6月29日，Palo Alto Networks盘中上涨3.57%，报320.425美元/股，成交额2.93亿美元，股价续创阶段新高。
消息面上，投行Arete将Palo Alto Networks目标价从185美元大幅上调至433美元，维持买入评级，调升幅度逾130%，远超FactSet统计的市场一致目标价319.37美元。此前公司第三财季营收30亿美元，同比增长31%超预期，AI安全ARR飙升60%，全年调整后EPS指引上调至3.77-3.79美元，高盛、摩根大通、Argus等多家机构此前已密集上调目标价。叠加近期与IBM、Wipro等落地的平台化战略合作持续发酵，市场对公司AI安全成长逻辑的认可度进一步提升。
（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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