智通财经APP获悉，在几家基础设施和安全软件公司公布季度业绩之前，Truist Securities调整了目标价。
以Joel Fishbein Jr.为首的分析师表示，他们认为，自去年以来，在基础设施和网络安全领域，买家的行为已经稳定下来，他们关注的是2025年的可见性，他们认为，到那时，生成式人工智能项目将迎来“试金石”时刻。
随着美国总统大选以来估值的上升，分析师认为，未来几周执行失误的成本将很高，因此，高质量的股票将获得青睐，其中包括该行予以“买入”评级的Snowflake(SNOW.US)和Zscaler(ZS.US)。
总的来说，Truist评级调整如下：
CrowdStrike(CRWD.US)：“买入”评级，目标价从325美元上调至375美元。
Palo Alto Networks(PANW.US)：“买入”评级，目标价从400美元上调至425美元。
Rubrik(RBRK.US)：“买入”评级，目标价从43美元升至50美元。
Samsara(IOT.US)：目标价从40美元上调至50美元，重申“持有”评级。
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