Palo Alto Networks yog ib qho ntawm 2022 qhov zoo tshaj plaws software stocks tom qab lwm qhov sib tw-thiab-nce lub quarter

Nrog nws cov shares tau nce ntau npaum li 8% Hnub Friday, lub tuam txhab cov khoom lag luam ua tiav qhov kev sib tham yog 9.8% qis xyoo rau hnub tim. Hauv kev sib piv, ETFMG Prime Cyber ​​​​Security ETF 
HACK,
+ 0.42%
poob 26.4% xyoo rau hnub tim, Thawj Trust Nasdaq Cybersecurity ETF
CIBR,
+ 1.13%
yog tawm 23.5%, S&P 500 Performance index
SPX,
+ 0.48%
 poob 16.8% thiab tech-heavy Nasdaq Composite Index 
COMP,
-5.08%
 yog tawm mus 28.8%.

Citi Research tus kws tshuaj ntsuam Fatima Boolani, uas muaj kev yuav khoom ntsuas, tau hais hauv tsab ntawv ceeb toom rau hnub Friday tias Palo Alto Networks "tau tshem tawm txhua qhov kev loj hlob tseem ceeb thiab kev muaj txiaj ntsig zoo."

Thaum nws yog lwm lub quarter-thiab-nce, Boolani lees paub qhov kev txwv tsis pub nyob rau hauv "nce" ntu, uas nws tau hais tias qhia "kev ceev faj txog kev siv nyiaj / kev tshuaj xyuas loj" uas lub tuam txhab "pom hauv hnab ris, thiab qhov twg Palo Alto Networks ' proactive deal rigor / pipeline kev pab them nqi muab kwv yees kev pheej hmoo backstop. " 

Jefferies tus kws tshuaj ntsuam xyuas Joseph Gallo, uas tseem muaj qhov kev yuav khoom, tau qhuas lub tuam txhab cov nyiaj tau los txhua xyoo, lossis ARR, kev loj hlob ntawm 67% thiab hais tias kev khaws cia ruaj khov tau pab raws li kev sib cog lus elongate. ARR yog ib qho kev ntsuas feem ntau siv los ntawm software-as-a-service, lossis SaaS, cov tuam txhab los qhia tias cov nyiaj tau los ntau npaum li cas lub tuam txhab tuaj yeem xav tau raws li kev tso npe. 

Gallo, txawm li cas los xij, tau hais tias nws tab tom saib xyuas kev nce nqi, uas tau qeeb nrog tsuas yog 27% nce xyoo dhau los, thiab ntawm qhov kev poob qis ntawm kev loj hlob loj, uas yog qhov qis tshaj txij li nruab nrab xyoo 2019.

Stifel tus kws tshuaj ntsuam Adam Borg, uas muaj qhov kev yuav khoom, hais tias Palo Alto Networks 'daim ntawv qhia "kuaj tag nrho cov thawv."

"Net / net, peb txuas ntxiv ntseeg tias Palo muaj ntau tus neeg tsav tsheb los txhawb nqa tsawg kawg 20% ​​+ kev loj hlob ntawm cov kab saum toj kawg nkaus thiab kev lag luam-pab nyiaj / nyiaj pub dawb nthuav dav hauv xyoo tom ntej," Borg hais. "Ntau qhov dav dua, peb txuas ntxiv ntseeg tias Palo yog qhov chaw zoo los ua ib qho kev sib koom ua ke ntawm cybersecurity siv nyiaj thiab nws qhov kev loj hlob / txiaj ntsig cov yam ntxwv muab qib kev tiv thaiv hauv lub sijhawm tsis paub tseeb."

Ntawm 41 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 37 muaj kev ntsuas qib yuav thiab plaub muaj kev ntaus nqi. Cov khoom lag luam tsis tau nqa qhov muag muag los ntawm ib tus kws tshuaj ntsuam xyuas los ntawm FactSet txij thaum Lub Ib Hlis 2022. Ntawm cov kws tshuaj ntsuam xyuas cov khoom lag luam, 10 tau tsa thiab rau txo qis lawv cov phiaj xwm, ua rau qhov nruab nrab ntawm $ 217.87, nqis los ntawm yav dhau los $ 219.21, raws li FactSet cov ntaub ntawv.

Thaum Palo Alto Networks tsis nyob ntawm S&P 500, nws nyob ntawm Nasdaq 100
NDX,
+ 0.00%,
qhov twg nws yog 32nd-zoo tshaj plaws ua yeeb yam hauv lub xyoo rau hnub tim. Tab sis ntawm cov tuam txhab thev naus laus zis, tsuas yog cov neeg ua yeeb yam zoo dua yog cov tuam txhab analog chip zoo li Texas Instruments Inc.
TXN,
-0.10%
thiab Analog Devices Inc.
ADI,
+ 0.24%
thiab cov tshaj tawm video-game Activision Blizzard Inc.
ATVI, UA
+ 0.39%
- uas tsuas yog tos rau Microsoft Corp.
MSFT,
-0.19%
tau txais los kaw - thiab Electronic Arts Inc.
Ea,
+ 1.11%.

Txawm hais tias nws tsis yog nyob rau Nasdaq 100, tsuas yog cov khoom lag luam zoo tshaj plaws hauv kev lag luam software ntawm ntau cov ntshuam yog cov ntawm International Business Machines Corp.
IBM,
+ 1.06%,
uas yog nce 10.5% xyoo rau hnub tim, thiab cov khoom tswj software tuam txhab PTC Inc.
PTC,
-0.46%,
uas yog nce 1.8% xyoo rau hnub tim.