Anticipated Earnings Reports from Tech Giants
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: CNBC
- Meta's Advertising Outlook: Meta's stock has only risen 1.6% over the past year, yet analysts expect its advertising business to remain strong, particularly through the holiday quarter, despite rising infrastructure costs; 60 out of 65 analysts rate it a strong buy, with a price target implying a 24% upside.
- Microsoft Cloud Growth: Microsoft's Azure cloud business has seen a 40% growth over the past year, although its stock has dropped over 11% in the last three months; analysts anticipate that AI spending will drive steady growth in the next four quarters, with a price target of $655 suggesting over 36% potential upside.
- Tesla's Robot Plans: Tesla faces a 16% decline in vehicle deliveries, and analysts are focused on its progress with Robotaxi and Optimus, suggesting that if it can grow market share in Austin, the stock could rise, currently valued over $100 billion with a PE ratio exceeding 125x.
- AI Integration Opportunities: Analysts indicate that Tesla may announce plans to integrate its AI infrastructure into space-based data centers, although there are concerns that Musk's space exploration plans could distract from Tesla's focus.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRWD is 562.25 USD with a low forecast of 353.00 USD and a high forecast of 640.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 469.190
Low
353.00
Averages
562.25
High
640.00
Current: 469.190
Low
353.00
Averages
562.25
High
640.00
About CRWD
CrowdStrike Holdings, Inc. is a global cybersecurity company that provides cloud-delivered protection of endpoints, cloud workloads, identity and data. Its Falcon platform is designed for cybersecurity consolidation, purpose-built to stop breaches. The platforms collect and integrate data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. It offers 29 cloud modules on its Falcon platform via a software as a service (SaaS) subscription-based model that spans multiple large markets, including corporate endpoint and cloud workload security, managed security services, security and vulnerability management, information technology (IT) operations management, identity protection, next-generation security information and event management (SIEM) and log management, threat intelligence services, data protection, SaaS security posture management, automation and response (SOAR) and artificial intelligence powered workflow automation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Software Stocks Plunge, Microsoft Faces Challenges
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- Cybersecurity Companies Affected: Although CrowdStrike and Palo Alto Networks' business models remain unaffected by AI advancements, their stocks saw significant declines, with CrowdStrike down over 6%, reflecting market concerns over high price-to-earnings multiples.
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Microsoft Earnings Trigger Market Decline
- Market Reaction: The stock market fell on Thursday, led by Microsoft, whose stock dropped nearly 12% after earnings failed to boost Azure growth, indicating investor caution towards tech stocks.
- Earnings Analysis: Microsoft exceeded revenue and earnings estimates for Q2 FY2026, yet Azure's lack of significant growth highlights challenges in balancing capital expenditures and improving margins.
- Strong Meta Performance: In contrast to Microsoft, Meta reported a 24% revenue increase, with its stock climbing over 9%, reflecting strong market confidence and the positive impact of increased investment despite overall market weakness.
- Apple's Uncertain Outlook: Heading into its earnings release, Apple saw a modest decline, with market focus on its ability to manage costs from memory shortages and the implications of its partnership with Alphabet to utilize Gemini AI models.
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