Added to YB: 2026-05-12
Pitch date: 2026-05-10
PANW [neutral]
Palo Alto Networks, Inc.
+2.82%
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
$168.6B
Pitch Price
$207.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
98.71
P/E
115.43
EV/Sales
16.63
Sector
Software
Category
growth
Day 44: Palo Alto Networks $PANW
PANW (overview): Cybersecurity platform leader, $164.5B EV, $10.4B ARR, 119% NRR, 15.8x EV/ARR. Evolved from next-gen firewalls to unified security via M&A (Chronosphere, Cyberark). Bull: AI drives network traffic growth, unified platform wins vs split estates, ROFR on innovation. Bear: acquisition-heavy strategy risks nimbleness vs cloud-native competitors. AI agents could 4x attack speed but LLMs not precise enough yet for runtime security. Platformization expanding to identity (Koi acquisition) & observability. Strong positioning at critical data collection points.
Read full article (6 min)