PANW （3）What could make PANW recover tommorrow ?

If the management says the following:

1. The weak guidance is becuase that they just lapsed a very strong deployment cycle.  The YOY comparison is tough. 

2. There is no hard landing or security spending cut among their clients

3. AI does drive an increase spending, but closing deals  just take a little bit longer time due to complexity

Just my guess. 

最后，这里不推荐任何股票。