Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-28
PANW [bullish]
Palo Alto Networks, Inc.
+17.08%
current return
Author Info
MayTech Global Investments, LLC, is a 100% independent, employee-owned investment management firm which focuses on managing global growth portfolios. We have a deep research culture, with portfolio managers investing globally for more than 20 years on average. Sign up for the newsletter.
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
$319.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
158.25
P/E
826.63
EV/Sales
23.52
Sector
Software
Category
growth
Maytech Global Investments Portfolio Holding: Palo Alto Networks, Inc.
PANW (hold): Palo Alto Networks continued to see strong customer demand, helped by its inclusion in Anthropic’s Project Glasswing, which enhances its ability to identify and respond to cyber threats. Rapid AI data-center construction also increased demand for network-security hardware, driving stronger-than-expected sales; increasingly frequent and sophisticated AI-powered attacks should support demand for advanced cybersecurity solutions.
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