10月7日，Palo Alto Networks盘中下跌3.09%，报406.93美元/股，成交额3.76亿美元。消息面上，近期多家机构上调公司目标价并看好AI安全需求，但股价经历连续上涨后出现获利回吐，叠加网络安全板块整体走弱，CrowdStrike、Zscaler等同行同步下跌，形成板块性压力。
此前，摩根士丹利将目标价上调至410美元，BTIG上调至425美元，RBC更是给出475美元目标价，主要基于AI驱动的安全支出加速及下一代安全业务ARR强劲增长。公司新推出的Unit 42 Continuous Frontier AI Defense服务整合Anthropic与OpenAI多模型能力，强化AI安全产品竞争力。不过，高管Dipak Golechha近期按10b5-1计划减持，也引发市场对估值过高的谨慎情绪。
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