$PANW

PANW

Palo Alto Networks, Inc.

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截至 09-26
09-19
Christopher Uhl - OVTLYR发布 2026-09-19
《10 Stocks That Could Beat NVDA Next Week》
$PANW看涨
PANW 出现新的动能，并满足 5/9 项标准；在当前价位被视为买入标的。

那这里的Palo Alto Networks（PANW）呢？请允许我快速刷新一下屏幕。好。Palo Alto Networks在这里。情况类似，不是吗？新的动能已经就位。我们有了方向。

我们在这只股票上看到了我们想看的一切。板块并不完全处于它应该在的位置，但它正朝着我们的方向移动，而市场未必在帮我们。但在我们考察一只股票的九个要素中，这只股票达到了九个中的五个。

这……这是一个我喜欢的箭头概念。我非常喜欢它。在这个价位我非常喜欢它。

What about Palo Alto Networks (PANW) here? Please allow me to quickly refresh the screen. Good. So, Palo Alto Networks is here. A similar situation, isn't it? A new momentum is in place.

We've got the direction. We have everything we want to see in this stock. The sector is not exactly where it should be, but it is moving in our direction, and the market is not necessarily helping us .

But out of nine things we look for in a stock, this achieves five out of nine. This...this is an arrow whose concept I like. I like it very much. I like it very much at this level.

看原视频03:58
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09-18
Chip Stock Investor发布 2026-09-18
《The AI Agent Problem No One's Pricing In Yet》
$PANW看跌
因估值偏高/透支而减持 PANW 仓位，但因平台化趋势而保留敞口。

这就是我们投资 CyberArk 的原因，它现在已是 Palo Alto Networks 的一部分。

This is why we invested in CyberArk, now part of Palo Alto Networks.

或者 Palo Alto 在平台化上做同样的事，

or Palo Alto doing the same thing with platformization,

不过，估值仍然重要，所以这就是我们决定减持 Palo Alto 和 CrowdStrike 的原因。估值看起来就是非常高、非常拉伸。但这并不代表它被移出观察名单。由于这一趋势，它们并没有被完全清出投资组合。

Valuation does still matter, though, so that's why we decided to trim Palo Alto and CrowdStrike. Valuations just look very high, very stretched. But it's not off the watchlist.

They're not out of the portfolio entirely because of this trend.

看原视频03:55
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09-17
Schwab Network发布 2026-09-17
《Bull v. Bear: PANW Parabolic Growth Opportunity Meets Extreme Valuation》
$PANW看跌
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 .

看原视频00:03
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09-14
Verified Investing发布 2026-09-14
《AI Safety Warnings Surge Cybersecurity Stocks: PANW, CRWD, OKTA Key Levels》
$PANW未站边
PANW 在 374.18 美元面临关键阻力测试；若要成功，需维持平行通道并突破下降趋势线以冲击新高，否则面临跌破风险。

接下来看PNW。现在，这就是今天所有资金流入的去向。网络安全股。现在，如果我们看PANW，我们当时正处于PANW跌破的边缘。你可以从今年5月以来一直维持的上升平行通道中看到这一点。

价格一直很好地维持在其中，直到9月2日这里，我们跌破了它，形成了看跌整理。然后这个周末的消息正是PANW此刻所需要的，让它重新回到那个平行通道内，但它并没有推过这条下降趋势线。所以现在那就是底线。

Next up into PNW. Now, this is where all the inflow of capital went today. Cyber security stocks. Now, if we look at PanW, we were on the verge of a breakdown on PanW. You can see this from the inclining parallel channel contained from May of this year.

We've had price really do a good job maintaining within it all up until right here on September 2nd when we drop beneath, put in bearish consolidation. And then the news this weekend was the defiill PanW needed right now at this time to get back into that parallel channel, but it did not push past this declining trend line. So that right now is the line in the sand.

他说在等
价格走势相对于374.18美元以及平行通道边界的位置
收于374.18美元上方，并在平行通道内维持超过一天
明天的交易时段收盘数据
突破上行则支持其涨向历史新高的判断；若未能守住通道或未能突破趋势线，则削弱该形态
看原视频18:04
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Schwab Network发布 2026-09-14
《Bull v. Bear: CRWD Breaks Out to Record Highs in Cybersecurity Rally》
$PANW看涨
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

看原视频01:23
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Schwab Network发布 2026-09-14
《The Big 3: PLTR, ORCL, PANW》
$PANW看涨
PANW 受益于不断扩大的 AI 安全需求；近期价格走势显示买盘持续不断，技术面呈现看涨格局。

不过你的姓氏可是Dario Amodei那则公告的一大受益者。Palo Alto Networks和网络安全类股今天表现确实出色。Palo Alto Networks是表现最好的个股之一，PNW现在上涨了将近13%。

Your last name though is a big beneficiary of uh the announcement uh from Dario Amade. Palo Alto Networks and the cyber names really outperforming today. Palo Alto Network's one of the top performers were up about almost 13% right now for PNW.

是的，它们在我的关注范围内。是我们持有很久的一家公司。是的，我的意思是，需要这类消息才能引发这样的反应，这令人意外。我没想到它此前会低到那个程度。

Yeah, they're on my radar. uh company we've owned for a long time. And yeah, I mean, it's surprising that it would take this type of news for it to to get this reaction. I'm surprised it was as low as it was.

看原视频10:07
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Schwab Network发布 2026-09-14
《Cybersecurity Stocks Surge on AI Safety Concerns, PANW Options Trade》
$PANW看涨
PANW 具备强劲上行空间，突破 350-351 美元后有望升至约 400 美元的历史高点，期权端潜在收益超过 200%。

正如我提到的，Crowdstrike 和 PaloAlto Networks 都是两位数增长。

In double digits as I mentioned for Crowdstrike, PaloAlto Networks.

看原视频00:05
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09-12
Parkev Tatevosian, CFA发布 2026-09-12
《The Proliferation of Agentic AI Has Been Great News for Palo Alto Stock Investors | PANW Stock》
$PANW未站边
PANW 为持有评级；相对于利润率与 ROIC 的下滑，其估值过高（远期市盈率 68.6，DCF 公允价值 175 美元，而市价为 335 美元）。

Palo Alto Networks 的营收增长因此正在加速。管理层预计 2027 财年增长至少 23%，并预计到 2028 财年自由现金流利润率达到 40%。

Palo Alto Networks is experiencing accelerating revenue growth as a result. The management team is forecasting at least 23% growth in the fiscal year 2027 and forecasting 40% free cash flow margin by fiscal year 2028.

那么，这是否让 Palo Alto Networks 的股票成为一个买入机会？让我们来看看这家公司的业务，一起回答这个问题。

So, does this make Palo Alto Networks stock a buying opportunity? Let's take a look at the business and answer that question together.

看原视频00:06
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