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Jim Cramer Weighs In On Palo Alto, Eli Lilly And Salesforce, Says Price Target Bump For This Stock A 'Red Flag'

Jim Cramer Weighs In On Palo Alto, Eli Lilly And Salesforce, Says Price Target Bump For This Stock A 'Red Flag'

吉姆·克萊默權衡了帕洛阿爾託、禮來和Salesforce,稱該股的目標股價上漲是一個 “危險信號”
Benzinga ·  02/28 16:59

During Tuesday's CNBC Investing Club Morning Meeting, U.S. stocks exhibited mixed performance, prompting a closer look at prevailing market themes. Cybersecurity emerged as a key focus, with Jim Cramer emphasizing heightened threats following a recent breach at UnitedHealth.

在週二的CNBC投資俱樂部早間會議上,美國股市表現不一,這促使人們仔細研究當前的市場主題。網絡安全已成爲重點,吉姆·克萊默強調說,在UnitedHealth最近發生漏洞之後,威脅加劇。

What Happened: Cramer advocated for an aggressive long position in Palo Alto Networks Inc (NASDAQ:PANW) citing the growing demand for cybersecurity solutions amid escalating threats. The increasing prevalence of high-profile incidents underscores the significance of robust cybersecurity measures, reported CNBC.

發生了什麼:克萊默主張在帕洛阿爾託網絡公司(納斯達克股票代碼:PANW)持有激進的多頭頭寸,理由是在威脅不斷升級的情況下,對網絡安全解決方案的需求不斷增長。據CNBC報道,備受矚目的事件越來越普遍,凸顯了強有力的網絡安全措施的重要性。

Eli Lilly And Co (NYSE:LLY) faced stock declines as Viking Therapeutics Inc (NASDAQ:VKTX) presented promising results for its GLP-1 treatment, a potential rival. Cramer addressed concerns, highlighting the importance of substantial backing from pharmaceutical companies for market dominance. "Without the major backing of a pharmaceutical company, it's not enough [to beat out Eli Lilly,]" he said

禮來公司(紐約證券交易所代碼:LLY)面臨股價下跌,原因是維京療法公司(納斯達克股票代碼:VKTX)公佈了其潛在競爭對手 GLP-1 治療的令人鼓舞的業績。克萊默回應了擔憂,強調了製藥公司的大力支持對市場主導地位的重要性。他說:“沒有製藥公司的大力支持,[擊敗禮來] 是不夠的。”

Wells Fargo raised its price target on Salesforce Inc (NYSE:CRM) shares to $300 from $290 ahead of quarterly results but maintained a hold rating, signaling potential challenges. Cramer interpreted this as a "red flag," cautioning investors about possible skepticism from analysts, which could impact sentiment post-earnings.

富國銀行在季度業績公佈前將Salesforce Inc(紐約證券交易所代碼:CRM)股票的目標股價從290美元上調至300美元,但維持持倉評級,這表明存在潛在挑戰。克萊默將其解釋爲 “危險信號”,提醒投資者注意分析師可能持懷疑態度,這可能會影響業績後的情緒。

Why It Matters: In November 2023, Cramer predicted a "very good quarter" for cybersecurity firm Palo Alto Networks, indicating his long-standing faith in the sector, which further justifies his advice to go long on the company.

爲何重要:2023年11月,克萊默預測網絡安全公司帕洛阿爾託網絡將出現 “非常不錯的季度”,這表明了他對該行業的長期信心,這進一步證明了他對該公司的長期信心,這進一步證明了他對該公司的長期投資建議是合理的。

Earlier this month, Cramer warned of the potential impact of GLP-1s, a new class of weight loss and diabetes drugs, on food and beverage stocks, which might explain his reassurance about Eli Lilly's performance.

本月早些時候,克萊默警告說,一種新的減肥和糖尿病藥物GLP-1對食品和飲料股的潛在影響,這也許可以解釋他對禮來公司業績的保證。

The price target increase by Wells Fargo comes amid a period of mixed views on Salesforce's performance. Earlier in the week, Citi analyst Tyler Radke raised the price target for Salesforce from $265 to $325, citing balanced investor sentiment and stabilizing demand signals.

富國銀行上調目標股價之際,人們對Salesforce的表現持不同看法。本週早些時候,花旗分析師泰勒·拉德克將Salesforce的目標股價從265美元上調至325美元,理由是投資者情緒平衡,需求信號穩定。

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