CrowdStrike股价下跌,因全球科技中断的影响仍在继续

币界网2024-07-22 tarihinde yayınlandı2024-07-22 tarihinde güncellendi

币界网报道:
CrowdStrike股价周一上午下跌了13%,这家网络安全软件公司继续帮助各行各业的客户从上周导致数百万微软Windows设备脱机的故障中恢复过来。周五早些时候,该公司发布了其猎鹰漏洞保护软件的缺陷更新,导致个人电脑、数据中心的计算机服务器和显示屏崩溃,导致航班停飞和医疗预约取消。微软表示,该事件导致850万台Windows设备被盗,不到全球总数的1%。IT人员迅速着手修理电脑。与此同时,黑客试图利用这种混乱,建立似乎提供软件更新的恶意网站。CrowdStrike首席执行官George Kurtz与CNBC的Jim Cramer在直播中谈到了这一情况。CrowdStrike股价周五下跌11%,但其影响尚未结束。周末,人们在社交媒体上分享了Windows设备显示所谓的“蓝屏死亡”的照片,这表明计算机需要管理员的关注。CrowdStrike周日表示,它正在测试一种更快修复受影响机器的方法。古根海姆证券周日将CrowdStrike股票的评级从买入下调至中性。以John DiFucci为首的分析师表示,该股仍处于“我们整个软件覆盖范围内经常性收入的最高倍数”。分析师写道,CrowdStrike可能需要时间来修复其形象,其影响可能会损害签约。他们写道:“我们仍然非常尊重CrowdStrike的领导团队,并相信该公司最终会因这一事件而变得更加强大,如果投资者有多年的视野,他们可以渡过难关。”。“然而,我们发现很难告诉投资者他们现在需要购买CRWD。”高盛在周一早些时候发布的一份报告中维持了对CrowdStrike股票的买入评级但这家投资银行的分析师表示,他们预计CrowdStrike的交易在停电到7月31日软件公司第二财季结束之间需要更长的时间才能完成。Gabriela Borges领导的分析师写道:“我们最近的对话重申了我们的观点,即事件发生后,端点的份额变化可能很小,尽管我们认识到尸检中的其他细节将进一步为这一观点提供信息。他们指出,2010年迈克菲宕机导致计算机崩溃,以了解上周事件发生前的情况。”首席执行官Dave DeWalt在电话会议上告诉分析师:“延期对收入的影响约为600万美元,未从资产负债表中确认,另外约1400万美元也对收入产生了负面影响。”英特尔于2011年收购了这家杀毒公司
立即观看视频1:3201:32 Cramer的停止交易:街头的CrowdStrike抗议

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