Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-10
PANW [bullish]
Palo Alto Networks, Inc.
+15.02%
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
$270.5B
Pitch Price
$325.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
158.25
P/E
826.63
EV/Sales
23.52
Sector
Software
Category
growth
Tran Capital Management Portfolio Holding: Palo Alto Networks, Inc.
PANW (hold): Long-time holding Palo Alto Networks contributed meaningfully to performance and was unfairly punished in the early-year software selloff. During the quarter, its platformization strategy continued to demonstrate strength by convincing customers to consolidate security on one integrated platform. The view is that AI-driven, real-time threats will require effective communication across enterprise security, and Palo Alto seems best positioned to win and gain share over the long term.
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