异动解读 | 派拓网络财报超预期且前景乐观,盘前大涨5.65%

异动解读
Aug 19

周二盘前,网络安全巨头派拓网络(Palo Alto Networks,股票代码:PANW)股价大涨5.65%。这一显著涨幅主要源于公司发布的强劲财报以及乐观的未来展望。

据报道,派拓网络公布的第四财季业绩超出市场预期。公司第四季度营收同比增长16%至25.4亿美元,高于分析师预期的25亿美元。调整后每股收益达0.95美元,远超预期的0.88美元。此外,公司新一代安全解决方案的年度经常性收入(ARR)达到56亿美元,也高于分析师预期的55.5亿美元。

更引人注目的是公司对未来的乐观预期。派拓网络预计2026财年总营收将达104.8亿至105.3亿美元,高于分析师平均预期。公司还预计第一财季营收将在24.5亿至24.7亿美元之间,同样优于市场预期。这些积极的财务指引反映了公司对其人工智能驱动的网络安全解决方案需求持续增长的信心。分析人士指出,随着企业加速云迁移并在数据泄露事件频发的背景下升级安全系统,派拓网络正充分受益于人工智能驱动的技术升级周期。

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