<p>科技行业正处于不断变革之中。人工智能（AI）的快速普及和向多云环境的转变创造了巨大的机会，但也为更复杂和危险的网络威胁一代打开了大门。多年来，企业通过部署一系列独立的安全工具进行反击，导致防御变得复杂且往往无效。</p>
<p>今天，这种方法正在改变。企业现在要求简化，寻求通过一个集成的平台整合其安全性。这一市场转变为一个明确的领导者的出现创造了重要机会，而 Palo Alto Networks NASDAQ: PANW 正在提出有力的论据，表明它将成为那个领导者。</p>
<p>获取 <strong>Palo Alto Networks</strong> 警报：</p>
<h2>多种工具，1 个平台：Palo Alto 的成功公式</h2>
<p>Palo Alto Networks 的核心战略依赖于一个名为平台化的概念。目标是提供一个统一的平台，能够替代数十种独立的安全产品，为企业提供更清晰、更有效的防御管理方式。该战略建立在三个主要支柱上，覆盖整个 IT 环境：</p>
<ul>
<li><strong>Strata</strong> 通过其行业领先的下一代防火墙保护企业网络。</li>
<li><strong>Prisma</strong> 保护云，利用其 SASE（安全接入服务边缘）技术保护从云应用到远程工作人员的一切。</li>
<li><strong>Cortex</strong> 为现代安全运营中心（SOC）提供动力，利用人工智能自动化威胁检测和响应。</li>
</ul>
<p>这种平台方法正在通过战略合作伙伴关系和收购积极执行。为了主导 AI 安全这一关键新市场，该公司最近于 2025 年 7 月 22 日完成了对 Protect AI 的收购。</p>
<p>这一举措将 AI 模型扫描和运行时保护直接集成到其 Prisma 平台中，为客户提供安全采用新 AI 技术的方式。</p>
<p>此外，最近与身份领导者 Okta NASDAQ: OKTA 于 2025 年 7 月 15 日扩展的合作伙伴关系，允许安全性和用户身份的统一，实现自动化的威胁响应，这是竞争对手的孤立产品所无法轻易匹敌的。</p>
<p>这一战略正在获得 traction，该公司在最近一个季度获得了 19 个新的平台化交易，证明客户正在接受其统一愿景。</p>
<h2>平台化如何推动增长</h2>
<p>成功的战略必须转化为强劲的财务业绩，而 Palo Alto Networks 的财务表现正在交付。该公司证明其以平台为中心的模型正在推动向更可预测、高增长的商业模式的成功转型。</p>
<p>其下一代安全（NGS）年度经常性收入（ARR）是这一成功的最有力证据。该指标跟踪云安全和 AI 驱动运营等高增长领域的表现，截至 2025 年 4 月 30 日，年增长率达到 <strong>34%，达到 51 亿美元</strong>。</p>
<p>这一健康增长确认了从依赖传统硬件销售向更持久的软件和订阅模式的成功转变。</p>
<p>这一点得到了令人印象深刻的收入表现的支持。该公司在 2025 财年第三季度的总收入增长了 15.3%，达到 23 亿美元，超出分析师预期。</p>
<p>也许最令人印象深刻的是，Palo Alto Networks 已经连续 12 个季度实现正的 GAAP 净收入，展示了高增长和持续盈利的稀有且宝贵的组合。</p>
<h2>迈向市场主导地位的大胆举措</h2>
<p>一家有志于主导市场的公司有时必须采取大胆的举措，而 Palo Alto Networks 似乎准备好采取其迄今为止最大的举措。最近的报告显示，该公司正在与身份安全领导者 <strong>CyberArk 进行高级谈判，价格可能超过 200 亿美元</strong>。</p>
<p>虽然该公司尚未确认交易，但这样的举措将是创建真正端到端网络安全平台的决定性一步。</p>
<p>整合 CyberArk 的最佳身份安全将显著扩大 Palo Alto 的竞争护城河。尽管市场对传闻的价格标签反应谨慎，但长期的战略利益是显而易见的。</p>
<p>这一举措强调了公司对其平台愿景的承诺。</p>
<p>这一雄心在股票的高估值中得到了体现，市盈率（P/E）超过 110。这种估值表明投资者对未来增长有很高的期望，这种信念似乎得到了华尔街的认可。</p>
<p>该股票目前获得 <strong>41 位分析师的适度买入共识评级</strong>，平均目标价为 209.42 美元。这种信心源于公司证明其执行战略的能力，并持续交付强劲的财务业绩。</p>
<h2>网络安全领导者的有力案例</h2>
<p>Palo Alto Networks 已经建立了一个明确而激进的战略，以主导整合中的网络安全市场。该公司通过果断的收购和合作伙伴关系支持其平台愿景，同时交付证明其成功所需的令人印象深刻的财务业绩。</p>
<p>Palo Alto Networks 作为一个市场塑造者，展现了一个有力的案例，为寻求在这一重要且不断增长的科技行业中寻找核心持股的投资者提供了明确的增长路径。</p>
<h2>你现在应该投资 1000 美元在 Palo Alto Networks 吗？</h2>
<p>在你考虑 Palo Alto Networks 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场意识到之前...而 Palo Alto Networks 并不在名单上。</p>
<p>虽然 Palo Alto Networks 目前在分析师中获得适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

派拓网络

<p>派拓网络通过其平台战略将自己定位为网络安全领域的领导者，该战略将多个安全工具整合为一个解决方案。公司实现了显著增长，其下一代安全年度经常性收入增长了 34%，达到了 51 亿美元。最近的收购，包括 Protect AI，以及潜在的收购 CyberArk 计划，突显了其扩展能力的承诺。凭借强劲的财务表现和分析师的适度买入共识评级，派拓网络在不断发展的网络安全领域中有望继续取得成功</p>

<p>The technology sector is in a constant state of transformation. The rapid adoption of artificial intelligence (AI) and the shift to multi-cloud environments have created immense opportunities, but they have also opened the door to a more complex and dangerous generation of cyber threats. For years, enterprises fought back by deploying a patchwork of individual security tools, leading to a complicated and often ineffective defense.</p>
<div class="lb-trans"><p>科技行业正处于不断变革之中。人工智能（AI）的快速普及和向多云环境的转变创造了巨大的机会，但也为更复杂和危险的网络威胁一代打开了大门。多年来，企业通过部署一系列独立的安全工具进行反击，导致防御变得复杂且往往无效。</p>
</div><p>Today, that approach is changing. Businesses are now demanding simplification, seeking to consolidate their security with a single, integrated platform. This market shift has created a significant opportunity for a definitive leader to emerge, and Palo Alto Networks NASDAQ: PANW is making a compelling case that it will be that leader.</p>
<div class="lb-trans"><p>今天，这种方法正在改变。企业现在要求简化，寻求通过一个集成的平台整合其安全性。这一市场转变为一个明确的领导者的出现创造了重要机会，而 Palo Alto Networks NASDAQ: PANW 正在提出有力的论据，表明它将成为那个领导者。</p>
</div><p>Get <strong>Palo Alto Networks</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Palo Alto Networks</strong> 警报：</p>
</div><h2>Many Tools, 1 Platform: Palo Alto's Winning Formula</h2>
<div class="lb-trans"><h2>多种工具，1 个平台：Palo Alto 的成功公式</h2>
</div><p>Palo Alto Networks' core strategy hinges on a concept it calls platformization. The goal is to provide a single, unified platform that can replace dozens of separate security products, giving businesses a clearer and more effective way to manage their defenses. This strategy is built on three main pillars that cover the entire IT environment:</p>
<div class="lb-trans"><p>Palo Alto Networks 的核心战略依赖于一个名为平台化的概念。目标是提供一个统一的平台，能够替代数十种独立的安全产品，为企业提供更清晰、更有效的防御管理方式。该战略建立在三个主要支柱上，覆盖整个 IT 环境：</p>
</div><ul>
<li><strong>Strata</strong> secures the corporate network with its industry-leading Next-Generation Firewalls.</li>
<li><strong>Prisma</strong> protects the cloud, securing everything from cloud applications to remote workers with its SASE (Secure Access Service Edge) technology.</li>
<li><strong>Cortex</strong> powers the modern Security Operations Center (SOC), using artificial intelligence to automate threat detection and response.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Strata</strong> 通过其行业领先的下一代防火墙保护企业网络。</li>
<li><strong>Prisma</strong> 保护云，利用其 SASE（安全接入服务边缘）技术保护从云应用到远程工作人员的一切。</li>
<li><strong>Cortex</strong> 为现代安全运营中心（SOC）提供动力，利用人工智能自动化威胁检测和响应。</li>
</ul>
</div><p>This platform approach is being actively executed through strategic partnerships and acquisitions. To dominate the crucial new market of AI security, the company recently completed its acquisition of Protect AI on July 22, 2025.</p>
<div class="lb-trans"><p>这种平台方法正在通过战略合作伙伴关系和收购积极执行。为了主导 AI 安全这一关键新市场，该公司最近于 2025 年 7 月 22 日完成了对 Protect AI 的收购。</p>
</div><p>This move directly integrates AI model scanning and runtime protection into its Prisma platform, giving customers a secure way to adopt new AI technologies.</p>
<div class="lb-trans"><p>这一举措将 AI 模型扫描和运行时保护直接集成到其 Prisma 平台中，为客户提供安全采用新 AI 技术的方式。</p>
</div><p>Further, a recent expansion of its partnership with identity leader Okta NASDAQ: OKTA on July 15, 2025, allows for the unification of security and user identity, enabling automated threat responses that competitors with siloed products cannot easily match.</p>
<div class="lb-trans"><p>此外，最近与身份领导者 Okta NASDAQ: OKTA 于 2025 年 7 月 15 日扩展的合作伙伴关系，允许安全性和用户身份的统一，实现自动化的威胁响应，这是竞争对手的孤立产品所无法轻易匹敌的。</p>
</div><p>This strategy is gaining traction, with the company securing 19 new platformization deals in its most recent quarter, proving that customers are buying into its unified vision.</p>
<div class="lb-trans"><p>这一战略正在获得 traction，该公司在最近一个季度获得了 19 个新的平台化交易，证明客户正在接受其统一愿景。</p>
</div><h2>How Platformization Fuels Growth</h2>
<div class="lb-trans"><h2>平台化如何推动增长</h2>
</div><p>A successful strategy must translate into strong financial results, and Palo Alto Networks' financials are delivering. The company is proving that its platform-centric model is fueling a successful transition to a more predictable, high-growth business profile.</p>
<div class="lb-trans"><p>成功的战略必须转化为强劲的财务业绩，而 Palo Alto Networks 的财务表现正在交付。该公司证明其以平台为中心的模型正在推动向更可预测、高增长的商业模式的成功转型。</p>
</div><p>Its Next-Generation Security (NGS) Annual Recurring Revenue (ARR) is the most compelling evidence of this success. This metric, which tracks performance in high-growth areas like cloud security and AI-driven operations, surged <strong>34% year-over-year to reach $5.1 billion</strong> as of April 30, 2025.</p>
<div class="lb-trans"><p>其下一代安全（NGS）年度经常性收入（ARR）是这一成功的最有力证据。该指标跟踪云安全和 AI 驱动运营等高增长领域的表现，截至 2025 年 4 月 30 日，年增长率达到 <strong>34%，达到 51 亿美元</strong>。</p>
</div><p>This healthy growth confirms a successful shift from reliance on traditional hardware sales to a more durable software and subscription-based model.</p>
<div class="lb-trans"><p>这一健康增长确认了从依赖传统硬件销售向更持久的软件和订阅模式的成功转变。</p>
</div><p>This is supported by impressive top-line performance. The company's total revenue grew 15.3% to $2.3 billion in the third quarter of fiscal 2025, beating analyst expectations.</p>
<div class="lb-trans"><p>这一点得到了令人印象深刻的收入表现的支持。该公司在 2025 财年第三季度的总收入增长了 15.3%，达到 23 亿美元，超出分析师预期。</p>
</div><p>Perhaps most impressively, Palo Alto Networks has delivered 12 consecutive quarters of positive GAAP net income, showcasing a rare and valuable combination of high growth and sustained profitability at scale.</p>
<div class="lb-trans"><p>也许最令人印象深刻的是，Palo Alto Networks 已经连续 12 个季度实现正的 GAAP 净收入，展示了高增长和持续盈利的稀有且宝贵的组合。</p>
</div><h2>A Bold Move for Market Dominance</h2>
<div class="lb-trans"><h2>迈向市场主导地位的大胆举措</h2>
</div><p>A company with ambitions to lead a market must sometimes make bold moves, and Palo Alto Networks appears ready to make its biggest one yet. Recent reports indicate the company is in advanced talks to acquire identity security leader <strong>CyberArk for a price that could exceed $20 billion</strong>.</p>
<div class="lb-trans"><p>一家有志于主导市场的公司有时必须采取大胆的举措，而 Palo Alto Networks 似乎准备好采取其迄今为止最大的举措。最近的报告显示，该公司正在与身份安全领导者 <strong>CyberArk 进行高级谈判，价格可能超过 200 亿美元</strong>。</p>
</div><p>While the company has not confirmed the deal, such a move would be a decisive step toward creating a truly end-to-end cybersecurity platform.</p>
<div class="lb-trans"><p>虽然该公司尚未确认交易，但这样的举措将是创建真正端到端网络安全平台的决定性一步。</p>
</div><p>Integrating CyberArk’s best-in-class identity security would significantly widen Palo Alto's competitive moat. While the market reacted with some short-term caution to the rumored price tag, the long-term strategic benefit is clear.</p>
<div class="lb-trans"><p>整合 CyberArk 的最佳身份安全将显著扩大 Palo Alto 的竞争护城河。尽管市场对传闻的价格标签反应谨慎，但长期的战略利益是显而易见的。</p>
</div><p>The move underscores the company's commitment to its platform vision.</p>
<div class="lb-trans"><p>这一举措强调了公司对其平台愿景的承诺。</p>
</div><p>This ambition is reflected in the stock's premium valuation, with a price-to-earnings ratio (P/E) that stands above 110. Such a valuation indicates that investors have high expectations for future growth, a belief that appears to be shared by Wall Street.</p>
<div class="lb-trans"><p>这一雄心在股票的高估值中得到了体现，市盈率（P/E）超过 110。这种估值表明投资者对未来增长有很高的期望，这种信念似乎得到了华尔街的认可。</p>
</div><p>The stock currently holds a <strong>Moderate Buy consensus rating from 41 analysts</strong>, with an average price target of $209.42. This confidence is rooted in the company's proven ability to execute its strategy and consistently deliver strong financial results.</p>
<div class="lb-trans"><p>该股票目前获得 <strong>41 位分析师的适度买入共识评级</strong>，平均目标价为 209.42 美元。这种信心源于公司证明其执行战略的能力，并持续交付强劲的财务业绩。</p>
</div><h2>A Compelling Case for a Cybersecurity Leader</h2>
<div class="lb-trans"><h2>网络安全领导者的有力案例</h2>
</div><p>Palo Alto Networks has established a clear and aggressive strategy to dominate the consolidating cybersecurity market. The company backs its platform vision with decisive acquisitions and partnerships while delivering the impressive financial results needed to prove its success.</p>
<div class="lb-trans"><p>Palo Alto Networks 已经建立了一个明确而激进的战略，以主导整合中的网络安全市场。该公司通过果断的收购和合作伙伴关系支持其平台愿景，同时交付证明其成功所需的令人印象深刻的财务业绩。</p>
</div><p>Palo Alto Networks presents a compelling case as a market-shaping leader with a clear path for continued growth for investors looking for a core holding in the essential and growing technology sector.</p>
<div class="lb-trans"><p>Palo Alto Networks 作为一个市场塑造者，展现了一个有力的案例，为寻求在这一重要且不断增长的科技行业中寻找核心持股的投资者提供了明确的增长路径。</p>
</div><h2>Should You Invest $1,000 in Palo Alto Networks Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Palo Alto Networks 吗？</h2>
</div><p>Before you consider Palo Alto Networks, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 Palo Alto Networks 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Palo Alto Networks wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场意识到之前...而 Palo Alto Networks 并不在名单上。</p>
</div><p>While Palo Alto Networks currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Palo Alto Networks 目前在分析师中获得适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

派拓网络：一体化的网络安全强者