异动解读|Palo Alto Networks盘中上涨3.66%,多家投行大幅上调目标价叠加网安板块走强

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7月6日,Palo Alto Networks盘中上涨3.66%,报361.33美元/股,成交额5.12亿美元。

消息面上,近期多家投行密集大幅上调公司目标价:富国银行将目标价从325美元上调至420美元,维持跑赢大盘评级;Arete将目标价从185美元上调至433美元,维持买入评级。此外,同行业CrowdStrike当日上涨6.06%,网络安全板块整体走强形成联动效应。

基本面方面,公司此前公布的第三财季业绩全线超预期,营收同比增长31%达30亿美元,AI安全ARR同比飙升60%,全年EPS指引上调至3.77-3.79美元,远超市场预期的3.68美元。公司"平台化"战略持续获得市场认可,叠加与IBM、Wipro等伙伴的合作拓展以及主权Cortex新品即将推出,成长逻辑进一步夯实。

(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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