{"id":38601,"date":"2026-02-18T21:32:19","date_gmt":"2026-02-18T21:32:19","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9e%ac%ec%a0%95%ec%97%b0%eb%8f%84-2026%eb%85%84-2%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81%ec%9d%b4-%ec%8b%9c%ec%9e%a5-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%ec%9b%83%eb%8f%8c%ec%95%98%ec%9d%8c%ec%97%90\/"},"modified":"2026-02-18T21:32:19","modified_gmt":"2026-02-18T21:32:19","slug":"%ec%9e%ac%ec%a0%95%ec%97%b0%eb%8f%84-2026%eb%85%84-2%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81%ec%9d%b4-%ec%8b%9c%ec%9e%a5-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%ec%9b%83%eb%8f%8c%ec%95%98%ec%9d%8c%ec%97%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9e%ac%ec%a0%95%ec%97%b0%eb%8f%84-2026%eb%85%84-2%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81%ec%9d%b4-%ec%8b%9c%ec%9e%a5-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%ec%9b%83%eb%8f%8c%ec%95%98%ec%9d%8c%ec%97%90\/","title":{"rendered":"\uc7ac\uc815\uc5f0\ub3c4 2026\ub144 2\ubd84\uae30 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4\ub294 \uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4 \uc8fc\uac00\uac00 \uae09\ub77d\ud588\ub2e4."},"content":{"rendered":"Palo Alto Networks \uc8fc\uac00\ub294 \uc218\uc694\uc77c(\ud68c\uacc4\uc5f0\ub3c4 2026\ub144 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4) \uc57d 9% \ud558\ub77d\ud574 149\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uac00\uaca9\uc740 2025\ub144 4\uc6d4 7\uc77c \uc800\uc810\uc5d0\uc11c \ub9c8\uc9c0\ub9c9\uc73c\ub85c \ubcf4\uc600\ub294\ub370, \ub2f9\uc2dc \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ubd80\uacfc\ud55c \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ub9e4\uae30\ub294 \uc138\uae08)\uc640 \uad00\ub828\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \n\n\ud68c\uc0ac\ub294 \uc870\uc815 EPS(EPS: \uc8fc\ub2f9\uc21c\uc774\uc775, \ud68c\uc0ac\uac00 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775\uc744 \uc8fc\uc2dd 1\uc8fc\ub2f9\uc73c\ub85c \ub098\ub208 \uac12)\uac00 1.03\ub2ec\ub7ec\ub77c\uace0 \ubc1c\ud45c\ud588\uace0, \uc2dc\uc7a5 \uc608\uc0c1\uce58(\ucee8\uc13c\uc11c\uc2a4, \uc5ec\ub7ec \ubd84\uc11d\uac00 \uc804\ub9dd\uc758 \ud3c9\uade0)\ubcf4\ub2e4 0.09\ub2ec\ub7ec \ub192\uc558\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc740 25\uc5b5 9,000\ub9cc \ub2ec\ub7ec\ub85c, \uc608\uc0c1\ubcf4\ub2e4 1,000\ub9cc \ub2ec\ub7ec \ub9ce\uc558\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc8fc\uc694 \uc9c0\uc218(\uc8fc\uc2dd\uc2dc\uc7a5 \ub300\ud45c \uc9c0\ud45c)\ub294 \uc7a5 \ucd08\ubc18 \uc0c1\uc2b9\ud588\uace0, \ubbf8 \uad6d\ucc44 \uc218\uc775\ub960(\ubbf8\uad6d \uad6d\ucc44\uc758 \uc774\uc790 \uc218\uc900)\uacfc \uae08 \uac00\uaca9\ub3c4 \ud568\uaed8 \uc62c\ub790\uc2b5\ub2c8\ub2e4. \n\n

\uac00\uc774\ub358\uc2a4\uc640 CyberArk \uac70\ub798 \uc601\ud5a5<\/h3> \n\uc5f0\uac04 \uc870\uc815 EPS \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uce21 \uc2e4\uc801 \uc804\ub9dd)\ub294 3.65~3.70\ub2ec\ub7ec\ub85c, \uc6d4\uac00 \ud3c9\uade0 \uc608\uc0c1\uce58 3.87\ub2ec\ub7ec\ubcf4\ub2e4 \ub0ae\uc558\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uc5f0\uac04 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub294 113\uc5b5 \ub2ec\ub7ec\ub85c, \uc2dc\uc7a5 \uc608\uc0c1 105\uc5b5 \ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\uc2b5\ub2c8\ub2e4. 250\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 CyberArk \uc778\uc218\uc5d0\ub294 \uc57d 5,660\ub9cc \uc8fc\uc758 \uc2e0\uc8fc \ubc1c\ud589\uacfc \uc8fc\ub2f9 45\ub2ec\ub7ec\uc758 \ud604\uae08 \uc9c0\uae09\uc774 \ud3ec\ud568\ub410\uc2b5\ub2c8\ub2e4. (\uc2e0\uc8fc \ubc1c\ud589\uc740 \uae30\uc874 \uc8fc\uc8fc\uc758 \uc9c0\ubd84\uc774 \ud76c\uc11d\ub420 \uc218 \uc788\uc5b4 \uc8fc\uac00\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.) \n\n\ucc28\uc138\ub300 \ubcf4\uc548(Next-Generation Security) \ubd80\ubb38\uc758 ARR(\uc5f0\uac04 \ubc18\ubcf5 \ub9e4\ucd9c, \ub9e4\ub144 \ubc18\ubcf5\ud574\uc11c \ub4e4\uc5b4\uc624\ub294 \uad6c\ub3c5\u00b7\uacc4\uc57d \ub9e4\ucd9c)\uc740 \uc804\ub144 \ub300\ube44 33% \ub298\uc5b4 63\uc5b5 \ub2ec\ub7ec\uac00 \ub410\uc2b5\ub2c8\ub2e4. \ud569\uc0b0 ARR \uac00\uc774\ub358\uc2a4\ub294 86\uc5b5 7,000\ub9cc \ub2ec\ub7ec\ub85c \uc0c1\ud5a5\ub410\uace0, \uc2dc\uc7a5 \uc608\uc0c1\uce58 70\uc5b5 7,000\ub9cc \ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4. \n\n200\uc77c \ub2e8\uc21c\uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc 200\uc77c \uc885\uac00\uc758 \ud3c9\uade0\uc744 \uc774\uc740 \uc120, \ucd94\uc138 \ud310\ub2e8\uc5d0 \uc790\uc8fc \uc4f0\uc784)\uc740 193\ub2ec\ub7ec \ubc14\ub85c \uc544\ub798\uc5d0 \uc788\uc5c8\uace0, \ucc28\ud2b8\uc0c1 \uac00\uaca9 \uad6c\uac04(\uae30\uc220\uc801 \uc9c0\uc9c0\/\uc800\ud56d\uc73c\ub85c \ubcf4\ub294 \uac00\uaca9\ub300)\uc740 144\ub2ec\ub7ec\uc640 142\ub2ec\ub7ec \uadfc\ucc98\uc774\uba70, \ub354 \uc544\ub798\ub85c\ub294 130\ub2ec\ub7ec \ubd80\uadfc\uc5d0 \ucd94\uac00 \uc9c0\uc9c0\uc120\uc774 \uc788\uc2b5\ub2c8\ub2e4. RSI(\uc0c1\ub300\uac15\ub3c4\uc9c0\uc218, \ucd5c\uadfc \uc0c1\uc2b9\u00b7\ud558\ub77d\uc758 \uac15\ub3c4\ub97c \uc218\uce58\ub85c \ub098\ud0c0\ub0b8 \uc9c0\ud45c)\uc5d0\uc11c \uacfc\ub9e4\ub3c4 \uad6c\uac04\uc740 30 \uc544\ub798\uc778\ub370, \uc774 \uc885\ubaa9\uc740 \ubcf4\ud1b5 \uc57d 6\uac1c\uc6d4\uc5d0 \ud55c \ubc88 \uc815\ub3c4 \uc7a0\uae50 \uadf8 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud569\ub2c8\ub2e4. \n\n

\uc635\uc158\uacfc \uae30\uc220\uc801 \ud2b8\ub808\uc774\ub4dc \uc124\uc815<\/h3> \n\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0ac\uace0\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac) \uae30\uc900\uc73c\ub85c \ubcf4\uba74, \uc624\ub298 \ud558\ub77d \uc774\ud6c4 PANW \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58\u2019)\uc774 55%\ub97c \ub118\uc5b4\uc11c\uba70 30\uc77c \ud3c9\uade0 35%\ub97c \ud06c\uac8c \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc635\uc158 \uacc4\uc57d \uac00\uaca9\uc774 \ub354 \ube44\uc2f8\uc84c\ub2e4\ub294 \ub73b\uc774\uace0, \uc2dc\uc7a5\uc774 \uc55e\uc73c\ub85c \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc744 \uc608\uc0c1\ud55c\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uc774\ub7f0 \ud658\uacbd\uc5d0\uc11c\ub294 \ucee4\ubc84\ub4dc\ucf5c(\uc8fc\uc2dd\uc744 \ubcf4\uc720\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ucf5c\uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5)\uc774\ub098 \ud48b \uc2a4\ud504\ub808\ub4dc(\uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ud48b\uc635\uc158\uc744 \uc870\ud569\ud574 \ube44\uc6a9\u00b7\uc704\ud5d8\uc744 \uc870\uc808\ud558\ub294 \ubc29\uc2dd)\ucc98\ub7fc \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \ub9e4\ub3c4\uc790\uac00 \ubc1b\ub294 \ub300\uac00)\uc744 \ubc1b\ub294 \uc804\ub7b5\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc720\ub9ac\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \n\n\ub2e4\ub9cc, EPS \uac00\uc774\ub358\uc2a4\uac00 \ub0ae\uc544\uc9c4 \uac83\uc774 \ub354 \ud070 \ub9c8\uc9c4 \uc555\ubc15(\ube44\uc6a9 \uc99d\uac00\ub098 \uac00\uaca9 \uacbd\uc7c1 \ub4f1\uc73c\ub85c \uc774\uc775\ub960\uc774 \uc904\uc5b4\ub4dc\ub294 \ud604\uc0c1)\uc744 \uc758\ubbf8\ud560 \uc704\ud5d8\ub3c4 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \uc8fc\uac00\uac00 \ud575\uc2ec \uc9c0\uc9c0\uc120\uc778 142\ub2ec\ub7ec\ub97c \uae68\uba74, \ub2e4\uc74c \uc8fc\uc694 \uc9c0\uc9c0 \uad6c\uac04\uc778 130\ub2ec\ub7ec \uadfc\ucc98\uae4c\uc9c0 \ub0b4\ub824\uac08 \uc218 \uc788\ub294\ub370, \uc774\ub294 2023\ub144 \uc774\ud6c4 \ubcf4\uae30 \uc5b4\ub824\uc6e0\ub358 \uc218\uc900\uc785\ub2c8\ub2e4. \ud48b\uc635\uc158(\uc8fc\uac00 \ud558\ub77d \uc2dc \uc774\uc775\uc774 \ub0a0 \uc218 \uc788\ub294 \uc635\uc158)\uc744 \ub9e4\uc218\ud558\uba74, \ud5a5\ud6c4 \uba70\uce60 \ub0b4 \uadf8 \ud575\uc2ec \uac00\uaca9\ub300\uac00 \ubb34\ub108\uc9c8 \ub54c \ucd94\uac00 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub294 \ube44\uad50\uc801 \uc800\ub834\ud55c \ud5e4\uc9c0(\uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uc218\ub2e8)\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \n\nVT Markets \uc2e4\uacc4\uc88c \ub9cc\ub4e4\uae30<\/a>\u00a0\uadf8\ub9ac\uace0\u00a0\uc9c0\uae08 \uac70\ub798 \uc2dc\uc791\ud558\uae30<\/a>. <\/b>\n\n\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

PANW \uc8fc\uac00 9% \uae09\ub77d, \uacfc\ubbfc\ubc18\uc751\uc77c\uae4c \uae30\ud68c\uc77c\uae4c? EPS \uac00\uc774\ub358\uc2a4 \ud558\ud5a5\uc740 CyberArk \uc778\uc218 \ud76c\uc11d \uc601\ud5a5. ARR 33% \uc131\uc7a5 \uacac\uc870. $142 \uc9c0\uc9c0\u00b7IV \uae09\ub4f1\uc73c\ub85c \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4 \uc804\ub7b5 \uc8fc\ubaa9. – vtmarkets.com<\/p>\n","protected":false},"author":62,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-38601","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38601","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=38601"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38601\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}