Palo Alto Networks将2026年的收入预测提高到11.28-11.31B美元,因为AI安全需求强劲,但股票由于购置成本和Q3前景不佳而下跌。 Palo Alto Networks raised 2026 revenue forecast to $11.28–$11.31B on strong AI security demand, but shares dropped due to acquisition costs and weak Q3 outlook.

Palo Alto Networks将其2026年全年收入预测提高到11.28-11.3亿美元,并将EPS指南调整为3.65-3.70美元,指出对AI驱动的安保服务和平台化的需求很大。 Palo Alto Networks raised its full-year 2026 revenue forecast to $11.28–$11.31 billion and adjusted EPS guidance to $3.65–$3.70, citing strong demand for AI-driven security services and platformization. 尽管第二季度收入超过预期,收入为259亿美元,每股收益为1.03美元,但由于最近收购的整合成本,包括CyberArk和Koi,以及股票数量增加,股票下跌. Despite beating Q2 earnings expectations with $2.59 billion in revenue and $1.03 in adjusted EPS, shares declined amid concerns over integration costs from recent acquisitions, including CyberArk and Koi, and a higher share count. 该公司的下一个Gen安全ARR提高了33%,达到63亿美元,但Q3指南没有达到估计值,尽管“Moderate Buy”分析师达成了共识,但投资者仍持谨慎态度。 The company’s Next-Gen Security ARR rose 33% to $6.3 billion, but Q3 guidance fell short of estimates, contributing to investor caution despite a "Moderate Buy" analyst consensus.