大摩：防火墙更新浪潮来袭飞塔信息(FTNT.US)为网络安全首选股

智通财经网10-22

智通财经APP获悉，摩根士丹利分析师表示，在进入2025年之际，飞塔信息(FTNT.US)和其他网络安全类股正吸引关注，原因是防火墙更新换代强劲、软件攻击率高企以及利润率不断提高。摩根士丹利重申对飞塔信息的“增持”评级，并将目标价从69美元上调至105美元。摩根士丹利将飞塔信息列为首选股，因为该公司2026年自由现金流有望比市场普遍预期高出20%至30%，且估值比竞争对手Palo Alto ...

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href=http://www.zhitongcaijing.com/content/detail/1197251.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根士丹利分析师表示，在进入2025年之际，飞塔信息(FTNT.US)和其他网络安全类股正吸引关注，原因是防火墙更新换代强劲、软件攻击率高企以及利润率不断提高。摩根士丹利重申对飞塔信息的“增持”评级，并将目标价从69美元上调至105美元。摩根士丹利将飞塔信息列为首选股，因为该公司2026年自由现金流有望比市场普遍预期高出20%至30%，且估值比竞争对手Palo Alto ...</p>\n\n<a 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Point在过去几个季度与几家合作伙伴实现了稳健的增长，尤其是Harmony电子邮件安全，本季度的增长主要受生成式人工智能(GenAI)网络钓鱼攻击增加的推动。”截至周一收盘，飞塔信息涨1.2%，报82.05美元，今年累计上涨40%;Check Point收跌0.46%，报205.28美元，今年累计上涨34%;Palo Alto Networks涨0.96%，报378.41美元，今年累计上涨28%。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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大摩：防火墙更新浪潮来袭 飞塔信息(FTNT.US)为网络安全首选股

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大摩：防火墙更新浪潮来袭飞塔信息(FTNT.US)为网络安全首选股