Added to YB: 2025-05-27
Pitch date: 2025-05-24
PANW [neutral]
Palo Alto Networks, Inc.
+1.6%
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
$188.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
growth
Inside Palo Alto Networks: How 80% of Security Threats Are Neutralized Without Human Intervention
PANW (overview): Platform lock-in w/ 65%+ multi-year bookings, 90%+ renewals. 80% revenue from software subs at 70%+ margins. Cortex XSIAM resolves 80%+ alerts autonomously. AI advantage via Unit 42 threat intel. Strategic M&A (Talon, Dig) expands TAM. Integrated platforms (Strata, Prisma, Cortex) drive vendor stickiness across 85K customers.
Read full article (7 min)