Added to YB: 2026-09-07
Pitch date: 2026-09-03
PANW [neutral]
Palo Alto Networks, Inc.
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
$270.5B
Pitch Price
N/A
Price Target
382.00
Dividend
N/A
EV/EBITDA
136.16
P/E
829.85
EV/Sales
23.52
Sector
Software
Category
growth
Palo Alto Networks 4QFY26: The Missing Premium
PANW (earnings): Palo Alto’s Q4 strengthened the customer-loop thesis: revenue grew 34% to $3.41B, NGS ARR rose 63% to $9.1B, and acquired products benefited from distribution and cross-selling. Yet acquisitions obscure organic growth, gross margin fell 100 basis points, and dilution limits per-share gains. At $355, roughly 85x FY27 non-GAAP EPS with only low-single-digit modeled annual returns, the shares remain a hold rather than an add.
Read full article (7 min)