如何投资美股云软件股？Piper Sandler强烈推荐“MAC”

智通财经

Oct 14, 2024

智通财经APP获悉，Piper Sandler认为，Adobe(ADBE.US)、MongoDB(MDB.US)和赛富时(CRM.US)是云软件股票中最值得投资的股票。

以Brent Bracelin为首的Piper Sandler分析师表示：“我们建议大型增长股投资者承担更多风险，并增加‘MAC’的头寸。”MAC指的是Adobe、MongoDB和赛富时。

Bracelin补充说：“这些都是业绩不及市场预期的股票，平均股价仍比52周高点低26%，尽管它们具有健康的产品与利润催化剂，以及有利的风险回报。”

MongoDB在第二季度跌至低谷后，未来可能会加速增长。今年以来，MongoDB的股价已经下跌了29%。Piper Sandler认为，由于该公司仍是一家高质量的数据库特许经营商，该股有望在未来几个季度收复29%的跌幅，达到335美元。

Adobe的情况也类似，得益于其最新的人工智能产品，该股有望在今年收复跌幅。

Piper Sandler指出：“新的创新产品周期被低估了，这可能有助于重振增长。”

今年以来赛富时股价上涨了9%，但在过去六个月里下跌了近5%。

Bracelin指出：“我们认为赛富时将上涨11%至325美元，而牛市情况下，将上涨39%至405美元。”

Piper Sandler予Adobe“增持”评级，目标价为635美元;予赛富时“增持”评级，目标价为325美元;予AMongoDB“增持”评级，目标价为335美元。

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