Turn into surplus, increase in sales!! Will it skyrocket even more!? “Cloud Strike”

Cloud Strike is an American cybersecurity technology holding company. Through subsidiaries, cloud security solutions for protecting endpoints (systems such as customer computer networks, etc.) are provided on a SaaS subscription basis. (SaaS is an abbreviation for “Software as a Service,” which means “software as a service.” SaaS is a mechanism where cloud service providers operate software and can be used by customers accessing it via the internet. You can use it as soon as you sign a usage contract, and the cost is paid as a monthly or yearly subscription as a usage fee.)

It combines next-generation endpoint protection, machine learning, and advanced operation technology via a unique platform called Falcon (Falcon) to protect against attacks such as malware. It deals with IT operations, including vulnerability management, and the use of threat intelligence.

Cloud Strike was established in 2011 and the stock listing date was 2019/6/12.

Cloud Strike Holdings' full fiscal year 2024/1 (2022/2024/1)Increased sales, final surplusIt became.

　According to the company's 8-K (Important Matters Report) released after the end of normal trading on 3/5 (early morning of the 6th Japan time) in the US,Full year (annual) sales36.3% increase from previous fiscal year3 billion 5555 million dollars ofIt became.The final profit and loss turned into a surplus of 90.58 million dollars. There was a deficit of 182.28 million in the previous fiscal year. Profit and loss per share (EPS, after dilution) was a surplus of 0.37 dollars (deficit of 0.79 dollars in the previous fiscal year). Note,The fourth quarter (November-January) saw an increase in sales and an operating surplus.

　Now, take a look at the stock price chart above (Figure 1) again. Stock prices had risen rapidly since January 2023. As you all know, stock prices of many semiconductor-related, netsecurity-related, and cloud-related brands have skyrocketed due to the influence of generative AI. However, since recently the stock price of Cloud Strike hit a high price of 338.453 dollars, probably because questions have arisen about profit-determining sales and the management status of some Proud-related companies, that rise has been at a standstill.

　whereinSince the final profit and loss turned into a surplus, there is a high possibility that the company's stock price will rise furtherI'm thinking about it.

Also, according to the Cloud Strike website, it seems that technology is provided to companies as shown in Figure 2 above.Generally, companies that already have such a track record often continue to raise stock prices over a long period of timeIt is.