Added to YB: 2026-06-16
Pitch date: 2026-06-11
PANW [neutral]
Palo Alto Networks, Inc.
+1.42%
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
$227.9B
Pitch Price
$280.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
140.24
P/E
243.73
EV/Sales
21.39
Sector
Software
Category
growth
Palo Alto 3QFY26 Earnings: The Firewall Comes Back as a Sensor
PANW (earnings): 3QFY26 rev +31% to $3.0B (organic +14%), NGS ARR +60% to $8.1B (organic +28%), adj FCF $910M; XSIAM ARR >$600M, AIRS >300 customers. Strong AI-driven firewall demand reframes hardware as runtime sensor. Stock ~$260. FY27 EPS only +9% on CyberArk dilution; Chronosphere concentrated, Cortex Cloud drag, organic/inorganic disclosure ending. Constructive strategically, disciplined financially—fairly valued, not compelling for new capital.
Read full article (9 min)