Added to YB: 2026-08-31
Pitch date: 2026-08-27
PANW [neutral]
Palo Alto Networks, Inc.
-1.5%
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
$276.5B
Pitch Price
$377.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
170.31
P/E
295.76
EV/Sales
25.98
Sector
Software
Category
special_situation
Palo Alto Networks is acquiring the next control layer for AI Security.
PANW (update): Palo Alto Networks is building a broader AI-security platform through the ~$25B CyberArk and ~$3.35B Chronosphere acquisitions, adding privileged and machine identity plus telemetry and observability as AI agents expand non-human activity. The acquired businesses contributed a combined ~$338M of latest-quarter revenue. The decision point is whether integration and cross-selling accelerate NGS ARR, platformization and free-cash-flow margin without impairing gross margin or cost discipline.
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