9月2日，Palo Alto Networks盘中下跌4.61%，报348.0美元/股，成交额1.45亿美元。
消息面上，公司发布FY2026第四季度业绩，营收34.1亿美元，同比增长34%，超预期的33.5亿美元；调整后每股收益1.02美元，优于预期的0.98美元。FY2027全年指引同样全面超预期，预计营收141亿至142亿美元（预期137.9亿），调整后每股收益4.16至4.19美元（预期4.10美元）。然而公司年内累计涨幅已接近97%，远超同期标普500指数11%的涨幅，高位获利回吐压力显著。同时，公司宣布收购AI原生平台Console以增强AI代理能力，市场对短期整合成本及利润率影响偏谨慎。系统软件板块整体走弱，微软跌0.2%、甲骨文跌0.62%、ServiceNow跌1.27%，板块性卖压亦构成拖累。
（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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