Added to YB: 2025-08-27
Pitch date: 2025-08-24
PANW [neutral]
Palo Alto Networks, Inc.
+3.52%
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
$185.18
Price Target
200.00 (+4%)
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
growth
Buy, Buy, Buy! - Palo Alto Networks, Inc.
PANW (earnings update): Q4 rev +16% YoY, ARR +32% YoY, RPO +24% YoY with FY26 guidance beating consensus. $25B CyberArk acquisition strengthens identity security/PAM capabilities, expected accretive to rev growth & margins with FCF/share accretion by FY28. Platformization strategy driving consolidation as one-stop cybersecurity shop. Price target >$200.
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