网络安全巨头Palo Alto Networks（PANW）周一盘后股价大涨5.01%，主要得益于公司发布强劲财报和乐观未来展望，以及市场对其人工智能驱动的网络安全解决方案需求激增。
公司第四财季业绩超出华尔街预期，调整后每股收益为95美分，高于预期的88美分；营收达25.4亿美元，同比增长16%，超过分析师预期的25亿美元。更值得注意的是，公司下一代安全年度经常性收入(ARR)达到56亿美元，高于分析师预期的55.5亿美元。
展望未来，Palo Alto Networks对2026财年给出了乐观指引，预计全年营收将达104.8亿至105.3亿美元，高于分析师平均预期；第一财季营收预期为24.5亿至24.7亿美元，同样优于市场预期。此外，公司还宣布了重要人事变动，创始人兼首席技术官Nir Zuk将退休，由现任首席产品官Lee Klarich接任CTO职位。这一领导层平稳过渡似乎未影响投资者信心，反而凸显了公司的稳健发展。
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