Added to YB: 2025-11-27
Pitch date: 2025-11-25
PANW [neutral]
Palo Alto Networks, Inc.
-0.68%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$133.6B
Pitch Price
$187.15
Price Target
320.00 (+67%)
Dividend
N/A
EV/EBITDA
86.07
P/E
121.32
EV/Sales
13.59
Sector
Software
Category
growth
Show full summary:
PANW After Q1 FY26: The $13 Billion Assembly Test
PANW (earnings): Strong Q1 with 16% revenue growth, 29% NGS ARR growth to $5.85B, 30% op margins. But $13B bet on CyberArk + Chronosphere acquisitions raises integration risk. Trading 52x fwd P/E, priced for perfect execution vs Microsoft bundling threat. Bull case $320 target needs flawless integration.
Read full article (9 min)