8月27日，Palo Alto Networks夜盘上涨4.7%，报355.03美元/股，成交额1.81万美元。消息面上，据The Information报道，公司CEO Nikesh Arora在过去18个月内曾探索收购Datadog与Okta，旨在扩展产品线以应对AI新型威胁。交易未果后，公司分别以250亿美元收购Okta竞争对手CyberArk、33.5亿美元收购Datadog竞争对手Chronosphere，彰显平台化扩张决心。
同日网安板块整体走强，同业CrowdStrike大涨9.87%，板块性资金流入构成提振。此外，近期多家机构密集上调公司目标价至400-475美元区间，富国银行、BMO Capital、Stifel等均维持看多评级，市场对其AI安全战略布局认可度较高。公司将于9月1日发布财季业绩。
（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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