Added to YB: 2025-11-25
Pitch date: 2025-11-22
PANW [neutral]
Palo Alto Networks, Inc.
+3.38%
current return
Author Info
LongYield content includes: in-depth company/industry analysis (Business Deepdives), summaries of earnings calls (Earnings Calls Summaries), and analysis of US/European economies (Economic Reports). Sign up for the newsletter.
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
$185.42
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 vs. Cyber Threats: How Platformization and Agentic AI Define the Future of Security
PANW (overview): Q1 rev +16% to $2.47B, NGS ARR +29% to $5.85B. Acquiring CyberArk for $25B (identity) & Chronosphere for $3.35B at 21x ARR (observability). Platform strategy driving 60 new platformizations, XSIAM at 470 customers w/ $1M+ ARR each. Risks: high M&A valuations, integration execution, AI competition.
Read full article (12 min)