Zero Trust Exchange, CrowdStrikes Falcon-Plattform (eine KI-gestützte Lösung zum Schutz von Endpunkten und Cloud-Workloads) und Red Canaries agentic-KI-gestützte Sicherheitsoperationsplattform. Dieser kombinierte Ansatz bietet eine deutlich robustere Verteidigung über Endpunkte, Benutzer und Workloads hinweg. Die Partnerschaft baut auf einer zuvor etablierten, erfolgreichen mehrjährigen Zusammenarbeit auf. CrowdStrike ist einzigartig positioniert, um seine etablierte Endpunktdaten mit dem Benutzerkontext von Zscaler zu nutzen, um die Erkennung von Bedrohungen und die Reaktionszeiten erheblich zu verbessern. Gemeinsam hilft das Angebot den Kunden, von traditionellen, isolierten EDR-Lösungen wegzugehen und stattdessen eine vereinheitlichte, cloud-native Sicherheitsarchitektur zu übernehmen. Laut Daniel Bernard, Chief Business Officer von CrowdStrike, ist das Ziel, "weltklasse Sicherheitsoperationen, die von der Falcon-Plattform angetrieben werden, in Kombination mit den KI-gesteuerten Fähigkeiten von Red Canary und den Zero-Trust-Fähigkeiten von Zscaler" zu liefern. Dies bedeutet Echtzeit-Bedrohungserkennung, sofortige Reaktionen und letztendlich mehr Sicherheit für Kunden.
22.08.25 21:02:50 Kurz gesagt: "Zoom-Aktie steigt, Börse fokussiert sich auf Nvidia."
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here’s a summary of the text in approximately 400 words, followed by the German translation: **Summary** The second quarter earnings season is drawing to a close, and overall, results have been encouraging. Over 92% of S&P 500 companies have reported, and analysts initially expected a 11% earnings per share jump – a significant improvement from the anticipated 5% growth (the slowest since Q4 2023). This upward trend was anticipated amid lingering economic uncertainty, Trump’s previous tariffs, and high stock valuations. Several companies are reporting in the coming week, including Nvidia (NVDA), Alibaba (BABA), Okta (OKTA), Abercrombie & Fitch (ANF), CrowdStrike (CRWD), Five Below (FIVE), HP (HP), Kohl's (KSS), Snowflake (SNOW), J.M. Smucker (SJM), Urban Outfitters (URBN), Affirm (AFRM), Best Buy (BBY), Bath & Body Works (BBWI), Dick’s Sporting Goods (DKS), Dell (DELL), Dollar General (DG), Gap (GAP), Petco (WOOF), and Ulta (ULTA). Investors will be keenly watching commentary from major retailers such as Walmart (WMT), Target (TGT), Home Depot (HD), and Lowe’s (LOW) to gauge the health of consumer spending. This data will be crucial in understanding overall economic trends. Notably, Zoom (ZM) experienced a significant 5% stock pop on Thursday due to a substantial earnings beat. The company’s CEO attributed the success to the rising influence of artificial intelligence on work practices, specifically highlighting the success of their paid AI agent add-on. Revenue increased by 5%, and the company’s monthly churn rate remained stable. They also raised their full-year revenue and free cash flow guidance. Nvidia (NVDA) is expected to be a major focus due to its 8% weighting in the S&P 500. Investors will be paying close attention to their data center business, particularly following the announcement of a new gigascale networking plan. Furthermore, discussions around a new China chip development with the Trump administration will be key. The week culminates with a final flurry of reports, marking a grand finale to the second quarter earnings season. --- **German Translation:** **Zusammenfassung** Die zweite Quartalsergebnisausgabe neigt sich dem Ende zu, und insgesamt sind die Ergebnisse ermutigend. Über 92 % der S&P 500 Unternehmen haben ihre Ergebnisse vorgelegt, und die Analysten hatten zunächst von einem Anstieg der Gewinnbeteiligung um 11 % ausgehen lassen – ein deutlicher Verbesserungen gegenüber den erwarteten 5 % (dem langsamsten seit Q4 2023). Dieser Aufwärtstrend erfolgte inmitten anhaltender wirtschaftlicher Unsicherheiten, der früheren Tarifs von Trump und hohen Aktienbewertungen. In der kommenden Woche berichten mehrere Unternehmen, darunter Nvidia (NVDA), Alibaba (BABA), Okta (OKTA), Abercrombie & Fitch (ANF), CrowdStrike (CRWD), Five Below (FIVE), HP (HP), Kohl’s (KSS), Snowflake (SNOW), J.M. Smucker (SJM), Urban Outfitters (URBN), Affirm (AFRM), Best Buy (BBY), Bath & Body Works (BBWI), Dick’s Sporting Goods (DKS), Dell (DELL), Dollar General (DG), Gap (GAP), Petco (WOOF), und Ulta (ULTA). Investoren werden die Kommentare großer Einzelhändler wie Walmart (WMT), Target (TGT), Home Depot (HD), und Lowe’s (LOW) genau verfolgen, um die Gesundheit der Konsumausgaben zu beurteilen. Diese Daten werden entscheidend sein, um allgemeine wirtschaftliche Trends zu verstehen. Besonders hervorzuheben ist der deutliche Aktienanstieg von Zoom (ZM) am Donnerstag, der auf einen erheblichen Gewinnanstieg zurückzuführen war. Der CEO der Firma führte den Erfolg auf den wachsenden Einfluss künstlicher Intelligenz auf die Arbeitsweise zurück und hob insbesondere den Erfolg ihres kostenpflichtigen KI-Agenten-Zusatzes hervor. Der Umsatz stieg um 5 %, und die monatliche Abwanderungsrate der Kunden blieb stabil. Das Unternehmen hob auch seine Umsatz- und Free-Cash-Flow-Prognosen für das Gesamtjahr nach oben. Nvidia (NVDA) wird aufgrund ihres Gewichts von 8 % im S&P 500 eine große Aufmerksamkeit erhalten. Investoren werden sich besonders auf ihr Datenzentrumgeschäft konzentrieren, insbesondere nach der Ankündigung eines neuen Gigaskalennetzwerkplans. Darüber hinaus werden Diskussionen über eine neue Chipentwicklung mit der Trump-Administration von Bedeutung sein. Die Woche kulminiert mit einem finalen Ansturm an Berichten und markiert einen großen Abschluss der zweiten Quartalsergebnisausgabe.