[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio32bab76a":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio32bab76a","Palo-Alto-Networks(PANW)财报亮眼股价却下跌，华尔街直言“逢低买入良机”","\u002Fdoc\u002Fdcio32bab76a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，虽然网络安全公司Palo Alto Networks (PANW)的业绩和指引强于预期，但该公司股价周三盘前交易仍下跌了2.5%，尽管如此，该公司的业绩受到华尔街的赞扬。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Palo Alto Networks公布了2026财年第四季度及全年财报。第四季度营收达34.1亿美元，同比增长34.3%，超出市场预期的33.5亿美元约6000万美元;调整后每股收益为1.02美元，同样超出预期的0.98美元。2026全财年营收达115亿美元，同比增长24%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>杰富瑞分析师 Joseph Gallo维持对Palo Alto Networks的“买入”评级，目标价为450美元。Gallo 称 Palo Alto 的业绩“非常出色”，并表示他认为在人工智能的推动下，该公司对 2027 财年的“令人印象深刻”的业绩指引还有更大的上涨空间。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“这是PANW近期以来最亮眼的一份财报，第四季度Mythos业务有所增长，尽管管理层也指出目前仍处于早期阶段，”Gallo在给客户的报告中写道。“2027财年营收指引为141.5亿美元(同比增长23%)，高于预期(21%)，更重要的是，考虑到核心网络安全\u002F人工智能业务增速放缓以及近期订单量的强劲增长，该股仍有很大的上涨空间。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美国银行分析师Tal Liani重申了他对 Palo Alto 的“买入”评级和 420 美元的目标价，并表示该股的任何疲软都是买入机会。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“尽管NGS年度经常性收入超出市场预期约3%，但我们认为，投资者过高的预期可能导致他们期待更强劲的业绩以推动股价上涨，”Liani在给客户的报告中写道。“在这种情况下，我们认为，盘后市场反应平淡更多地反映了市场环境的严峻挑战，而非季度业绩执行情况的恶化。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>法国巴黎银行分析师Andrew DeGasperi指出，公司2027财年调整后自由现金流率仅37.5%至38%，低于买方预期，可能是盘后股价波动的主因。不过，DeGasperi指出，这是Palo Alto Networks“近年来最亮眼的季度之一”，但同时也警告，公司预计61%的NGS ARR将集中在下半年确认，这种“后端集中”可能在上半年制造短期预期波动。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根大通分析师Brian Essex对Palo Alto Networks 的目标价为 384 美元。Essex表示，由尼克什·阿罗拉领导的这家公司正在实现“稳健的执行”，并受益于人工智能带来的利好因素加速发展。阿罗拉在一次采访中表示，近 1 万亿美元的网络安全基础设施尚未做好应对人工智能的准备。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“在Mythos事件之后，首席信息官们对提升安全态势的迫切需求日益增长。我们仍然认为该公司凭借其平台优势，在恰当的时机占据了有利位置，能够帮助首席信息官们适应网络安全领域由人工智能驱动的根本性转变，”Essex在致客户的报告中写道。“除了能够提供一个平台来加快客户的平均响应时间外，该公司还指出，客户希望通过将传统的IT解决方案整合到其平台上来解决技术债务问题。我们对本季度的加速增长和良好势头感到鼓舞，并维持对该公司的‘增持’评级，同时调整我们的预期以反映本期业绩和展望。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]