Added to YB: 2026-02-25
Pitch date: 2026-02-21
PANW [neutral]
Palo Alto Networks, Inc.
-4.1%
current return
Author Info
No bio for this author
Company Info
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$117.6B
Pitch Price
$147.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
71.88
P/E
80.04
EV/Sales
11.48
Sector
Software
Category
growth
Palo Alto Networks (PANW) Earnings Report Analysis
PANW (earnings): Q2 rev $2.59B +15% YoY, non-GAAP op margin 30.3% (3rd straight Q >30%). NGS ARR $6.3B +33% YoY, RPO +23% to $16B. Q3 guide: rev +28-29% YoY (accel vs Q2), NGS ARR $7.94-7.96B +56%. FY26: rev $11.28-11.31B +22-23%, op margin 28.5-29%, FCF margin 37%. Platformization & AI driving consolidation. Risk: CyberArk/Chronosphere integration, $321M SBC, premium valuation vs execution
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