Shares ntawm Palo Alto Networks tau nce ntau npaum li 12% thaum Lub Yim Hli 23 tom qab lub tuam txhab kev ruaj ntseg network tau tshaj tawm cov txiaj ntsig rau nws lub quarter thib plaub thiab hais tias nws xav tias kev muag khoom yuav nce li ntawm 25% hauv xyoo 2023.
Lwm yam tseem ceeb uas yuav tau pab txhawb nqa Palo Alto cov koom nrog suav nrog kev nthuav dav ntawm nws txoj haujlwm yuav rov qab thiab ib qho kev faib peb-rau-ib qho npaj rau lub Cuaj Hlis 14.
Thaum lub sijhawm nyiaj txiag xyoo 2022, Palo Alto qhov muag tau nce 29% rau $ 5.502 billion. Lub tuam txhab cov nyiaj tau los tag nrho tau nce 27% rau $ 3.783 billion. Tab sis qhov ntawd tau dhau los ntawm kev siv nyiaj ua haujlwm tag nrho $ 3.972 billion, rau kev ua haujlwm poob ntawm $ 189 lab. Qhov kev poob qis hauv ib feem ntawm kev siv nyiaj xyoo 2022 yog $ 2.71, nqaim los ntawm kev poob ntawm $ 5.18 ib feem hauv kev siv nyiaj xyoo 2021.
Rau lub quarter thib plaub ntawm xyoo 2022, lub tuam txhab tau txais txiaj ntsig, nrog EPS ntawm 3 xees. Nws kuj tseem xav tias yuav tau txais txiaj ntsig raws li GAAP hauv kev siv nyiaj xyoo 2023.
Tab sis los ntawm cov tshuaj tiv thaiv tam sim ntawd, nws yog qhov tseeb tias cov tub ua lag luam raug kho rau Palo Alto qhov kev muag khoom loj hlob.
Yuav ua li cas txog nws cov neeg sib tw? Hauv nws daim ntawv tshaj tawm txhua xyoo rau kev siv nyiaj xyoo 2021, Palo Alto tau teev tsib "cov neeg sib tw tseem ceeb" los ntawm lub npe: Cisco Systems Inc.
CSCO,
-0.18%,
Check Point Software Technologies, Ltd.
CHKP,
+ 0.48%,
Fortinet Inc., UA
NTSE,
+ 1.18%,
Zscaler Inc.
ZS,
+ 1.94%
thiab CrowdStrike Holdings Inc.
CRWD,
+ 4.15%.
FactSet teev peb qhov "qhov tseem ceeb" cov neeg sib tw rau Palo Alto nyob rau hauv "kev sib txuas lus thiab kev sib txuas lus kho vajtse" qhov chaw uas qhov kev pom zoo kev muag khoom kwv yees muaj nyob rau xyoo 2024. Lawv suav nrog hauv daim duab hauv qab no.
Palo Alto cov neeg sib tw yuav tsum loj hlob sai npaum li cas?
Palo Alto tsis yog ib leeg nyob rau hauv muaj lub xyoo nyiaj txiag uas tsis phim daim ntawv qhia hnub. Txhawm rau sib piv nws qhov kev xav tau kev loj hlob nrog nws cov neeg sib tw, peb tau saib ntawm kev pom zoo kwv yees rau daim ntawv qhia hnub xyoo 2022, 2023 thiab 2024 ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet.
Ntawm no yog cuaj lub tuam txhab uas tau teev tseg los ntawm kev xav tau ob xyoos kev loj hlob txhua xyoo (CAGR) rau kev muag khoom mus txog 2024:
| lub tuam txhab | Ticker | Ob xyoos kev muag khoom CAGR txog 2024 | Kwv yees muag - 2022 ($mil) | Kwv yees muag - 2023 ($mil) | Kwv yees muag - 2024 ($mil) | Kev lag luam cap. ($ lab) |
| CrowdStrike Holdings Inc. Chav Kawm A | CRWD,
+ 4.15% | 33.9% | $2,142 | $2,935 | $3,837 | $39,670 |
| Zscaler Inc. | ZS,
+ 1.94% | 31.2% | $1,243 | $1,660 | $2,140 | $23,124 |
| Palo Alto tes hauj lwm Inc. | PAWG,
+ 12.28% | 21.8% | $6,070 | $7,462 | $8,998 | $50,620 |
| Fortinet Inc. | NTSE,
+ 1.18% | 20.8% | $4,383 | $5,299 | $6,392 | $39,678 |
| Arista Networks Inc. | ANET,
+ 0.28% | 12.3% | $4,064 | $4,634 | $5,124 | $38,686 |
| Motorola Solutions Inc. | M: YOG,
-0.74% | 6.5% | $8,867 | $9,416 | $10,059 | $41,498 |
| Juniper tes hauj lwm Inc. | JNPR,
+ 0.45% | 4.5% | $5,213 | $5,501 | $5,690 | $9,346 |
| Check Point Software Technologies Ltd. | CHKP,
+ 0.48% | 4.2% | $2,317 | $2,427 | $2,515 | $15,264 |
| Cisco Systems Inc. | CSCO,
-0.18% | 4.1% | $52,620 | $54,930 | $57,024 | $197,565 |
| Source: FactSet |
Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Ces nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm MarketWatch nplooj ntawv nqe lus.
Rau kev cia siab tias kev muag khoom loj hlob nyob rau ob xyoos tom ntej no, Palo Alto nyob rau qib thib peb, nrog cov neeg sib tw me Crowdstrike thiab Zscaler noj ob qhov chaw saum toj kawg nkaus. Lub tuam txhab loj tshaj plaws ntawm daim ntawv teev npe, Cisco Systems, coj mus rau tom qab. Tom qab ntawd ib zaug ntxiv, Cisco's "End to End Security" ntu yuav tsum nce muag rau $ 4.625 nphom hauv 2024 los ntawm $ 3.86 nphom hauv 2022, rau qhov xav tau CAGR ntawm 9.5%.
Tawm hauv cov tuam txhab hauv tib qho kev txiav txim, ntawm no yog cov ntsiab lus ntawm kev xav ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet:
| lub tuam txhab | Ticker | Qhia "yuav" kev ntsuas | Qhia cov kev ntsuas nruab nrab | Qhia "muag" kev ntsuas | Kaw tus nqi - Lub Yim Hli 22 | Kev pom zoo tus nqi phiaj | Pauv 12-hli upside tej zaum |
| CrowdStrike Holdings Inc. Chav Kawm A | CRWD,
+ 4.15% | 100% | 0% | 0% | $185.88 | $236.50 | 27% |
| Zscaler Inc. | ZS,
+ 1.94% | 84% | 16% | 0% | $163.00 | $204.83 | 26% |
| Palo Alto tes hauj lwm Inc. | PAWG,
+ 12.28% | 92% | 8% | 0% | $508.05 | $655.41 | 29% |
| Fortinet Inc. | NTSE,
+ 1.18% | 69% | 31% | 0% | $50.32 | $71.74 | 43% |
| Arista Networks Inc. | ANET,
+ 0.28% | 57% | 39% | 4% | $127.14 | $149.91 | 18% |
| Motorola Solutions Inc. | M: YOG,
-0.74% | 72% | 21% | 7% | $248.66 | $286.44 | 15% |
| Juniper tes hauj lwm Inc. | JNPR,
+ 0.45% | 40% | 40% | 20% | $28.97 | $33.28 | 15% |
| Check Point Software Technologies Ltd. | CHKP,
+ 0.48% | 41% | 37% | 22% | $121.71 | $137.77 | 13% |
| Cisco Systems Inc. | CSCO,
-0.18% | 45% | 52% | 3% | $47.71 | $54.05 | 13% |
| Source: FactSet |
Nco tsis tau: Dab tsi yog txoj hauv kev zoo tshaj los nqis peev hauv tech stocks tam sim no? Cov tswv yim no ua haujlwm zoo rau ib tus thawj tswj nyiaj txiag.
Hnov los ntawm Ray Dalio ntawm MarketWatch's Cov tswv yim tshiab zoo tshaj plaws hauv Nyiaj Festival Lub Cuaj Hlis 21 thiab 22 hauv New York. Tus thawj saib xyuas nyiaj txiag muaj kev xav zoo txog qhov twg kev lag luam mus.
Nov yog li cas Palo Alto Networks sib tw tawm tsam nws cov neeg sib tw tseem ceeb
Shares ntawm Palo Alto Networks tau nce ntau npaum li 12% thaum Lub Yim Hli 23 tom qab lub tuam txhab kev ruaj ntseg network tau tshaj tawm cov txiaj ntsig rau nws lub quarter thib plaub thiab hais tias nws xav tias kev muag khoom yuav nce li ntawm 25% hauv xyoo 2023.
Palo Alto
+ 12.28%
PAWG,
CEO Nikesh Arora tau piav txog lub tuam txhab cov kev taw qhia txog nyiaj txiag yog "kev txawj ntse." MarketWatch's Wallace Witkowski Cov ntsiab lus ntawm lub tuam txhab cov txiaj ntsig thiab nws cov keeb kwm tsis ntev los no ntawm kev ntaus cov kws tshuaj ntsuam kev kwv yees thiab nws cov kev taw qhia.
Lwm yam tseem ceeb uas yuav tau pab txhawb nqa Palo Alto cov koom nrog suav nrog kev nthuav dav ntawm nws txoj haujlwm yuav rov qab thiab ib qho kev faib peb-rau-ib qho npaj rau lub Cuaj Hlis 14.
Thaum lub sijhawm nyiaj txiag xyoo 2022, Palo Alto qhov muag tau nce 29% rau $ 5.502 billion. Lub tuam txhab cov nyiaj tau los tag nrho tau nce 27% rau $ 3.783 billion. Tab sis qhov ntawd tau dhau los ntawm kev siv nyiaj ua haujlwm tag nrho $ 3.972 billion, rau kev ua haujlwm poob ntawm $ 189 lab. Qhov kev poob qis hauv ib feem ntawm kev siv nyiaj xyoo 2022 yog $ 2.71, nqaim los ntawm kev poob ntawm $ 5.18 ib feem hauv kev siv nyiaj xyoo 2021.
Rau lub quarter thib plaub ntawm xyoo 2022, lub tuam txhab tau txais txiaj ntsig, nrog EPS ntawm 3 xees. Nws kuj tseem xav tias yuav tau txais txiaj ntsig raws li GAAP hauv kev siv nyiaj xyoo 2023.
Tab sis los ntawm cov tshuaj tiv thaiv tam sim ntawd, nws yog qhov tseeb tias cov tub ua lag luam raug kho rau Palo Alto qhov kev muag khoom loj hlob.
Yuav ua li cas txog nws cov neeg sib tw? Hauv nws daim ntawv tshaj tawm txhua xyoo rau kev siv nyiaj xyoo 2021, Palo Alto tau teev tsib "cov neeg sib tw tseem ceeb" los ntawm lub npe: Cisco Systems Inc.
-0.18% ,
+ 0.48% ,
+ 1.18% ,
+ 1.94%
+ 4.15% .
CSCO,
Check Point Software Technologies, Ltd.
CHKP,
Fortinet Inc., UA
NTSE,
Zscaler Inc.
ZS,
thiab CrowdStrike Holdings Inc.
CRWD,
FactSet teev peb qhov "qhov tseem ceeb" cov neeg sib tw rau Palo Alto nyob rau hauv "kev sib txuas lus thiab kev sib txuas lus kho vajtse" qhov chaw uas qhov kev pom zoo kev muag khoom kwv yees muaj nyob rau xyoo 2024. Lawv suav nrog hauv daim duab hauv qab no.
Palo Alto cov neeg sib tw yuav tsum loj hlob sai npaum li cas?
Palo Alto tsis yog ib leeg nyob rau hauv muaj lub xyoo nyiaj txiag uas tsis phim daim ntawv qhia hnub. Txhawm rau sib piv nws qhov kev xav tau kev loj hlob nrog nws cov neeg sib tw, peb tau saib ntawm kev pom zoo kwv yees rau daim ntawv qhia hnub xyoo 2022, 2023 thiab 2024 ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet.
Ntawm no yog cuaj lub tuam txhab uas tau teev tseg los ntawm kev xav tau ob xyoos kev loj hlob txhua xyoo (CAGR) rau kev muag khoom mus txog 2024:
Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Ces nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm MarketWatch nplooj ntawv nqe lus.
Rau kev cia siab tias kev muag khoom loj hlob nyob rau ob xyoos tom ntej no, Palo Alto nyob rau qib thib peb, nrog cov neeg sib tw me Crowdstrike thiab Zscaler noj ob qhov chaw saum toj kawg nkaus. Lub tuam txhab loj tshaj plaws ntawm daim ntawv teev npe, Cisco Systems, coj mus rau tom qab. Tom qab ntawd ib zaug ntxiv, Cisco's "End to End Security" ntu yuav tsum nce muag rau $ 4.625 nphom hauv 2024 los ntawm $ 3.86 nphom hauv 2022, rau qhov xav tau CAGR ntawm 9.5%.
Tawm hauv cov tuam txhab hauv tib qho kev txiav txim, ntawm no yog cov ntsiab lus ntawm kev xav ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet:
Nco tsis tau: Dab tsi yog txoj hauv kev zoo tshaj los nqis peev hauv tech stocks tam sim no? Cov tswv yim no ua haujlwm zoo rau ib tus thawj tswj nyiaj txiag.
Hnov los ntawm Ray Dalio ntawm MarketWatch's Cov tswv yim tshiab zoo tshaj plaws hauv Nyiaj Festival Lub Cuaj Hlis 21 thiab 22 hauv New York. Tus thawj saib xyuas nyiaj txiag muaj kev xav zoo txog qhov twg kev lag luam mus.
Tau qhov twg los: https://www.marketwatch.com/story/heres-how-palo-alto-networks-stacks-up-against-its-main-competitors-11661270689?siteid=yhoof2&yptr=yahoo