美国网络安全软件供应商Palo Alto Networks（PANW）周二盘中大涨6.94%，引发市场广泛关注。此次股价上涨主要受益于公司发布的强劲财报以及乐观的未来展望。
据报道，Palo Alto Networks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。
更引人注目的是公司对未来的乐观预期。Palo Alto Networks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每股收益将介于88至90美仙之间，超过分析师预测的85美仙。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，在企业加速云迁移和升级安全系统的背景下，Palo Alto Networks有望持续受益。
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