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
203.00 (+6%)
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
growth
$PANW | Palo Alto Networks Q4 2025 Highlights
PANW (earnings update): Q4 rev $2.5B (+16%), EPS $0.95 (+29%), exceeding expectations. NGS ARR $5.6B (+32%) driving growth. 29% op margin. Platform strategy validated, with high-quality recurring revenue & $15.8B RPO (+24%). Founder Zuk retiring, Klarich takes CTO role to lead AI security. Fair value $158-$203, currently trading at $184.82. Risks: IT spending slowdown, competition from ZS/CRWD.
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