Added to YB: 2026-02-25
Pitch date: 2026-02-22
PANW [neutral]
Palo Alto Networks, Inc.
-4.1%
current return
Author Info
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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
150.00 (+4%)
Dividend
N/A
EV/EBITDA
71.88
P/E
80.04
EV/Sales
11.48
Sector
Software
Category
growth
New Fair Value Estimates - Palo Alto Networks, Inc.
PANW (update): Down 20% YTD to $148, now at fair value of $150. Platformization working: customers +35% on all-purpose solution as enterprises consolidate vendors. Next-gen security 33% ARR, ready for AI threats. CyberArk acquisition boosts revenue growth >20%, margins >30%, but share dilution = no IV change.
Read full article (2 min)