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貝倫貝格銀行稱,隨著投資組合的增強,Palo Alto Networks 的估值被低估。

-- 貝倫貝格銀行週二發布的一份報告指出,Palo Alto Networks (PANW) 的估值倍數與其不斷提升的產品組合品質和日益擴大的規模不符。 報告稱,該公司「是網路安全領域難得的優質複合型企業,擁有業內一流的執行力、多元化的成長引擎和強大的產品覆蓋範圍」。 貝倫貝格銀行表示,市場普遍預期該公司每季將有約 59 家客戶轉化為更全面的產品組合,到 2030 財年,這一數字將增至約 2,600 家。報告還指出,即使到 2030 年達到 2500 至 3500 家這樣的轉換目標,也可能並非上限,因為在完成 CyberArk 和 Chronosphere 的收購後,成長勢頭預計將進一步增強。 貝倫貝格銀行首次對 Palo Alto Networks 股票進行評級,給予「買入」評級,目標價為 215 美元。

Price: $175.63, Change: $+6.07, Percent Change: +3.58%

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