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

Stocktwits06/09 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 Stocktwits

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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% as investors sought even stronger AI guidance.Palo Alto Networks (PANW), CrowdStrike (CRWD), and

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