[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-palo-alto-networks-q4-earnings-crossed-20-billion-in-rpo-next-years-guide-tells-a-different-story-ES":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":340},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},128288,"Las ganancias del cuarto trimestre de Palo Alto Networks superaron los $20 mil millones en RPO. Las previsiones para el próximo año cuentan una historia diferente.","2026-09-02T08:00:00","2026-09-02T05:54:17","\u003Cp>Palo Alto Networks acaba de superar por primera vez los $20 mil millones en pedidos pendientes reconocidos (RPO), con los ingresos anuales recurrentes (ARR) de su nueva generación de seguridad (NGS) aumentando un 63% hasta alcanzar los $9.1 mil millones.\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways-for-palo-alto-networks-stock-as-of-september-2026\" class=\"wp-block-heading\">Conclusiones clave para la acción de Palo Alto Networks a septiembre de 2026\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Trimestre récord:\u003C\u002Fstrong> Palo Alto Networks superó por primera vez los $20B en RPO.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Previsiones para el año fiscal 2027:\u003C\u002Fstrong> La dirección pronosticó unos ingresos para el año fiscal 2027 de $14.1B a $14.2B, un crecimiento del 23-24%, y un ARR de NGS de $11.075B a $11.175B, una fuerte desaceleración respecto al ritmo del 63% del año fiscal 2026.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Despegue de Prisma AIRS:\u003C\u002Fstrong> $100M en ARR en 4 trimestres convirtieron a Prisma AIRS en el producto de escalado más rápido de la historia de la empresa, mientras que las plataformizaciones alcanzaron un récord de ~220 en el Q4.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>CEO sobre la Plataformización:\u003C\u002Fstrong> El presidente y CEO Nikesh Arora calificó la plataformización como \"la única estrategia viable para la defensa en tiempo real, combatiendo la IA con IA\" en la llamada de resultados del Q4.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>La acción de Palo Alto Networks acaba de superar los $20 mil millones en RPO, pero las previsiones para el próximo año apuntan a un ritmo de ARR mucho más lento. Consulta el análisis completo en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-palo-alto-networks-tops-20-billion-in-rpo-as-cyberark-integration-accelerates\" class=\"wp-block-heading\">Palo Alto Networks supera los $20 mil millones en RPO mientras se acelera la integración de CyberArk\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1280\" height=\"492\" data-public-id=\"images\u002Fimage-32_1282910f607\u002Fimage-32_1282910f607.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1280,h_492,c_scale\u002Ff_webp,q_auto\u002Fv1788328125\u002Fimages\u002Fimage-32_1282910f607\u002Fimage-32_1282910f607.png?_i=AA\" alt=\"palo alto stock q4 earnings in usd\" class=\"wp-post-128288 wp-image-128291\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788328125\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788328125\u002Fimages\u002Fimage-32_1282910f607\u002Fimage-32_1282910f607.png?_i=AA 1280w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_461,c_scale\u002Ff_webp,q_auto\u002Fv1788328125\u002Fimages\u002Fimage-32_1282910f607\u002Fimage-32_1282910f607.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_115,c_scale\u002Ff_webp,q_auto\u002Fv1788328125\u002Fimages\u002Fimage-32_1282910f607\u002Fimage-32_1282910f607.png?_i=AA 300w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Resultados del Q4 de la acción PANW en USD \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=25460099&tid=208663871&e=2013893831&ts=3806220&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palo Alto Networks (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=25460099&tid=208663871&ref=q2enxr\">PANW\u003C\u002Fa>) cerró su cuarto trimestre fiscal con unos ingresos que aumentaron un 34% interanual hasta los $3.41 mil millones, y las obligaciones de rendimiento restantes, o RPO, superaron los $20 mil millones por primera vez en la historia de la empresa. El RPO terminó el trimestre en $21.2 mil millones, un aumento del 34%, mientras que el RPO corriente alcanzó los $9.3 mil millones con la misma tasa de crecimiento. Los ingresos anuales aumentaron un 24% hasta los $11.5 mil millones, y Palo Alto Networks entra en el año fiscal 2027 con las dos mayores adquisiciones de su historia: CyberArk, ahora rebautizada como Idira, y Chronosphere.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El ARR de Seguridad de Nueva Generación, la métrica que sigue los ingresos recurrentes de los productos de seguridad en la nube y de IA más nuevos de la empresa, alcanzó los $9.1 mil millones en el trimestre, un aumento del 63%. Casi $1 mil millones de esa cifra provinieron de ARR neto nuevo solo en el Q4, casi el doble de la adición trimestral del año anterior. XSIAM, la plataforma de operaciones de seguridad impulsada por IA de la empresa, cerró el año con más de $700 millones en ARR, un aumento del 70%, y superó los 1,000 clientes. Prisma AIRS, el producto de seguridad de IA más nuevo, superó los $100 millones en ARR en cuatro trimestres desde su disponibilidad general, el escalado más rápido de cualquier producto en la historia de la empresa.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El negocio Idira, construido en torno a la adquisición de CyberArk cerrada anteriormente en el año fiscal 2026, se está integrando más rápido de lo previsto por la dirección. El margen operativo de la unidad ya se ha revertido casi al nivel independiente de CyberArk después de solo dos trimestres dentro de Palo Alto Networks, y los acuerdos de más de $5 millones crecieron un 50% interanual en el Q4. El presidente y CEO Nikesh Arora se refirió al ritmo de ese cambio en la \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=25460099&tid=208663871&e=2013893831&ts=3806220&ref=q2enxr\">llamada de resultados del Q4\u003C\u002Fa>: \"La plataformización es la única estrategia viable para la defensa en tiempo real, combatiendo la IA con IA\". Esa filosofía se reflejó en las cifras: las plataformizaciones netas nuevas, clientes que se estandarizan en múltiples productos de Palo Alto Networks, alcanzaron un récord de 220 en el trimestre, y la retención de ingresos netos para esa cohorte plataformizada superó el 120%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Las previsiones cuentan una historia más complicada. Para el año fiscal 2027, la dirección pronosticó unos ingresos de $14.1 mil millones a $14.2 mil millones, un crecimiento del 23% al 24%, y un ARR de NGS de $11.075 mil millones a $11.175 mil millones, un crecimiento del 22% al 23%. Esto marca una fuerte desaceleración respecto al ritmo de ARR del 63% del año fiscal 2026, impulsada en parte por el aniversario de una gran migración puntual de observabilidad que impulsó las adiciones netas de Chronosphere en el Q4. El margen operativo no GAAP para el año completo alcanzó el 29.2%, un aumento de 40 puntos básicos a pesar de absorber dos adquisiciones de menor margen, y el flujo de caja libre ajustado alcanzó los $4.41 mil millones, un margen del 38.4%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Prisma AIRS alcanzó los $100 millones en ARR más rápido que cualquier producto que Palo Alto Networks haya lanzado. Profundiza en la trayectoria completa de ARR de la plataforma en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-values-palo-alto-networks-stock-at-577-pricing-in-continued-platformization-gains\" class=\"wp-block-heading\">TIKR valora la acción de Palo Alto Networks en $577, descontando las ganancias continuas de la plataformización\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El modelo de caso medio de TIKR valora la acción de Palo Alto Networks en $577 para julio de 2031, lo que implica una rentabilidad total del 59% desde el precio actual de $362, o un 10% anualizado durante 4.9 años.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4966\" height=\"4046\" data-public-id=\"images\u002FPANW_valuation_model-5\u002FPANW_valuation_model-5.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4966,h_4046,c_scale\u002Ff_webp,q_auto\u002Fv1788328051\u002Fimages\u002FPANW_valuation_model-5\u002FPANW_valuation_model-5.png?_i=AA\" alt=\"palo alto stock valuation model resuslts\" class=\"wp-post-128288 wp-image-128290\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788328051\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788328051\u002Fimages\u002FPANW_valuation_model-5\u002FPANW_valuation_model-5.png?_i=AA 4966w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_978,c_scale\u002Ff_webp,q_auto\u002Fv1788328051\u002Fimages\u002FPANW_valuation_model-5\u002FPANW_valuation_model-5.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1141,c_scale\u002Ff_webp,q_auto\u002Fv1788328051\u002Fimages\u002FPANW_valuation_model-5\u002FPANW_valuation_model-5.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1788328051\u002Fimages\u002FPANW_valuation_model-5\u002FPANW_valuation_model-5.png?_i=AA 300w\" sizes=\"auto, (max-width: 4966px) 100vw, 4966px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Resultados del modelo de valoración de la acción PANW \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Una rentabilidad anualizada del 10% sitúa a la acción de Palo Alto Networks por delante de los rendimientos típicos de un solo dígito alto de sus pares de software maduros, lo que refleja la magnitud del cambio de plataformización ya en marcha.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ese objetivo es alcanzable dada la trayectoria ya visible en las cifras: el ARR de NGS creciendo un 63% hasta una base de $9.1 mil millones, y la integración de Idira alcanzando la paridad de márgenes dos trimestres antes de lo previsto.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>El modelo de TIKR sitúa la acción de Palo Alto Networks en un objetivo de $577, una rentabilidad total del 59%. Explora el desglose completo de la valoración en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-palo-alto-networks-inc\" class=\"wp-block-heading\">\u003Cstrong>¿Deberías invertir en Palo Alto Networks, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La única manera de saberlo realmente es examinar tú mismo las cifras. TIKR te da acceso gratuito a los mismos datos financieros de calidad institucional que utilizan los analistas profesionales para responder exactamente esa pregunta.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Si consultas la acción de Palo Alto Networks, Inc., verás años de estados financieros históricos, lo que los analistas de Wall Street esperan para los ingresos y beneficios en los próximos trimestres, cómo se han movido los múltiplos de valoración a lo largo del tiempo y si los objetivos de precio están subiendo o bajando.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Puedes crear una lista de seguimiento gratuita para rastrear Palo Alto Networks, Inc. junto con todas las demás acciones en tu radar. No se requiere tarjeta de crédito. Solo los datos que necesitas para decidir por ti mismo.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Accede a herramientas profesionales para analizar la acción PANW en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>¿Buscas nuevas oportunidades?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Descubre qué acciones están \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">comprando los inversores multimillonarios\u003C\u002Fa> para que puedas seguir al dinero inteligente.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analiza acciones en tan solo 5 minutos\u003C\u002Fa> con la plataforma todo en uno y fácil de usar de TIKR.\u003C\u002Fli>\n\n\n\n\u003Cli>Cuanto más revuelvas… más oportunidades descubrirás. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Busca entre más de 100K acciones globales, las tenencias de los principales inversores globales y más con TIKR.\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">Descargo de responsabilidad:\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Ten en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender cualquier acción. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y felices inversiones!\u003C\u002Fem>\u003C\u002Fp>",959,"es","\u002Fblog\u002Fpalo-alto-networks-q4-earnings-crossed-20-billion-in-rpo-next-years-guide-tells-a-different-story","palo-alto-networks-q4-earnings-crossed-20-billion-in-rpo-next-years-guide-tells-a-different-story","images\u002FFEATURED-IMAGE-MAKER-1499\u002FFEATURED-IMAGE-MAKER-1499","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788328429\u002Fimages\u002FFEATURED-IMAGE-MAKER-1499\u002FFEATURED-IMAGE-MAKER-1499.png?_i=AA",{"altText":237,"imageCredit":238},"Palo Alto Networks’ Q4 Earnings Crossed $20 Billion in RPO. Next Year’s Guide Tells a Different Story.","Prostock-Studio from Getty Images and anyaberkut from Getty Images Pro",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Gian Estrada","giantikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Resultados actualizados","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Palo Alto Networks just crossed $20 billion in RPO for the first time, with NGS ARR up 63% to $9.1 billion.",{"title":260,"description":258,"twitterTitle":260,"twitterDescription":258,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":260,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Palo Alto Networks’ Q4 Earnings Crossed $20 Billion in RPO. Next Year’s Guide Tells a Different Story.","TIKR.com","Tiempo de lectura estimado","7 minutes",1200,630,[267,281,298,312,326],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"Grifols Incumplió los Ingresos en los Resultados del T2. Los Inversores Subieron la Acción GRF un 8% de Todas Maneras.","2026-09-01 10:52:43","Grifols no alcanzó las estimaciones de ingresos del segundo trimestre por un 0.92% y registró una caída de ventas del 0.91% interanual, sin embargo, el EBITDA, el EBIT y el ingreso neto superaron todas las previsiones del mercado.",954,"\u002Fblog\u002Fgrifols-missed-revenue-in-q2-earnings-investors-bid-grf-stock-up-8-anyway","grifols-missed-revenue-in-q2-earnings-investors-bid-grf-stock-up-8-anyway","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1498-600x360.png",{"altText":268},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},[],[279],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":295,"relatedPosts":297},"IREN Cambia su Principal Fuente de Ingresos a Servicios de Nube de IA en Medio de una Gran Deterioro de Hardware","2026-08-31 14:00:38","La acción de IREN cae un 12% a medida que los ingresos por la nube de IA superan por primera vez a los de la minería de Bitcoin, a pesar de una pérdida neta de $702.6 millones por deterioro de hardware.",732,"\u002Fblog\u002Firen-stock-shifts-ai-cloud-revenue-hardware-impairment","iren-stock-shifts-ai-cloud-revenue-hardware-impairment","images\u002FIREN-stock-1\u002FIREN-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788161247\u002Fimages\u002FIREN-stock-1\u002FIREN-stock-1.png?_i=AA",{"altText":282},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},"Aditya Raghunath","adityatikr",[],[296],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":305,"featuredImageMetadata":306,"author":307,"categories":309,"relatedPosts":311},"Las Ganancias del Q1 de Elastic Superaron Todas las Líneas, Las Previsiones También Subieron. Aquí Está Hacia Dónde Podrían Ir las Acciones en 2026.","2026-08-28 14:58:10","La tasa de expansión neta en desaceleración de Elastic ocultaba una historia de crecimiento acelerado. Los resultados del primer trimestre acaban de confirmarlo.",979,"\u002Fblog\u002Felastics-q1-earnings-beat-on-every-line-the-guide-went-up-too-heres-where-shares-could-go-in-2026","elastics-q1-earnings-beat-on-every-line-the-guide-went-up-too-heres-where-shares-could-go-in-2026","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FFEATURED-IMAGE-MAKER-1469-600x360.png",{"altText":299},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":308},[],[310],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"Las Ganancias del Segundo Trimestre de Dollar Tree Superaron las Expectativas en un 136%. Los Aranceles Hicieron la Mitad del Trabajo.","2026-08-28 14:36:01","Dollar Tree superó las estimaciones de EPS en un 136%, pero $1.31 de los $2.70 reportados provinieron únicamente de reembolsos arancelarios.",1005,"\u002Fblog\u002Fdollar-trees-q2-earnings-beat-by-136-tariffs-did-half-the-work","dollar-trees-q2-earnings-beat-by-136-tariffs-did-half-the-work","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FFEATURED-IMAGE-MAKER-1468-600x360.png",{"altText":313},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":322},[],[324],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":333,"featuredImageMetadata":334,"author":335,"categories":337,"relatedPosts":339},"Workday supera las previsiones de ganancias del segundo trimestre en ambas líneas. La ARR de IA se triplicó de todos modos.","2026-08-28 13:39:40","Los ingresos anuales recurrentes de IA de Workday alcanzaron los $600 millones, un aumento de más del 200% interanual, y aún representan solo una cuarta parte de las nuevas reservas.",917,"\u002Fblog\u002Fworkdays-q2-earnings-beat-on-both-lines-ai-arr-tripled-anyway","workdays-q2-earnings-beat-on-both-lines-ai-arr-tripled-anyway","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FFEATURED-IMAGE-MAKER-1467-600x360.png",{"altText":327},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":336},[],[338],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[341,359,374,385,400,415,432,446,460,474,491,509,524,539],{"id":255,"title":342,"date":343,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":348,"featuredImageOriginalUrl":349,"featuredImageMetadata":350,"author":351,"categories":353,"relatedPosts":358},"Comisión Federal de Comercio demanda a Amazon por presunta manipulación de precios en publicidad","2026-09-01 12:57:43","La FTC demandó a Amazon, alegando que sobrecargó a los anunciantes más de $20 mil millones mediante recargos ocultos en subastas que se remontan a 2019.",788,"\u002Fblog\u002Ffederal-trade-commission-sues-amazon-over-alleged-advertising-price-manipulation","federal-trade-commission-sues-amazon-over-alleged-advertising-price-manipulation","images\u002FAMZN-stock_128281d2b79\u002FAMZN-stock_128281d2b79","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788265916\u002Fimages\u002FAMZN-stock_128281d2b79\u002FAMZN-stock_128281d2b79.png?_i=AA",{"altText":342},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":352},[],[354],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":360,"date":361,"excerpt":362,"wordCount":363,"uri":364,"slug":365,"cloudinaryAssetId":366,"featuredImageOriginalUrl":367,"featuredImageMetadata":368,"author":369,"categories":371,"relatedPosts":373},"Eli Lilly Compra Merida Biosciences Por $2.9 Mil Millones Para Impulsar Su Cartera De Inmunología","2026-09-01 12:51:42","Las acciones de Eli Lilly cayeron después de que la compañía anunció un acuerdo de $2.9 mil millones para adquirir Merida Biosciences y expandir su cartera de inmunología.",761,"\u002Fblog\u002Feli-lilly-stock-merida-biosciences-acquisition-immunology","eli-lilly-stock-merida-biosciences-acquisition-immunology","images\u002FLLY-stock_1282717becc\u002FLLY-stock_1282717becc","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788261741\u002Fimages\u002FLLY-stock_1282717becc\u002FLLY-stock_1282717becc.png?_i=AA",{"altText":360},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":370},[],[372],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":375,"date":361,"excerpt":376,"wordCount":363,"uri":377,"slug":378,"cloudinaryAssetId":366,"featuredImageOriginalUrl":367,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"Eli Lilly Compra Merida Biosciences Por $2.900 Millones Para Impulsar Su Cartera De Inmunología","Las acciones de Eli Lilly cayeron después de que la compañía anunciara un acuerdo de $2.9 mil millones para adquirir Merida Biosciences y expandir su cartera de inmunología.","\u002Fblog\u002Feli-lilly-lly-stock-merida-biosciences-acquisition-immunology","eli-lilly-lly-stock-merida-biosciences-acquisition-immunology",{"altText":375},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":381},[],[383],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"Phil Schiller, líder de la App Store de Apple, deja su cargo antes de la transición ejecutiva","2026-09-01 11:32:47","Las acciones de Apple cayeron casi un 2% mientras el jefe de la App Store, Phil Schiller, deja su cargo justo antes de que John Ternus asuma como CEO.",711,"\u002Fblog\u002Fapple-aapl-stock-phil-schiller-steps-down-app-store-ceo-transition","apple-aapl-stock-phil-schiller-steps-down-app-store-ceo-transition","images\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788242968\u002Fimages\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy.png?_i=AA",{"altText":386},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":396},[],[398],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"Acciones de Howmet Aerospace Caen un 8% Tras Anuncio de Elon Musk Sobre Producción Interna de Turbinas","2026-09-01 11:32:16","Las acciones de Howmet Aerospace cayeron más del 8% después de que Elon Musk dijera que SpaceX fabricará las palas de turbina internamente, acelerando la producción de turbinas de gas.",747,"\u002Fblog\u002Fhowmet-aerospace-hwm-stock-drops-elon-musk-turbine-production","howmet-aerospace-hwm-stock-drops-elon-musk-turbine-production","images\u002FHWM-stock\u002FHWM-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788255622\u002Fimages\u002FHWM-stock\u002FHWM-stock.png?_i=AA",{"altText":401},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":411},[],[413],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":416,"date":417,"excerpt":418,"wordCount":419,"uri":420,"slug":421,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":422,"featuredImageMetadata":423,"author":424,"categories":426,"relatedPosts":431},"La acción de Salesforce sube un 23% en solo tres meses y tiene una causa: Claudeforce.","2026-09-01 10:50:00","La acción de Salesforce ha subido un 23% en tres meses. Claudeforce explica el repunte, pero la brecha de valoración que ha dejado atrás es la verdadera cuestión.",1275,"\u002Fblog\u002Fsalesforce-stocks-23-run-in-just-three-months-has-one-cause-claudeforce","salesforce-stocks-23-run-in-just-three-months-has-one-cause-claudeforce","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1497-600x360.png",{"altText":416},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":425},[],[427],{"name":428,"slug":429,"uri":430,"description":243,"postsCount":255},"Reseñas de Acciones","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":433,"date":434,"excerpt":435,"wordCount":436,"uri":437,"slug":438,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":445},"Las acciones de Oracle han caído un 40% en tres meses. Las ganancias del 5 de septiembre podrían decidir lo que viene a continuación.","2026-09-01 10:48:19","Las acciones de Oracle perdieron un 40% en tres meses, pero su precio objetivo promedio de $244 nunca se movió. Esta es la razón por la que la calle se mantuvo firme.",1231,"\u002Fblog\u002Foracle-stock-is-down-40-in-three-months-september-5-earnings-could-decide-whats-next","oracle-stock-is-down-40-in-three-months-september-5-earnings-could-decide-whats-next","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1496-600x360.png",{"altText":433},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":442},[],[444],{"name":428,"slug":429,"uri":430,"description":243,"postsCount":255},[],{"id":255,"title":447,"date":448,"excerpt":449,"wordCount":450,"uri":451,"slug":452,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"Spotify Acaba de Superar los 300 Millones de Suscriptores. Entonces, ¿Por Qué la Acción Sigue Bajando un 23% en el Último Año?","2026-09-01 10:46:00","La acción de Spotify cayó un 23% en el último año, a pesar de que el crecimiento de ingresos alcanzó el 15% y los suscriptores superaron los 300 millones. Este es el verdadero motor.",1141,"\u002Fblog\u002Fspotify-just-topped-300-million-subscribers-so-why-is-the-stock-still-down-23-over-the-past-year","spotify-just-topped-300-million-subscribers-so-why-is-the-stock-still-down-23-over-the-past-year","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1495-600x360.png",{"altText":447},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":456},[],[458],{"name":428,"slug":429,"uri":430,"description":243,"postsCount":255},[],{"id":255,"title":461,"date":462,"excerpt":463,"wordCount":464,"uri":465,"slug":466,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":467,"featuredImageMetadata":468,"author":469,"categories":471,"relatedPosts":473},"La acción de Monolithic Power Systems ha subido un 54% este año. La calle aún no ha terminado de elevar sus objetivos.","2026-09-01 10:44:39","La acción de Monolithic Power Systems ha subido un 54% en un año, y el salto de ingresos del 48% en el segundo trimestre explica por qué la calle sigue subiendo los objetivos.",1168,"\u002Fblog\u002Fmonolithic-power-systems-stock-is-up-54-this-year-the-street-isnt-done-raising-targets","monolithic-power-systems-stock-is-up-54-this-year-the-street-isnt-done-raising-targets","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1494-600x360.png",{"altText":461},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":470},[],[472],{"name":428,"slug":429,"uri":430,"description":243,"postsCount":255},[],{"id":255,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":481,"featuredImageOriginalUrl":482,"featuredImageMetadata":483,"author":484,"categories":488,"relatedPosts":490},"Las acciones de Gap subieron un 13% tras los resultados. Hacia dónde podrían ir las acciones en 2026","2026-08-31 16:53:57","Las acciones de Gap subieron alrededor de un 13% tras los resultados, y nuestro análisis sugiere que las acciones ofrecen un potencial de revalorización moderado desde los niveles actuales. He aquí por qué unos márgenes más fuertes y una recuperación de Old Navy podrían moldear la acción durante el resto de 2026.",890,"\u002Fblog\u002Fgap-stock-jumped-13-after-earnings-heres-where-shares-could-go-in-2026","gap-stock-jumped-13-after-earnings-heres-where-shares-could-go-in-2026","images\u002F@alba-from-alba-via-Canva\u002F@alba-from-alba-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788195178\u002Fimages\u002F@alba-from-alba-via-Canva\u002F@alba-from-alba-via-Canva.png?_i=AA",{"altText":475},{"name":485,"slug":486,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":487},"Nikko Henson","nikkotikr",[],[489],{"name":428,"slug":429,"uri":430,"description":243,"postsCount":255},[],{"id":255,"title":492,"date":493,"excerpt":494,"wordCount":495,"uri":496,"slug":497,"cloudinaryAssetId":498,"featuredImageOriginalUrl":499,"featuredImageMetadata":500,"author":501,"categories":503,"relatedPosts":508},"Acción de Robinhood Sube 32% en los Últimos 6 Meses, ¿Todavía Tiene Robinhood Espacio para Crecer Hasta 2030?","2026-08-31 14:04:48","HOOD reportó ingresos y depósitos récord en el segundo trimestre. Esto es lo que el modelo de valoración de TIKR indica sobre el potencial alcista de la acción de Robinhood hasta 2030.",1102,"\u002Fblog\u002Fhood-stock-robinhood-valuation-2030","hood-stock-robinhood-valuation-2030","images\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788177460\u002Fimages\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c.png?_i=AA",{"altText":492},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":502},[],[504],{"name":505,"slug":506,"uri":507,"description":243,"postsCount":255},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":510,"date":511,"excerpt":512,"wordCount":513,"uri":514,"slug":515,"cloudinaryAssetId":516,"featuredImageOriginalUrl":517,"featuredImageMetadata":518,"author":519,"categories":521,"relatedPosts":523},"La acción de Primoris Services ha caído un 39% en el último año, ¿es Primoris una oportunidad de recuperación para 2026?","2026-08-31 14:03:53","La acción de PRIM cayó un 37% por sobrecostos en energías renovables, pero el récord de cartera de pedidos cuenta una historia diferente. Esto es lo que dice el modelo de TIKR sobre el potencial alcista.",1115,"\u002Fblog\u002Fprim-stock-primoris-valuation-2030","prim-stock-primoris-valuation-2030","images\u002FPRIM-stock_1280482aa71\u002FPRIM-stock_1280482aa71","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788172918\u002Fimages\u002FPRIM-stock_1280482aa71\u002FPRIM-stock_1280482aa71.png?_i=AA",{"altText":510},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":520},[],[522],{"name":505,"slug":506,"uri":507,"description":243,"postsCount":255},[],{"id":255,"title":525,"date":526,"excerpt":527,"wordCount":528,"uri":529,"slug":530,"cloudinaryAssetId":531,"featuredImageOriginalUrl":532,"featuredImageMetadata":533,"author":534,"categories":536,"relatedPosts":538},"Las acciones de AEIS se dispararon un 88% este año, ¿todavía tienen espacio para seguir subiendo hasta 2031?","2026-08-31 13:56:01","AEIS reportó resultados récord en el segundo trimestre. Esto es lo que el modelo de valoración de TIKR indica sobre el potencial alcista de la acción hasta 2031.",1068,"\u002Fblog\u002Faeis-stock-advanced-energy-valuation-2031","aeis-stock-advanced-energy-valuation-2031","images\u002FAEIS-stock_1277626c432\u002FAEIS-stock_1277626c432","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788069252\u002Fimages\u002FAEIS-stock_1277626c432\u002FAEIS-stock_1277626c432.png?_i=AA",{"altText":525},{"name":292,"slug":293,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":535},[],[537],{"name":505,"slug":506,"uri":507,"description":243,"postsCount":255},[],{"id":255,"title":540,"date":541,"excerpt":542,"wordCount":543,"uri":544,"slug":545,"cloudinaryAssetId":546,"featuredImageOriginalUrl":547,"featuredImageMetadata":548,"author":549,"categories":551,"relatedPosts":555},"La acción de Roku ha subido un 61% en seis meses. El acuerdo de Fox por $22 mil millones explica casi todo.","2026-08-30 17:10:33","Las acciones de Roku se dispararon un 61% en seis meses después de que Fox acordara comprar la plataforma de streaming por $22 mil millones. El modelo de TIKR valora el negocio independiente en $324.",996,"\u002Fblog\u002Froku-stock-is-up-61-in-six-months-foxs-22-billion-deal-explains-almost-all-of-it","roku-stock-is-up-61-in-six-months-foxs-22-billion-deal-explains-almost-all-of-it","images\u002FFEATURED-IMAGE-MAKER-1482\u002FFEATURED-IMAGE-MAKER-1482","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788109414\u002Fimages\u002FFEATURED-IMAGE-MAKER-1482\u002FFEATURED-IMAGE-MAKER-1482.png?_i=AA",{"altText":540},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":550},[],[552],{"name":553,"slug":75,"uri":554,"description":243,"postsCount":255},"Análisis Fundamental","\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[]]