[CrowdStrike's stock jumped after record-breaking earnings](https://www.marketwatch.com/story/crowdstrikes-stock-has-jumped-after-record-breaking-earnings-wall-street-is-lapping-it-up-dbdaca83?mod=mw_rss_topstories) — Jefferies and peers raising price targets. Classic analyst herding into a winner. The federal breach at DOJ and NASA is a real procurement tailwind, but that's already baked into valuations after a 50%+ run.

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