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韦德布什表示，帕洛阿尔托网络“又向前迈出了一步”
2025-11-20 20:55
- Palo Alto Networks's (PANW) latest quarterly results and increase in sales outlook for fiscal 2026 are indicative that the cybersecurity company is taking “another step forward,” Wedbush Securities said.
- Shares fell 3.4% in premarket trading on Thursday.
- “We continue to believe the platformization approach is the right move for PANW as cybersecurity is a clear 2nd/3rd derivative play in the AI Revolution leading to the company ultimately emerging in the driver’s seat to gain market/mind share,” Wedbush Securities analyst Dan Ives wrote in a note to clients.
- In addition to the results, Palo Alto Networks said it was buying Chronosphere for $3.35B, which Ives believes is another sign that the company is being aggressive in M&A for the right reasons.
- “We maintain our OUTPERFORM and $225 price target while keeping PANW on Wedbush’s Best Ideas List + IVES AI 30, and we would be buyers on any knee-jerk weakness in shares,” he added.
More on Palo Alto Networks
- Palo Alto Networks, Inc. (PANW) Q1 2026 Earnings Call Transcript
- Palo Alto Networks: Compelling Growth, High Valuation, Maintain Hold
- SentinelOne Is Second Behind Palo Alto, But Still A Buy
- Biggest stock movers Thursday: NVDA, PANW, and more
- Palo Alto Networks outlines $20B ARR target by FY '30 as AI and quantum themes drive strategic acceleration
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