<p>科技行業正處於不斷變革之中。人工智能（AI）的快速普及和向多雲環境的轉變創造了巨大的機會，但也為更復雜和危險的網絡威脅一代打開了大門。多年來，企業通過部署一系列獨立的安全工具進行反擊，導致防禦變得複雜且往往無效。</p>
<p>今天，這種方法正在改變。企業現在要求簡化，尋求通過一個集成的平台整合其安全性。這一市場轉變為一個明確的領導者的出現創造了重要機會，而 Palo Alto Networks NASDAQ: PANW 正在提出有力的論據，表明它將成為那個領導者。</p>
<p>獲取 <strong>Palo Alto Networks</strong> 警報：</p>
<h2>多種工具，1 個平台：Palo Alto 的成功公式</h2>
<p>Palo Alto Networks 的核心戰略依賴於一個名為平台化的概念。目標是提供一個統一的平台，能夠替代數十種獨立的安全產品，為企業提供更清晰、更有效的防禦管理方式。該戰略建立在三個主要支柱上，覆蓋整個 IT 環境：</p>
<ul>
<li><strong>Strata</strong> 通過其行業領先的下一代防火牆保護企業網絡。</li>
<li><strong>Prisma</strong> 保護雲，利用其 SASE（安全接入服務邊緣）技術保護從雲應用到遠程工作人員的一切。</li>
<li><strong>Cortex</strong> 為現代安全運營中心（SOC）提供動力，利用人工智能自動化威脅檢測和響應。</li>
</ul>
<p>這種平台方法正在通過戰略合作伙伴關係和收購積極執行。為了主導 AI 安全這一關鍵新市場，該公司最近於 2025 年 7 月 22 日完成了對 Protect AI 的收購。</p>
<p>這一舉措將 AI 模型掃描和運行時保護直接集成到其 Prisma 平台中，為客户提供安全採用新 AI 技術的方式。</p>
<p>此外，最近與身份領導者 Okta NASDAQ: OKTA 於 2025 年 7 月 15 日擴展的合作伙伴關係，允許安全性和用户身份的統一，實現自動化的威脅響應，這是競爭對手的孤立產品所無法輕易匹敵的。</p>
<p>這一戰略正在獲得 traction，該公司在最近一個季度獲得了 19 個新的平台化交易，證明客户正在接受其統一願景。</p>
<h2>平台化如何推動增長</h2>
<p>成功的戰略必須轉化為強勁的財務業績，而 Palo Alto Networks 的財務表現正在交付。該公司證明其以平台為中心的模型正在推動向更可預測、高增長的商業模式的成功轉型。</p>
<p>其下一代安全（NGS）年度經常性收入（ARR）是這一成功的最有力證據。該指標跟蹤雲安全和 AI 驅動運營等高增長領域的表現，截至 2025 年 4 月 30 日，年增長率達到 <strong>34%，達到 51 億美元</strong>。</p>
<p>這一健康增長確認了從依賴傳統硬件銷售向更持久的軟件和訂閲模式的成功轉變。</p>
<p>這一點得到了令人印象深刻的收入表現的支持。該公司在 2025 財年第三季度的總收入增長了 15.3%，達到 23 億美元，超出分析師預期。</p>
<p>也許最令人印象深刻的是，Palo Alto Networks 已經連續 12 個季度實現正的 GAAP 淨收入，展示了高增長和持續盈利的稀有且寶貴的組合。</p>
<h2>邁向市場主導地位的大膽舉措</h2>
<p>一家有志於主導市場的公司有時必須採取大膽的舉措，而 Palo Alto Networks 似乎準備好採取其迄今為止最大的舉措。最近的報告顯示，該公司正在與身份安全領導者 <strong>CyberArk 進行高級談判，價格可能超過 200 億美元</strong>。</p>
<p>雖然該公司尚未確認交易，但這樣的舉措將是創建真正端到端網絡安全平台的決定性一步。</p>
<p>整合 CyberArk 的最佳身份安全將顯著擴大 Palo Alto 的競爭護城河。儘管市場對傳聞的價格標籤反應謹慎，但長期的戰略利益是顯而易見的。</p>
<p>這一舉措強調了公司對其平台願景的承諾。</p>
<p>這一雄心在股票的高估值中得到了體現，市盈率（P/E）超過 110。這種估值表明投資者對未來增長有很高的期望，這種信念似乎得到了華爾街的認可。</p>
<p>該股票目前獲得 <strong>41 位分析師的適度買入共識評級</strong>，平均目標價為 209.42 美元。這種信心源於公司證明其執行戰略的能力，並持續交付強勁的財務業績。</p>
<h2>網絡安全領導者的有力案例</h2>
<p>Palo Alto Networks 已經建立了一個明確而激進的戰略，以主導整合中的網絡安全市場。該公司通過果斷的收購和合作夥伴關係支持其平台願景，同時交付證明其成功所需的令人印象深刻的財務業績。</p>
<p>Palo Alto Networks 作為一個市場塑造者，展現了一個有力的案例，為尋求在這一重要且不斷增長的科技行業中尋找核心持股的投資者提供了明確的增長路徑。</p>
<h2>你現在應該投資 1000 美元在 Palo Alto Networks 嗎？</h2>
<p>在你考慮 Palo Alto Networks 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場意識到之前...而 Palo Alto Networks 並不在名單上。</p>
<p>雖然 Palo Alto Networks 目前在分析師中獲得適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

派拓網絡

<p>派拓網絡通過其平台戰略將自己定位為網絡安全領域的領導者，該戰略將多個安全工具整合為一個解決方案。公司實現了顯著增長，其下一代安全年度經常性收入增長了 34%，達到了 51 億美元。最近的收購，包括 Protect AI，以及潛在的收購 CyberArk 計劃，突顯了其擴展能力的承諾。憑藉強勁的財務表現和分析師的適度買入共識評級，派拓網絡在不斷發展的網絡安全領域中有望繼續取得成功</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>科技行業正處於不斷變革之中。人工智能（AI）的快速普及和向多雲環境的轉變創造了巨大的機會，但也為更復雜和危險的網絡威脅一代打開了大門。多年來，企業通過部署一系列獨立的安全工具進行反擊，導致防禦變得複雜且往往無效。</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，這種方法正在改變。企業現在要求簡化，尋求通過一個集成的平台整合其安全性。這一市場轉變為一個明確的領導者的出現創造了重要機會，而 Palo Alto Networks NASDAQ: PANW 正在提出有力的論據，表明它將成為那個領導者。</p>
</div><p>Get <strong>Palo Alto Networks</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <strong>Palo Alto Networks</strong> 警報：</p>
</div><h2>Many Tools, 1 Platform: Palo Alto's Winning Formula</h2>
<div class="lb-trans"><h2>多種工具，1 個平台：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 的核心戰略依賴於一個名為平台化的概念。目標是提供一個統一的平台，能夠替代數十種獨立的安全產品，為企業提供更清晰、更有效的防禦管理方式。該戰略建立在三個主要支柱上，覆蓋整個 IT 環境：</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> 通過其行業領先的下一代防火牆保護企業網絡。</li>
<li><strong>Prisma</strong> 保護雲，利用其 SASE（安全接入服務邊緣）技術保護從雲應用到遠程工作人員的一切。</li>
<li><strong>Cortex</strong> 為現代安全運營中心（SOC）提供動力，利用人工智能自動化威脅檢測和響應。</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>這種平台方法正在通過戰略合作伙伴關係和收購積極執行。為了主導 AI 安全這一關鍵新市場，該公司最近於 2025 年 7 月 22 日完成了對 Protect AI 的收購。</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>這一舉措將 AI 模型掃描和運行時保護直接集成到其 Prisma 平台中，為客户提供安全採用新 AI 技術的方式。</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，最近與身份領導者 Okta NASDAQ: OKTA 於 2025 年 7 月 15 日擴展的合作伙伴關係，允許安全性和用户身份的統一，實現自動化的威脅響應，這是競爭對手的孤立產品所無法輕易匹敵的。</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>這一戰略正在獲得 traction，該公司在最近一個季度獲得了 19 個新的平台化交易，證明客户正在接受其統一願景。</p>
</div><h2>How Platformization Fuels Growth</h2>
<div class="lb-trans"><h2>平台化如何推動增長</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>成功的戰略必須轉化為強勁的財務業績，而 Palo Alto Networks 的財務表現正在交付。該公司證明其以平台為中心的模型正在推動向更可預測、高增長的商業模式的成功轉型。</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）年度經常性收入（ARR）是這一成功的最有力證據。該指標跟蹤雲安全和 AI 驅動運營等高增長領域的表現，截至 2025 年 4 月 30 日，年增長率達到 <strong>34%，達到 51 億美元</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>這一健康增長確認了從依賴傳統硬件銷售向更持久的軟件和訂閲模式的成功轉變。</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>這一點得到了令人印象深刻的收入表現的支持。該公司在 2025 財年第三季度的總收入增長了 15.3%，達到 23 億美元，超出分析師預期。</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>也許最令人印象深刻的是，Palo Alto Networks 已經連續 12 個季度實現正的 GAAP 淨收入，展示了高增長和持續盈利的稀有且寶貴的組合。</p>
</div><h2>A Bold Move for Market Dominance</h2>
<div class="lb-trans"><h2>邁向市場主導地位的大膽舉措</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>一家有志於主導市場的公司有時必須採取大膽的舉措，而 Palo Alto Networks 似乎準備好採取其迄今為止最大的舉措。最近的報告顯示，該公司正在與身份安全領導者 <strong>CyberArk 進行高級談判，價格可能超過 200 億美元</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>雖然該公司尚未確認交易，但這樣的舉措將是創建真正端到端網絡安全平台的決定性一步。</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 的最佳身份安全將顯著擴大 Palo Alto 的競爭護城河。儘管市場對傳聞的價格標籤反應謹慎，但長期的戰略利益是顯而易見的。</p>
</div><p>The move underscores the company's commitment to its platform vision.</p>
<div class="lb-trans"><p>這一舉措強調了公司對其平台願景的承諾。</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>這一雄心在股票的高估值中得到了體現，市盈率（P/E）超過 110。這種估值表明投資者對未來增長有很高的期望，這種信念似乎得到了華爾街的認可。</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>該股票目前獲得 <strong>41 位分析師的適度買入共識評級</strong>，平均目標價為 209.42 美元。這種信心源於公司證明其執行戰略的能力，並持續交付強勁的財務業績。</p>
</div><h2>A Compelling Case for a Cybersecurity Leader</h2>
<div class="lb-trans"><h2>網絡安全領導者的有力案例</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 已經建立了一個明確而激進的戰略，以主導整合中的網絡安全市場。該公司通過果斷的收購和合作夥伴關係支持其平台願景，同時交付證明其成功所需的令人印象深刻的財務業績。</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 作為一個市場塑造者，展現了一個有力的案例，為尋求在這一重要且不斷增長的科技行業中尋找核心持股的投資者提供了明確的增長路徑。</p>
</div><h2>Should You Invest $1,000 in Palo Alto Networks Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Palo Alto Networks 嗎？</h2>
</div><p>Before you consider Palo Alto Networks, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考慮 Palo Alto Networks 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場意識到之前...而 Palo Alto Networks 並不在名單上。</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>雖然 Palo Alto Networks 目前在分析師中獲得適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

派拓網絡：一體化的網絡安全強者