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PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings - Yahoo Finance

Yahoo Finance · 雅虎财经06/09 16:32AI infrastructure · AI 算力基础设施跟踪

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PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings Yahoo Finance

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PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings Morningstar lifted PANW's fair value to $285, citing AI-driven firewall demand, but maintained a '3-star' rating. The firm also raised CRWD's fair value to $530 on confidence in its AI strategy, but kept a '2-star' rating, AVGO beat earnings and revenue estimates and guided above expectations, yet shares fell more than 12%

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