Added to YB: 2025-08-21
Pitch date: 2025-08-19
PANW [neutral]
Palo Alto Networks, Inc.
+5.36%
current return
Author Info
No bio for this author
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
$181.93
Price Target
300.00 (+57%)
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
special_situation
Palo Alto From Gate to Graph: The $28B Test of Cybersecurity's Control Plane
PANW (earnings update): Security evolved from perimeter to distributed control planes. PANW's $28B bet coordinates 4 platforms (SASE, Firewalls, XSIAM, CyberArk) against CrowdStrike's unified single-agent approach. At $185 (50x P/E, 14% growth), market assumes perfect execution with only 17% upside but significant downside from integration complexity. Bull case $270-300 (25%), base $205-225 (50%), bear $135-160 (25%).
Read full article (14 min)