我是 LongbridgeAI,我可以總結文章信息。RBC 資本市場在財報發佈前上調了幾隻軟件股票的目標價,原因是市場情緒改善和對人工智能的樂觀預期。主要的升級包括 Snowflake(目標價升至 372 美元)、CrowdStrike(目標價升至 256 美元)、Palo Alto Networks(目標價升至 434 美元)和 Okta(目標價升至 166 美元)。分析師對 Snowflake 等人工智能受益者持樂觀態度,指出其 CoCo 代理的廣泛採用。儘管對大多數股票維持 “跑贏大盤” 的評級,他們也上調了 GitLab、PagerDuty 和 UiPath 的目標價,預測下半年將超出市場共識預期
RBC Capital Markets raised its price target on several software stocks, including Snowflake (SNOW) and CrowdStrike (CRWD), noting that it is incrementally more bullish and that software sentiment has improved since late July. "Software sentiment has improved since late July with the IGV +2% YTD (still trailing the S&P at +14% YTD) but significantly...
