<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>網絡安全平台提供商派拓網絡將在本週一市場收盤後公佈財報。投資者需要了解以下信息。</p>
<p>派拓網絡在上個季度超出了分析師的收入預期 0.5%，報告收入為 22.9 億美元，同比增長 15.3%。這是公司一個令人滿意的季度，儘管 EBITDA 的預期超出分析師的估計，但全年的收入指引符合分析師的預期。</p>
<p>在財報發佈前，派拓網絡是買入還是賣出？請閲讀我們的完整分析，免費提供。</p>
<p>本季度，分析師預計派拓網絡的收入將同比增長 14.2%，達到 25 億美元，較去年同期的 12.1% 增長有所改善。調整後的每股收益預計為 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>在過去 30 天內，覆蓋該公司的分析師大多數重新確認了他們的預期，表明他們預計公司在財報發佈前將保持穩定。在過去兩年中，派拓網絡僅有一次未能達到華爾街的收入預期，平均超出預期 0.8%。</p>
<p>觀察派拓網絡在網絡安全領域的同行，一些公司已經公佈了第二季度的業績，給我們提供了預期的線索。Varonis Systems 實現了同比 16.7% 的收入增長，超出分析師預期 2.8%；Qualys 的收入增長 10.3%，超出預期 1.7%。Varonis Systems 在業績公佈後上漲 5.3%，而 Qualys 的股價保持不變。</p>
<p>請在這裏閲讀我們對 Varonis Systems 業績的完整分析，以及對 Qualys 業績的分析。</p>
<p>特朗普在 11 月的勝利引發了主要指數的狂熱，但潛在的關税使市場在 2025 年發生了 180 度的轉變。儘管一些網絡安全股票在這個波動的環境中表現良好，但整體表現不佳，過去一個月股價平均下跌 4.5%。派拓網絡在同一時期下跌了 9.3%，並以分析師平均目標價 212.12 美元（相比當前股價 177.48 美元）進入財報發佈。</p>
<p>今天的年輕投資者可能沒有讀過《大猩猩遊戲：在高科技中挑選贏家》，因為這本書是在 20 多年前寫的，當時微軟和蘋果剛剛確立其霸主地位。但如果我們應用相同的原則，那麼利用自身生成 AI 能力的企業軟件股票可能會成為未來的 “大猩猩”。因此，我們很高興地呈現我們的特別免費報告，介紹一隻已經乘着自動化浪潮並希望抓住生成 AI 機會的盈利、快速增長的企業軟件股票。</p>
<p>StockStory 正在擴展並招聘股票分析師和市場營銷職位。你是一個對市場和 AI 充滿熱情的 0 到 1 建設者嗎？請查看開放職位。</p>

派拓網絡

<p>對派拓網絡（Palo Alto Networks，PANW）第二季度財報的預期</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>網絡安全平台提供商派拓網絡將在本週一市場收盤後公佈財報。投資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>派拓網絡在上個季度超出了分析師的收入預期 0.5%，報告收入為 22.9 億美元，同比增長 15.3%。這是公司一個令人滿意的季度，儘管 EBITDA 的預期超出分析師的估計，但全年的收入指引符合分析師的預期。</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>在財報發佈前，派拓網絡是買入還是賣出？請閲讀我們的完整分析，免費提供。</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，分析師預計派拓網絡的收入將同比增長 14.2%，達到 25 億美元，較去年同期的 12.1% 增長有所改善。調整後的每股收益預計為 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>在過去 30 天內，覆蓋該公司的分析師大多數重新確認了他們的預期，表明他們預計公司在財報發佈前將保持穩定。在過去兩年中，派拓網絡僅有一次未能達到華爾街的收入預期，平均超出預期 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>觀察派拓網絡在網絡安全領域的同行，一些公司已經公佈了第二季度的業績，給我們提供了預期的線索。Varonis Systems 實現了同比 16.7% 的收入增長，超出分析師預期 2.8%；Qualys 的收入增長 10.3%，超出預期 1.7%。Varonis Systems 在業績公佈後上漲 5.3%，而 Qualys 的股價保持不變。</p>
</div><p>Read our full analysis of Varonis Systems’s results here and Qualys’s results here.</p>
<div class="lb-trans"><p>請在這裏閲讀我們對 Varonis Systems 業績的完整分析，以及對 Qualys 業績的分析。</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 月的勝利引發了主要指數的狂熱，但潛在的關税使市場在 2025 年發生了 180 度的轉變。儘管一些網絡安全股票在這個波動的環境中表現良好，但整體表現不佳，過去一個月股價平均下跌 4.5%。派拓網絡在同一時期下跌了 9.3%，並以分析師平均目標價 212.12 美元（相比當前股價 177.48 美元）進入財報發佈。</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>今天的年輕投資者可能沒有讀過《大猩猩遊戲：在高科技中挑選贏家》，因為這本書是在 20 多年前寫的，當時微軟和蘋果剛剛確立其霸主地位。但如果我們應用相同的原則，那麼利用自身生成 AI 能力的企業軟件股票可能會成為未來的 “大猩猩”。因此，我們很高興地呈現我們的特別免費報告，介紹一隻已經乘着自動化浪潮並希望抓住生成 AI 機會的盈利、快速增長的企業軟件股票。</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 正在擴展並招聘股票分析師和市場營銷職位。你是一個對市場和 AI 充滿熱情的 0 到 1 建設者嗎？請查看開放職位。</p>
</div>

派拓網絡（PANW）第二季度財報預期