Added to YB: 2025-11-24
Pitch date: 2025-11-20
PANW [neutral]
Palo Alto Networks, Inc.
+3.61%
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
$185.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
85.35
P/E
120.33
EV/Sales
13.47
Sector
Software
Category
growth
Palo Alto Networks Q3 2025 Earnings
PANW (earnings): Q1 FY26 beat w/ $2.47B rev (+16% YoY), NGS ARR $5.85B (+29% YoY). Op margin 30.2% (+140bps YoY) 2nd consec qtr >30%. SASE ARR $1.3B (+34% YoY), XIM ~470 customers >$1M avg ARR. Prisma AIRS deals 2x QoQ on AI security demand. FCF $1.7B (+17% YoY), cash >$10B. CyberArk/Kronosphere M&A. FY30 NGS ARR target raised to $20B from $15B.
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