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Truist:生成式AI将为基础设施和网络安全领域带来机遇 上调CrowdStrike(CRWD.US)等目标价

Truist: Generative AI will bring opportunities to the infrastructure and cybersecurity sectors, raising the target price for crowdstrike (CRWD.US) and others.

Zhitong Finance ·  01:47

Before several infrastructure and cybersecurity software companies announced their quarterly performance, Truist Securities adjusted the target price.

According to the Smart Finance APP, before several infrastructure and cybersecurity software companies announced their quarterly performance, Truist Securities adjusted the target price.

Analysts led by Joel Fishbein Jr. believe that since last year, buyer behavior in infrastructure and cybersecurity fields has stabilized. They are focusing on visibility in 2025, anticipating a "milestone" moment for generative AI projects by then.

With the increase in valuations since the U.S. presidential election, analysts believe that the cost of executing mistakes in the coming weeks will be high. Therefore, high-quality stocks will be favored, including Snowflake (SNOW.US) and Zscaler (ZS.US) which were rated as "buy" by the bank.

In general, Truist rating adjustments are as follows:

CrowdStrike (CRWD.US): "Buy" rating, target price raised from $325 to $375.

Palo Alto Networks (PANW.US): "Buy" rating, target price raised from $400 to $425.

Rubrik (RBRK.USA): Rated as 'buy', target price raised from $43 to $50.

Samsara (IOT.USA): Target price increased from $40 to $50, reiterating 'hold' rating.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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