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Technology · Software - Infrastructure · 网络安全 · as of 2026-10-06

清仓/不碰贵 · 2026-10-06

NTM PE 229.2、PEG 7.01，1个月+30%、距高点-2%。

估值

PE TTM–

PE NTM (混合)229.2

Fwd PE (Yahoo +1y)215.9

PEG NTM7.01

PEG (Yahoo)2.38

EV/EBITDA-35283.6

EV/Rev50.7

P/S51.3

FCF yield0.5%

Fwd PE 自身分位n=1，样本不足

增长 / 质量

Revenue TTM2.5B

Rev growth (yoy q)36%

Earnings growth–

EPS +1y vs 0y33%

Gross margin73%

Op margin-8%

Net margin-8%

FCF / OCF692M / 633M

Debt / Cash3.5B / 4.2B

Mkt cap / EV128.9B / 127.4B

共识 / 修正

Target mean338.7 (-6%)

Rec mean (1=StrongBuy)1.97

SB/B/H/S7/16/8/3

Analysts31

+1y EPS up/down 30d5 / 0

+1y EPS chg 90d6%

Surprise avg 4q8.3%

Next earnings2026-10-29

FY end2026-12-31

价格 / 情绪

52w high / low370.4 / 158.8

vs 52w high-2%

Ret 1m / 3m30% / 35%

RS vs SPY 1m / 3m28% / 30%

Beta1.65

Short % float2.7%

Div yield0.00%

共识预期 (EPS / Revenue)

Period	End	EPS avg	low–high	g	90d ago	Up/Dn 30d	Rev avg	Rev g
0q	2026-09-30	0.34	0.34–0.37	27%	0.32	28/1	738M	31%
+1q	2026-12-31	0.38	0.36–0.42	35%	0.36	25/1	798M	30%
0y	2026-12-31	1.26	1.25–1.32	36%	1.20	1/0	2.9B	32%
+1y	2027-12-31	1.68	1.39–1.98	33%	1.58	5/0	3.7B	29%

财报历史 (EPS actual vs estimate)

Quarter	Actual	Estimate	Surprise
2025-09-30	0.27	0.23	15.4%
2025-12-31	0.28	0.27	3.2%
2026-03-31	0.25	0.23	7.0%
2026-06-30	0.29	0.27	7.5%

价格（1 年）与 Forward PE 快照历史

Forward PE 历史区间：每日快照累积中（目前 1 天）

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