网络安全公司Palo Alto Networks（股票代码：PANW）今日盘前股价大跌7.71%，引发了市场的广泛关注。
消息面上，此次股价下跌主要源于公司此前公布的2026财年第二季度财报及未来业绩指引。尽管公司第二季度营收和调整后每股收益均超出市场预期，但其下调了2026财年全年的盈利预期，并将第三季度的每股收益指引设定在低于分析师预期的水平。公司管理层表示，盈利预期的调整与近期为增强人工智能能力而进行的一系列收购所导致的整合成本上升有关，相关成本同比大幅增加。
此外，多家华尔街分析师在盘前交易时段下调了对该股的目标价，进一步加剧了市场的抛售压力。在“AI时代软件价值重估”的市场背景下，投资者对高估值软件公司的增长持续性保持谨慎，板块整体的资金轮动也可能加剧了股价的波动。
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