<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-8e29d73164dad6d495da677e896ef44b-resized.jpeg?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://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-8e29d73164dad6d495da677e896ef44b-resized.jpeg"/></p>
<p>网络安全平台提供商派拓网络将在本周一市场收盘后公布财报。投资者需要了解以下信息。</p>
<p>派拓网络在上个季度超出了分析师的收入预期 0.5%，报告收入为 22.9 亿美元，同比增长 15.3%。这是公司一个令人满意的季度，尽管 EBITDA 的预期超出分析师的估计，但全年的收入指引符合分析师的预期。</p>
<p>在财报发布前，派拓网络是买入还是卖出？请阅读我们的完整分析，免费提供。</p>
<p>本季度，分析师预计派拓网络的收入将同比增长 14.2%，达到 25 亿美元，较去年同期的 12.1% 增长有所改善。调整后的每股收益预计为 0.89 美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-472b237cc75e4f1fe66f7bd983795224-resized.jpeg?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://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-472b237cc75e4f1fe66f7bd983795224-resized.jpeg"/></p>
<p>在过去 30 天内，覆盖该公司的分析师大多数重新确认了他们的预期，表明他们预计公司在财报发布前将保持稳定。在过去两年中，派拓网络仅有一次未能达到华尔街的收入预期，平均超出预期 0.8%。</p>
<p>观察派拓网络在网络安全领域的同行，一些公司已经公布了第二季度的业绩，给我们提供了预期的线索。Varonis Systems 实现了同比 16.7% 的收入增长，超出分析师预期 2.8%；Qualys 的收入增长 10.3%，超出预期 1.7%。Varonis Systems 在业绩公布后上涨 5.3%，而 Qualys 的股价保持不变。</p>
<p>请在这里阅读我们对 Varonis Systems 业绩的完整分析，以及对 Qualys 业绩的分析。</p>
<p>特朗普在 11 月的胜利引发了主要指数的狂热，但潜在的关税使市场在 2025 年发生了 180 度的转变。尽管一些网络安全股票在这个波动的环境中表现良好，但整体表现不佳，过去一个月股价平均下跌 4.5%。派拓网络在同一时期下跌了 9.3%，并以分析师平均目标价 212.12 美元（相比当前股价 177.48 美元）进入财报发布。</p>
<p>今天的年轻投资者可能没有读过《大猩猩游戏：在高科技中挑选赢家》，因为这本书是在 20 多年前写的，当时微软和苹果刚刚确立其霸主地位。但如果我们应用相同的原则，那么利用自身生成 AI 能力的企业软件股票可能会成为未来的 “大猩猩”。因此，我们很高兴地呈现我们的特别免费报告，介绍一只已经乘着自动化浪潮并希望抓住生成 AI 机会的盈利、快速增长的企业软件股票。</p>
<p>StockStory 正在扩展并招聘股票分析师和市场营销职位。你是一个对市场和 AI 充满热情的 0 到 1 建设者吗？请查看开放职位。</p>

派拓网络

<p>对派拓网络（Palo Alto Networks，PANW）第二季度财报的预期</p>

<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-8e29d73164dad6d495da677e896ef44b-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-8e29d73164dad6d495da677e896ef44b-resized.jpeg"/></p>
<p>Cybersecurity platform provider Palo Alto Networks  will be announcing earnings results this Monday after market hours. Here’s what investors should know.</p>
<div class="lb-trans"><p>网络安全平台提供商派拓网络将在本周一市场收盘后公布财报。投资者需要了解以下信息。</p>
</div><p>Palo Alto Networks beat analysts’ revenue expectations by 0.5% last quarter, reporting revenues of $2.29 billion, up 15.3% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ EBITDA estimates but full-year revenue guidance meeting analysts’ expectations.</p>
<div class="lb-trans"><p>派拓网络在上个季度超出了分析师的收入预期 0.5%，报告收入为 22.9 亿美元，同比增长 15.3%。这是公司一个令人满意的季度，尽管 EBITDA 的预期超出分析师的估计，但全年的收入指引符合分析师的预期。</p>
</div><p>Is Palo Alto Networks a buy or sell going into earnings? Read our full analysis here, it’s free.</p>
<div class="lb-trans"><p>在财报发布前，派拓网络是买入还是卖出？请阅读我们的完整分析，免费提供。</p>
</div><p>This quarter, analysts are expecting Palo Alto Networks’s revenue to grow 14.2% year on year to $2.50 billion, improving from the 12.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.89 per share.</p>
<div class="lb-trans"><p>本季度，分析师预计派拓网络的收入将同比增长 14.2%，达到 25 亿美元，较去年同期的 12.1% 增长有所改善。调整后的每股收益预计为 0.89 美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-472b237cc75e4f1fe66f7bd983795224-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-472b237cc75e4f1fe66f7bd983795224-resized.jpeg"/></p>
<p>The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Palo Alto Networks has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 0.8% on average.</p>
<div class="lb-trans"><p>在过去 30 天内，覆盖该公司的分析师大多数重新确认了他们的预期，表明他们预计公司在财报发布前将保持稳定。在过去两年中，派拓网络仅有一次未能达到华尔街的收入预期，平均超出预期 0.8%。</p>
</div><p>Looking at Palo Alto Networks’s peers in the cybersecurity segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Varonis Systems delivered year-on-year revenue growth of 16.7%, beating analysts’ expectations by 2.8%, and Qualys reported revenues up 10.3%, topping estimates by 1.7%. Varonis Systems traded up 5.3% following the results while Qualys’s stock price was unchanged.</p>
<div class="lb-trans"><p>观察派拓网络在网络安全领域的同行，一些公司已经公布了第二季度的业绩，给我们提供了预期的线索。Varonis Systems 实现了同比 16.7% 的收入增长，超出分析师预期 2.8%；Qualys 的收入增长 10.3%，超出预期 1.7%。Varonis Systems 在业绩公布后上涨 5.3%，而 Qualys 的股价保持不变。</p>
</div><p>Read our full analysis of Varonis Systems’s results here and Qualys’s results here.</p>
<div class="lb-trans"><p>请在这里阅读我们对 Varonis Systems 业绩的完整分析，以及对 Qualys 业绩的分析。</p>
</div><p>The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the cybersecurity stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.5% on average over the last month. Palo Alto Networks is down 9.3% during the same time and is heading into earnings with an average analyst price target of $212.12 (compared to the current share price of $177.48).</p>
<div class="lb-trans"><p>特朗普在 11 月的胜利引发了主要指数的狂热，但潜在的关税使市场在 2025 年发生了 180 度的转变。尽管一些网络安全股票在这个波动的环境中表现良好，但整体表现不佳，过去一个月股价平均下跌 4.5%。派拓网络在同一时期下跌了 9.3%，并以分析师平均目标价 212.12 美元（相比当前股价 177.48 美元）进入财报发布。</p>
</div><p>Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.</p>
<div class="lb-trans"><p>今天的年轻投资者可能没有读过《大猩猩游戏：在高科技中挑选赢家》，因为这本书是在 20 多年前写的，当时微软和苹果刚刚确立其霸主地位。但如果我们应用相同的原则，那么利用自身生成 AI 能力的企业软件股票可能会成为未来的 “大猩猩”。因此，我们很高兴地呈现我们的特别免费报告，介绍一只已经乘着自动化浪潮并希望抓住生成 AI 机会的盈利、快速增长的企业软件股票。</p>
</div><p>StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.</p>
<div class="lb-trans"><p>StockStory 正在扩展并招聘股票分析师和市场营销职位。你是一个对市场和 AI 充满热情的 0 到 1 建设者吗？请查看开放职位。</p>
</div>

派拓网络（PANW）第二季度财报预期