Added to YB: 2025-05-23
Pitch date: 2025-05-21
PANW [neutral]
Palo Alto Networks, Inc.
+4.74%
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
$183.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
growth
Palo Alto Networks Q1 2025 Earnings Analysis
PANW (earnings update): Q1'25 rev $2.29B (+15.3% YoY) beat est 0.6%, EPS $0.80 beat 3.9%. Margin declines: GM -1.6pp to 76%, FCF -0.3pp to 24.5%. Strong NGS ARR +34.7% YoY to $5.09B. XSIAM ARR +200% YoY, SASE +36%. Acquiring Protect.ai ($700M). Guidance in-line despite tariff headwinds & geopolitical tensions.
Read full article (8 min)