Added to YB: 2025-05-27
Pitch date: 2025-05-25
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
155.00 (-19%)
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
value
Palo Alto Networks, Inc. - $PANW
PANW (earnings update): Cybersecurity leader posted 15% YoY revenue growth but disappointing 14-15% guidance & 19% RPO growth. Industry still secular growth story but PANW decelerated from 25% to 15% YoY. Still trading near ATH at >$200 despite growth slowdown. Fair value $155/share as $200+ requires ~20% YoY growth.
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