<p>随着数字化和地缘政治紧张局势的加剧，网络攻击不断增加。此外，这些攻击的复杂性也在增加，网络犯罪分子利用先进技术和人工智能（AI）。根据_Check Point Research_的数据，2024 年第二季度全球每家机构每周的网络攻击次数同比增长 30％，达到 1636 次。在这种有利的需求背景下，我们使用 TipRanks 的股票比较工具将飞塔信息（FTNT）、CrowdStrike（CRWD）和派拓网络（PANW）进行比较，以找到最佳的网络安全股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/cybersecurity.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/cybersecurity.png"/></p>
<h2><strong>飞塔信息（NASDAQ:FTNT）</strong></h2>
<p>飞塔信息的股价今年迄今已上涨 31％，得到了网络安全公司 2024 年第二季度强劲业绩和提升的全年展望的支持。公司第二季度营收同比增长约 11％，达到 14.3 亿美元，服务收入增长 20％，超过了产品收入下降 4.4％的影响。</p>
<p>值得注意的是，第二季度调整后的每股收益（EPS）增长 50％，达到 0.57 美元，这是由于更高的营收和运营利润率提高了 820 个基点。飞塔信息运营利润率的巨大提升得益于毛利率的提高和成本效率的提升。</p>
<p>尽管第二季度的账单保持同比持平引发了一些担忧，管理层对未来前景表达了信心。公司打算投资于快速增长的统一 SASE（安全访问服务边缘）和安全运营业务，同时在安全网络中赢得市场份额。</p>
<h2><strong>购买飞塔信息股票是否明智？</strong></h2>
<p>根据第二季度业绩，瑞士信贷分析师格雷格·莫斯科维茨重申了对飞塔信息股票的持有评级，并将目标股价从 66 美元上调至 68 美元。分析师指出公司的业绩良好，利润率稳固。</p>
<p>莫斯科维茨认为公司在网络安全领域处于有利位置，但对 SASE 和 SecOps 市场的激烈竞争表示担忧。</p>
<p>根据 TipRanks，飞塔信息有 9 个买入和 20 个持有评级，整体评级为中性买入。平均目标股价为 71.35 美元，暗示当前水平下可能下跌 7％。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/FTNT.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/FTNT.png"/></p>
<p><strong>查看更多飞塔信息分析师评级</strong></p>
<h2><strong>CrowdStrike（NASDAQ:CRWD）</strong></h2>
<p>上个月，CrowdStrike 股票遭受重创，公司 Falcon 传感器软件的错误更新影响了数百万微软（MSFT）Windows 设备，并导致大规模故障。这家云原生网络安全公司现在面临集体诉讼，以及达美航空公司（DAL）的法律诉讼。</p>
<p>尽管发生了这一切混乱，CrowdStrike 报告了 2025 财年第二季度（截至 2024 年 7 月 31 日）超出预期的业绩。营收增长 32％，达到 9.639 亿美元，调整后的每股收益增长超过 40％，达到 1.04 美元。</p>
<p>然而，CrowdStrike 下调了全年指导，以反映全球故障的影响。管理层警告称，他们预计将会看到新老客户的销售周期延长以及额外的交易审查。尽管面临这些短期压力，公司对其长期潜力充满信心，得益于强大的客户保留率。公司继续致力于在 2031 财年底实现 100 亿美元的年度重复收入。</p>
<h2><strong>CRWD 股票的目标股价是多少？</strong></h2>
<p>8 月 30 日，汇丰银行分析师斯蒂芬·伯西将 CrowdStrike 股票评级从持有升级为买入，并将目标股价从 302 美元上调至 339 美元。分析师认为，不利的故障消息已经过去，因为事故的财务影响现在已知。他认为 CRWD 的长期增长故事仍然完好无损，公司在安全市场中拥有一些增长最快的市场。</p>
<p>伯西还强调，尽管最近面临一些阻力，公司的年度重复收入继续增长，主要是在其高增长业务部门。</p>
<p>根据 34 个买入、5 个持有和 1 个卖出建议，CrowdStrike 获得了强烈买入的一致评级。平均目标股价为 329.36 美元，暗示约 19％的上涨潜力。今年迄今股价上涨了 9％。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/CRWD.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/CRWD.png"/></p>
<p><strong>查看更多 CrowdStrike 分析师评级</strong></p>
<h2><strong>派拓网络（NASDAQ:PANW）</strong></h2>
<p>Palo Alto 为客户提供网络安全、云安全和安全运营方面的人工智能解决方案。今年早些时候，PANW 股价大幅下跌，原因是市场对公司转向新的 “平台化” 战略表示担忧。公司表示，在新战略下，将通过激励措施和促销活动来推动客户购买捆绑产品和服务，而不是独立产品购买。</p>
<p>上个月，公司通过发布 2024 财年第四季度的业绩向投资者解释了他们对战略转变的担忧。第四季度营收增长 12％，达到 22 亿美元，调整后的每股收益约增长 5％，达到 1.51 美元。此外，下一代安全（NGS）平台的年度重复收入（ARR）增长了 43％，达到 42 亿美元。</p>
<p>Palo Alto 将其超出预期的表现归因于其平台化战略的实施。公司预计该战略将是实现 2024 财年 30 亿美元 NGS ARR 目标的主要推动因素。</p>
<h2><strong>购买 PANW 股票是否明智？</strong></h2>
<p>对于第四季度业绩，阿格斯分析师约瑟夫·邦纳将 Palo Alto 股票的目标股价从 348 美元上调至 400 美元，并重申买入评级。分析师指出，公司的新营销策略正在取得进展。他补充说，虽然新策略可能导致短期营收增长放缓，但预计随着时间的推移将推动营收加速增长。</p>
<p>华尔街对 Palo Alto 股票持有强烈买入的一致评级，由 31 个买入和 6 个持有支持。平均目标股价为 388.14 美元，暗示 7％的上涨潜力。今年迄今股价上涨了 23％。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/PANW.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/PANW.png"/></p>
<p><strong>查看更多 PANW 分析师评级</strong></p>
<h2><strong>结论</strong></h2>
<p>华尔街对 CrowdStrike 和 Palo Alto 股票持高度看涨态度，对 Fortinet 持谨慎乐观态度。他们认为 CRWD 股票的上涨潜力高于其他两家网络安全公司的股票。</p>
<p>尽管最近的故障对 CrowdStrike 短期业务产生影响，分析师们仍对未来几年公司产品的需求感到自信。</p>
<p>披露</p>

飞塔信息

派拓网络

<p>全球范围内的网络攻击在数字化进程加快和地缘政治紧张局势升级的背景下激增了 30%，这促使人们开始比较网络安全股票：飞塔信息（FTNT）、CrowdStrike（CRWD）和派拓网络（PANW）。由于强劲的第二季度业绩，FTNT 今年股价上涨了 31%，但分析师建议保持谨慎，因为行业竞争激烈。CRWD 最近由于软件故障而面临集体诉讼的问题，但分析师对其长期增长持乐观态度。PANW 报告了积极的第四季度业绩，扭转了对其新战略的担忧，同时也预计将从其平台化倡议中实现显著增长</p>

<p>Cyber attacks have been rising amid growing digitization and geopolitical tensions. Moreover, the sophistication of these attacks has increased, with cyber criminals leveraging advanced technologies and artificial intelligence (AI). As per <em>Check Point Research</em>, cyber attacks rose 30% year-over-year to 1,636 attacks per organization per week globally in Q2 2024. Given this favorable demand backdrop, we used TipRanks’ Stock Comparison Tool to place Fortinet (FTNT), CrowdStrike (CRWD), and Palo Alto Networks (PANW) against each other to find the best cybersecurity stock.</p>
<div class="lb-trans"><p>随着数字化和地缘政治紧张局势的加剧，网络攻击不断增加。此外，这些攻击的复杂性也在增加，网络犯罪分子利用先进技术和人工智能（AI）。根据_Check Point Research_的数据，2024 年第二季度全球每家机构每周的网络攻击次数同比增长 30％，达到 1636 次。在这种有利的需求背景下，我们使用 TipRanks 的股票比较工具将飞塔信息（FTNT）、CrowdStrike（CRWD）和派拓网络（PANW）进行比较，以找到最佳的网络安全股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/cybersecurity.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/09/cybersecurity.png"/></p>
<h2><strong>Fortinet (NASDAQ:FTNT)</strong></h2>
<div class="lb-trans"><h2><strong>飞塔信息（NASDAQ:FTNT）</strong></h2>
</div><p>Shares of Fortinet have jumped 31% year-to-date, supported by the cybersecurity company’s robust results for the second quarter of 2024 and upgraded full-year outlook. The company’s Q2 revenue increased about 11% year-over-year to $1.43 billion, as a 20% rise in Service revenue more than offset the 4.4% decline in Product revenue.</p>
<div class="lb-trans"><p>飞塔信息的股价今年迄今已上涨 31％，得到了网络安全公司 2024 年第二季度强劲业绩和提升的全年展望的支持。公司第二季度营收同比增长约 11％，达到 14.3 亿美元，服务收入增长 20％，超过了产品收入下降 4.4％的影响。</p>
</div><p>Remarkably, Q2 adjusted earnings per share (EPS) surged 50% to $0.57 due to higher revenue and an 820 basis points expansion in operating margin. Such a massive improvement in Fortinet’s operating margin was driven by increased gross margin and cost efficiencies.</p>
<div class="lb-trans"><p>值得注意的是，第二季度调整后的每股收益（EPS）增长 50％，达到 0.57 美元，这是由于更高的营收和运营利润率提高了 820 个基点。飞塔信息运营利润率的巨大提升得益于毛利率的提高和成本效率的提升。</p>
</div><p>While there were some concerns about Q2 billings remaining flat year-over-year, management expressed confidence in the prospects ahead. The company intends to invest in the rapidly growing Unified SASE (secure access service edge) and Security Operations businesses, while winning market share in Secure Networking.</p>
<div class="lb-trans"><p>尽管第二季度的账单保持同比持平引发了一些担忧，管理层对未来前景表达了信心。公司打算投资于快速增长的统一 SASE（安全访问服务边缘）和安全运营业务，同时在安全网络中赢得市场份额。</p>
</div><h2><strong>Is FTNT a Good Buy?</strong></h2>
<div class="lb-trans"><h2><strong>购买飞塔信息股票是否明智？</strong></h2>
</div><p>Following the Q2 results, Mizuho analyst Gregg Moskowitz reiterated a Hold rating on Fortinet stock and raised the price target to $68 from $66. The analyst noted the company’s upbeat results and solid margins.</p>
<div class="lb-trans"><p>根据第二季度业绩，瑞士信贷分析师格雷格·莫斯科维茨重申了对飞塔信息股票的持有评级，并将目标股价从 66 美元上调至 68 美元。分析师指出公司的业绩良好，利润率稳固。</p>
</div><p>While Moskowitz thinks that the company is well positioned within the network security space, he is concerned about the intense rivalry in the SASE and SecOps markets.</p>
<div class="lb-trans"><p>莫斯科维茨认为公司在网络安全领域处于有利位置，但对 SASE 和 SecOps 市场的激烈竞争表示担忧。</p>
</div><p>With nine Buys and 20 Holds, Fortinet has a Moderate Buy consensus rating on TipRanks. The average FTNT stock price target of $71.35 implies a possible downside of 7% from current levels.</p>
<div class="lb-trans"><p>根据 TipRanks，飞塔信息有 9 个买入和 20 个持有评级，整体评级为中性买入。平均目标股价为 71.35 美元，暗示当前水平下可能下跌 7％。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/FTNT.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/09/FTNT.png"/></p>
<p><strong>See more FTNT analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多飞塔信息分析师评级</strong></p>
</div><h2><strong>CrowdStrike (NASDAQ:CRWD)</strong></h2>
<div class="lb-trans"><h2><strong>CrowdStrike（NASDAQ:CRWD）</strong></h2>
</div><p>CrowdStrike stock took a major hit last month when a faulty update to the company’s Falcon sensor software impacted millions of Microsoft (MSFT) Windows devices and caused a massive outage. The cloud-native cybersecurity company is now facing class action lawsuits and also legal action by Delta Air Lines (DAL).</p>
<div class="lb-trans"><p>上个月，CrowdStrike 股票遭受重创，公司 Falcon 传感器软件的错误更新影响了数百万微软（MSFT）Windows 设备，并导致大规模故障。这家云原生网络安全公司现在面临集体诉讼，以及达美航空公司（DAL）的法律诉讼。</p>
</div><p>Despite all this chaos, CrowdStrike reported better-than-expected results for the second quarter of Fiscal 2025 (ended July 31, 2024). Revenue grew 32% to $963.9 million, while adjusted EPS surged over 40% to $1.04.</p>
<div class="lb-trans"><p>尽管发生了这一切混乱，CrowdStrike 报告了 2025 财年第二季度（截至 2024 年 7 月 31 日）超出预期的业绩。营收增长 32％，达到 9.639 亿美元，调整后的每股收益增长超过 40％，达到 1.04 美元。</p>
</div><p>However, CrowdStrike lowered its full-year guidance to reflect the impact of the global outage. Management cautioned that it expects to witness extended sales cycles for both new and existing customers and additional deal scrutiny. Despite these near-term pressures, the company is confident about its long-term potential, backed by a strong customer retention rate. It continues to target $10 billion in ending ARR (annual recurring revenue) by the end of Fiscal 2031.</p>
<div class="lb-trans"><p>然而，CrowdStrike 下调了全年指导，以反映全球故障的影响。管理层警告称，他们预计将会看到新老客户的销售周期延长以及额外的交易审查。尽管面临这些短期压力，公司对其长期潜力充满信心，得益于强大的客户保留率。公司继续致力于在 2031 财年底实现 100 亿美元的年度重复收入。</p>
</div><h2><strong>What Is the Price Target for CRWD Stock?</strong></h2>
<div class="lb-trans"><h2><strong>CRWD 股票的目标股价是多少？</strong></h2>
</div><p>On August 30, HSBC analyst Stephen Bersey upgraded CrowdStrike stock to Buy from Hold and raised the price target to $339 from $302. The analyst contends that the unfavorable outage news is behind us, given that the financial impact of the incident is known now. He believes that CRWD’s long-term growth story remains intact, with the company having exposure to some of the fastest-growing markets in the security market.</p>
<div class="lb-trans"><p>8 月 30 日，汇丰银行分析师斯蒂芬·伯西将 CrowdStrike 股票评级从持有升级为买入，并将目标股价从 302 美元上调至 339 美元。分析师认为，不利的故障消息已经过去，因为事故的财务影响现在已知。他认为 CRWD 的长期增长故事仍然完好无损，公司在安全市场中拥有一些增长最快的市场。</p>
</div><p>Bersey also highlighted that despite recent headwinds, the company’s ARR continues to rise, mainly in its hyper-growth business divisions.</p>
<div class="lb-trans"><p>伯西还强调，尽管最近面临一些阻力，公司的年度重复收入继续增长，主要是在其高增长业务部门。</p>
</div><p>CrowdStrike scores a Strong Buy consensus rating based on 34 Buys, five Holds, and one Sell recommendation. The average CRWD stock price target of $329.36 implies about 19% upside potential. Shares are up 9% so far this year.</p>
<div class="lb-trans"><p>根据 34 个买入、5 个持有和 1 个卖出建议，CrowdStrike 获得了强烈买入的一致评级。平均目标股价为 329.36 美元，暗示约 19％的上涨潜力。今年迄今股价上涨了 9％。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/CRWD.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/09/CRWD.png"/></p>
<p><strong>See more CRWD analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 CrowdStrike 分析师评级</strong></p>
</div><h2><strong>Palo Alto Networks (NASDAQ:PANW)</strong></h2>
<div class="lb-trans"><h2><strong>派拓网络（NASDAQ:PANW）</strong></h2>
</div><p>Palo Alto offers customers AI-powered solutions in network security, cloud security, and security operations. Earlier this year, PANW stock plunged significantly over concerns about the company’s pivot to its new “platformization” strategy. The company said that under the new strategy, it would use incentives and promotions to drive the purchase of bundled products and services by its customers instead of standalone product purchases.</p>
<div class="lb-trans"><p>Palo Alto 为客户提供网络安全、云安全和安全运营方面的人工智能解决方案。今年早些时候，PANW 股价大幅下跌，原因是市场对公司转向新的 “平台化” 战略表示担忧。公司表示，在新战略下，将通过激励措施和促销活动来推动客户购买捆绑产品和服务，而不是独立产品购买。</p>
</div><p>Last month, the company addressed investors’ concerns about its strategic shift by delivering upbeat results for the fourth quarter of Fiscal 2024. Revenue grew 12% to $2.2 billion in Q4 FY24 (ended July 31, 2024), while adjusted EPS increased about 5% to $1.51. Moreover, ARR for the next-generation security (NGS) platform surged 43% to $4.2 billion.</p>
<div class="lb-trans"><p>上个月，公司通过发布 2024 财年第四季度的业绩向投资者解释了他们对战略转变的担忧。第四季度营收增长 12％，达到 22 亿美元，调整后的每股收益约增长 5％，达到 1.51 美元。此外，下一代安全（NGS）平台的年度重复收入（ARR）增长了 43％，达到 42 亿美元。</p>
</div><p>Palo Alto attributed its better-than-anticipated performance to the implementation of its platformization strategy. The company expects this strategy to be a major driver in achieving its target of $15 billion in NGS ARR in FY30.</p>
<div class="lb-trans"><p>Palo Alto 将其超出预期的表现归因于其平台化战略的实施。公司预计该战略将是实现 2024 财年 30 亿美元 NGS ARR 目标的主要推动因素。</p>
</div><h2><strong>Is PANW a Good Stock to Buy?</strong></h2>
<div class="lb-trans"><h2><strong>购买 PANW 股票是否明智？</strong></h2>
</div><p>In reaction to the Q4 results, Argus analyst Joseph Bonner raised the price target for Palo Alto stock to $400 from $348 and reaffirmed a Buy rating. The analyst noted that the company is witnessing traction in its new go-to-market strategy. He added that while the new strategy would result in slower near-term revenue growth, it is expected to drive revenue acceleration over time.</p>
<div class="lb-trans"><p>对于第四季度业绩，阿格斯分析师约瑟夫·邦纳将 Palo Alto 股票的目标股价从 348 美元上调至 400 美元，并重申买入评级。分析师指出，公司的新营销策略正在取得进展。他补充说，虽然新策略可能导致短期营收增长放缓，但预计随着时间的推移将推动营收加速增长。</p>
</div><p>Wall Street has a Strong Buy consensus rating on Palo Alto stock, backed by 31 Buys and six Holds. The average PANW stock price target of $388.14 indicates 7% upside potential. Shares are up 23% year-to-date.</p>
<div class="lb-trans"><p>华尔街对 Palo Alto 股票持有强烈买入的一致评级，由 31 个买入和 6 个持有支持。平均目标股价为 388.14 美元，暗示 7％的上涨潜力。今年迄今股价上涨了 23％。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/PANW.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/09/PANW.png"/></p>
<p><strong>See more PANW analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 PANW 分析师评级</strong></p>
</div><h2><strong>Conclusion</strong></h2>
<div class="lb-trans"><h2><strong>结论</strong></h2>
</div><p>Wall Street is highly bullish on CrowdStrike and Palo Alto stocks and cautiously optimistic about Fortinet. They see a higher upside potential in CRWD stock than in the stocks of the other two cybersecurity players.</p>
<div class="lb-trans"><p>华尔街对 CrowdStrike 和 Palo Alto 股票持高度看涨态度，对 Fortinet 持谨慎乐观态度。他们认为 CRWD 股票的上涨潜力高于其他两家网络安全公司的股票。</p>
</div><p>Despite the impact of the recent outage on CrowdStrike’s business in the near term, analysts remain confident about the demand for the company’s products in the years ahead.</p>
<div class="lb-trans"><p>尽管最近的故障对 CrowdStrike 短期业务产生影响，分析师们仍对未来几年公司产品的需求感到自信。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

FTNT、CRWD 或 PANW：哪只网络安全股票是最佳选择？