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The defense to stop a hacking offense.

SD
SDwatchCrowdStrikeNot Invested
Community Contributor
Published
11 Oct 24
Updated
11 Oct 24
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SDwatchCrowdStrike's Fair Value
US$270.43
63.4% undervalued intrinsic discount
11 Oct
US$98.89
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1Y
20.0%
7D
-11.9%

Author's Valuation

US$270.4

63.4% undervalued intrinsic discount

SDwatchCrowdStrike's Fair Value

After 41 years in the IT industry I've seen just about everything good and bad. The Good - AI will advance civilization by light years compared to the 1970s when mainframes ruled the computing world one batch process at a time. AI will touch every industry group.

The Bad - cyber hacking. It will not be fully contained but we can frustrate the ones hiding in the shadows of a 'hacking cave' sitting at a keyboard holding the world hostage.

We need Crowd Strike like an NFL football team needs the Defense Squad to stop the hackers from gaining big yardage and throw them for a loss. Anti hacking systems are just as critical to a business as are daily backups of data.

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Disclaimer

The user SDwatchCrowdStrike holds no position in NasdaqGS:NVDA. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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