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美股異動 | Cloudflare(NET.US)盤前跌逾1% 遭Truist將目標價降至180美元
格隆匯 03-25 16:34
格隆匯3月25日丨Cloudflare(NET.US)盤前跌1.54%,報120.5美元。Truist分析師Josh Fishbein在一份行業研究報吿中,將Cloudflare的目標價從200美元降至180美元,但保持對該股的買入評級,報吿中更新了基礎設施和安全軟件行業的估值。Fishbein吿訴投資者,無風險利率的上升推動了其估值模型中的貼現率,並降低了他所覆蓋的絕大部分公司的估值。然而,Fishbein補充説,他仍然相信全球企業的雲遷移大趨勢仍處於早期階段,並將在未來幾年支持一個強勁的IT支出環境,預計他所覆蓋的大多數公司將在今年繼續超越和提高業績指引。

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