异动解读|Palo Alto Networks盘中下跌4.94%,同业Zscaler业绩指引疲软拖累网络安全板块

行情直击
May 27

5月27日,Palo Alto Networks盘中下跌4.94%,报249.98美元/股,成交额1.59亿美元。

消息面上,同属网络安全赛道的Zscaler当日暴跌超25%,原因是其第四财季营收指引为8.75亿至8.78亿美元,略低于分析师预期的8.79亿美元,同时大幅下调全年自由现金流预期至22.8%~23.3%,管理层将指引偏弱归因于销售团队人员变动。Evercore ISI随即下调Zscaler评级,板块情绪大幅承压。

尽管Palo Alto Networks自身基本面近期获多家投行看好,富国银行、摩根士丹利、Truist等密集上调目标价,且公司将于6月2日发布季度财报,市场一致预期本季度营收约29.44亿美元、同比增29.28%,但短期内板块联动效应主导了股价走势。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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