Wall Street loves Palo Alto stock today. But should you?Cybersecurity specialist Palo Alto Networks' (PANW 8.65%) stock soared 8% through 11:25 a.m. ET Tuesday after the company beat analyst forecasts for sales and earnings last night.Heading into its report for the fiscal fourth quarter of 2024, ended July 31, analysts forecast Palo Alto would earn $1.41 per share in "adjusted" profit on sales of $2.16 billion. Instead, Palo Alto reported $1.51 per share, and sales were $2.19 billion. Palo Alto also guided ...

文章核心观点 - 公司在2023财年第四季度交出了一份亮眼的成绩单,营收和账单数据均超出市场预期 [2][4] - 公司的平台化战略取得了进展,第四季度新增超过90家平台化客户,总数已超过1000家,这些客户的ARPU也呈现双位数增长 [5][11] - 公司在新兴业务如Cortex、Prisma Cloud和AI等领域也取得了良好进展 [6] - 公司发布了2025财年的指引,虽然略低于市场预期,但仍显示公司有望保持双位数收入增长和利润改善 [7][9] 财务数据总结 - 第四季度账单同比增长11%至35.02亿美元,超出市场预期 [2] - 第四季度收入同比增长12%至21.9亿美元,超出预期 [10] - 公司2025财年RPO(未来12个月合同收入)指引为152-153亿美元,略低于市场预期 [3] - 公司2025财年NGS-ARR(下一代安全年经常性收入)预计将达到44.2-44.7亿美元,同比增长28-30% [14] - 公司表示2025财年账单有望增长12% [15] 业务发展总结 - 公司的平台化战略持续推进,第四季度新增90家平台化客户,总数超过1000家,这些客户的ARPU呈现双位数增长 [5][11] - 公司在SASE(安全访问服务边缘)和Cortex(安全运营)等新兴业务领域也取得了良好进展,分别拥有5300多家和6100多家客户 [22][23] - 公司预计2025财年产品收入将增长0-5% [25]

Key TakeawaysPalo Alto Network shares surged on Tuesday after the company reported better-than-expected quarterly results.Analysts who raised their price targets for the stock said the cybersecurity company's results showed that its platform consolidation efforts were paying off.They also noted that Palo Alto Networks' artificial intelligence (AI) integration initiatives showed early promise. Palo Alto Networks (PANW) shares jumped during intraday trading Tuesday after the cybersecurity company reported str ...

Palo Alto Networks Inc (NASDAQ:PANW) stock is surging today, up 7.5% at $368.95 at last glance, after the cybersecurity name's fiscal fourth-quarter results beat estimates. The company also announced upbeat quarterly and full-year guidance, leading a flood of analysts to lift their price targets on the stock. Today's pop has PANW finally fully recovered from its massive February post-earnings bear gap that saw the stock drop 28.4% in a single session. Year to date, the equity is up 24.4%. Options traders ar ...

Most of the stock market had thought of the technology sector as a place to be in the past, and that is just not the case today, as names like Palo Alto Networks Inc. NASDAQ: PANW show strengthening financial and price momentum as the company’s latest quarterly earnings results are released to the public. While it may not be as attractive a name as some of the previous darlings in the semiconductor industry, this stock is still worth taking a look at.Palo Alto Networks TodayPANWPalo Alto Networks$365.70 +22 ...

Palo Alto Networks, Inc. (PANW) reported better-than-expected results for the fourth quarter of fiscal 2024. The company reported non-GAAP earnings of $1.51 per share for the fiscal fourth quarter, which beat the Zacks Consensus Estimate of $1.41. The bottom line improved 4.9% from the year-ago quarter’s non-GAAP earnings of $1.44 per share and came above the company’s earlier guidance of $1.40-$1.42.Palo Alto’s fiscal fourth-quarter revenues of $2.19 billion beat the Zacks Consensus Estimate of $2.16 billi ...

Sundry Photography Palo Alto Networks: Solid Earnings Performance And Outlook Palo Alto Networks (NASDAQ:PANW) investors cheered its solid earnings release and outlook as PANW announced its FQ4 earnings. The company demonstrated that fears about an elongated sales cycle driven by its platformization drive have been overstated. I indicated in my previous PANW article in May 2024 that these fears were misunderstood. As a result, I'm confident that Palo Alto Networks has corroborated my conviction with its sol ...

Key TakeawaysPalo Alto Networks shares gained ground in premarket trading Tuesday after the cybersecurity provider released earnings that surpassed expectations and issued an outlook at the high end of Wall Street forecasts.Buyers snapped up a temporary dip below a multi-month trendline and the 200-day moving average earlier this month, with the price continuing to show upward momentum leading into the company’s quarterly results.Investors should watch key overhead chart levels in Palo Alto shares at $345, ...

One of Nancy Pelosi’s favorite holdings, Palo Alto Network (NASDAQ: PANW), recently unveiled its Q4 earnings report on August 20, posting beat on expectations.Namely, PANW reported earnings per share (EPS) of $1.51, compared with an estimated $1.41, and revenue of  $2.19 billion, above the expected $2.16 billion. This represents a 12% increase in revenue from the same period in the previous year.Furthermore, Palo Alto Networks raised its EPS guidance to $6.18 to $6.31, compared to an estimated  $6.22 for th ...

Robert Way Investment Thesis Palo Alto Networks (NASDAQ:PANW) fiscal Q4 earnings results delivered top and bottom beats, with better-than-expected guidance. However, I'm not convinced of its prospects. Even though there is enough here for me to upgrade my sell rating to a hold rating, I argue that paying 29x forward free cash flow for a business that is delivering mid-teen growth rates is too high a premium, even for a hot area of the market as cybersecurity. Succinctly put, I believe there are better oppor ...