Palo Alto Networks Tshuag yog qhov chaw rau 'tag nrho platform domination,' hais tias tus kws tshuaj ntsuam

Wolfe Research analyst Joshua Tilton pib kev pab cuam ntawm Palo Alto Networks Inc.
PAWG,
+ 1.64%
nrog rau qhov kev ntaus nqi zoo tshaj thiab $ 700 tus nqi phiaj hnub Monday, sau ntawv tias thaum cov tub ua lag luam zoo li saib Palo Alto Networks ua qhov chaw " nkaum" hauv kev ua lag luam tam sim no, lawv tsis tsim nyog paub txog tus nqi thiab qhov muaj peev xwm ntawm nws cov kev ruaj ntseg tom ntej. portfolio. Nws tau sau tias nws cov kev txheeb xyuas channel qhia tau hais tias muaj kev xav tau zoo rau lub tuam txhab kev lag luam firewall, thiab nrog kev sib koom ua lag luam ntawm 21 npaug ntawm nws cov ntaub ntawv kwv yees rau cov nqi lag luam mus rau 2023 dawb-nyiaj ntsuab ntws, nws xav tias cov tub ua lag luam tuaj yeem txuas ntxiv los npog hauv Tshuag. "Txawm li cas los xij, yog tias muaj ib yam uas yuav tsum tau muab tshem tawm ntawm qhov kev tshaj tawm no nws yog qhov peb ntseeg tias PANW yog ntau tshaj li qhov hluav taws kub xwb, thiab nws tsis tau txais credit rau nws," Tilton sau. "Cov kab hauv qab, hauv kev lag luam uas cov tub ua lag luam yuav tsis tuaj yeem yuav cov npe tshiab, peb nyob ntawm no los qhia koj tias nws tsis ua haujlwm nyob rau hauv PANW rau kev lag luam firewall, tab sis peb xav tias koj yuav tsum tau ntxiv rau koj txoj hauj lwm rau dab tsi ntxiv ... tag nrho lub platform domination. " Cov Tshuag tau nce 25% hauv 12 lub hlis dhau los raws li S&P 500
SPX,
-0.18%
tau poob txog 7%.