---
title: "Palo Alto Networks climbs 3% to record high on AI security demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293051140.md"
description: "PANW.US rises 3% to record $365.03 on AI cybersecurity demand; Citi, Needham raise price targets to $400-$425."
datetime: "2026-07-17T14:31:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293051140.md)
  - [en](https://longbridge.com/en/news/293051140.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293051140.md)
---

# Palo Alto Networks climbs 3% to record high on AI security demand

派拓网络 (PANW.US) 盘中涨超 3%，现报 365.025 美元。

该股盘中触及历史新高，主要受 AI 驱动的网络安全需求激增推动。花旗近日将目标价从 340 美元上调至 400 美元，维持「买入」评级；Needham 也将目标价从 350 美元上调至 425 美元。Capital One 将其评级上调至「增持」，目标价 421 美元， citing 数据中心增长和政府 Focus。

公司近期公布的第一财季业绩表现强劲，每股收益 0.85 美元、营收 30 亿美元，均超出市场预期，同比增长 31.1%。下一代安全业务年度经常性收入（ARR）同比增长 60% 至 81 亿美元。管理层上调 2026 财年指引，并表示 AI 驱动的安全需求强劲，此前市场对 SaaS 支出的担忧已消散。

机构资金持续流入，Avalon Trust Co 在第一季度增持 55.9%，持仓达 110,635 股，价值 1770 万美元；Lmcg Investments LLC 增持 71.0%，持仓 81,228 股，价值 1300 万美元。与此同时，IBM CEO 关于客户因网络安全担忧而暂停支出的评论，被市场解读为对纯网络安全厂商的利好，推动 CrowdStrike 和派拓网络等个股上涨。

### Related Stocks

- [PANW.US](https://longbridge.com/en/quote/PANW.US.md)

## Related News & Research

- [Palo Alto Networks' Q4 2026 Earnings: What to Expect](https://longbridge.com/en/news/293633062.md)
- [Palo Alto Networks (PANW) Earns Price-Target Upgrade From Argus](https://longbridge.com/en/news/293353938.md)
- [Palo Alto Networks, Inc. $PANW Shares Purchased by Avalon Trust Co](https://longbridge.com/en/news/292998219.md)
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- [Here are some signs that say investors should give the software sector a second chance](https://longbridge.com/en/news/293366322.md)