Added to YB: 2024-08-29
Pitch date: 2024-08-27
PANW [neutral]
Palo Alto Networks, Inc.
+9.7%
current return
Author Info
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Company Info
Palo Alto Networks, Inc. provides cybersecurity solutions the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$132.5B
Pitch Price
$174.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
growth
Show full summary:
Palo Alto Networks: The King of Cybersecurity M&A
PANW (company dive): 17 acquisitions since 2014 for $5.5B, now 50% of $5B ARR. Key buys: QRadar ($500M, SIEM), Talon ($600M, browser), Dig ($400M, DSPM), Cider ($300M, DevSec), Cortex Xpanse ($800M, vulnerability), CloudGenix ($420M, SD-WAN). Strengthened cloud, AI, threat intel. CEO Arora driving M&A since 2018.
Read full article (6 min)