Schwab Network 对 $PANW 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 8 条
2026-09-17看跌
《Bull v. Bear: PANW Parabolic Growth Opportunity Meets Extreme Valuation》
PANW 是一家高质量公司,但当前估值偏高,股价已反映了到 2027 年的增长。

Palo Alto Networks 的股价成为头条新闻,此前 Bernstein 将这只网络安全股评级从“跑赢大盘”下调至“与大盘持平”。

Palo Alto Networks shares are making headlines after Bernstein downgraded the cybersecurity stock from " outperforming" to " matching" performance.

不过,该公司仍在提高其目标价,以反映网络安全需求的增长,以及在人工智能相关网络安全风险的担忧下如何利用这一需求。

However, the company is still raising its price target as a reflection of increased demand for cybersecurity and how to leverage it amid concerns about cybersecurity risks associated with artificial intelligence .

2026-09-14看涨
《Bull v. Bear: CRWD Breaks Out to Record Highs in Cybersecurity Rally》
PANW受强劲基本面与技术面突破推动,短期动能积极,但长期前景尚未得到确认。

就像我之前提到的,比如 Palo Alto Networks。他们几周前公布了财报,业绩大幅超出预期,营收也超出了预期。该股今天处于52周高点。

like Palo Alto Networks as I mentioned before. You know they they had earnings um a few weeks back uh beat those handily and and also beat the revenue estimate. Uh you know stock is as on the on the 52- week high today

2026-09-14看涨
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