This analyst writes for Cramers site , The Street:
Here’s Why Cybersecurity Play CrowdStrike Has My Interest
CrowdStrike (CRWD) is a name in this space that has my interest. The company combines the cloud and artificial intelligence to create the first cloud-native Endpoint Security platform. …
… Still, the potential exists for the company to maintain a growth rate between 50% and 100% for the next half-decade
https://realmoney.thestreet.com/investing/here-s-why-cyberse…
Hints of buyout offers are always a friend to volatility, eh.:
Software Stocks: How Microsoft, Google, Palo Alto Fit In Merger Plays
Microsoft and Cisco Systems loom as possible buyers of cybersecurity firm CrowdStrike while Palo Alto Networks could be a target of VMware or Alphabet’s Google, one Wall Street brokerage says in an outlook on software stocks.
In its 2020 forecast, RBC Capital says that if Microsoft does not buy a cybersecurity firm such as CrowdStrike, the behemoth could target software stocks Workday or Twilio. Meanwhile, Cisco may be eyeing CrowdStrike, the brokerage speculates.
https://amp.flipboard.com/topic/enterprisesoftware/software-…
Best, kevin c
long of Crwd and Goog
please click my screen name for disclosed holdings