Added to YB: 2025-07-23
Pitch date: 2025-07-21
PANW [neutral]
Palo Alto Networks, Inc.
-7.01%
current return
Author Info
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Company Info
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$133.6B
Pitch Price
$199.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
86.07
P/E
121.32
EV/Sales
13.59
Sector
Software
Category
growth
Palo Alto Networks: Platform Strategy Paying Off, But Is the Growth Cycle Re-Accelerating?
PANW (overview - fairly valued): Platformization strategy shows early revival with 13.3% YoY Q1 growth, expected to hit 15.1% in Q2. Leading indicators strong: RPO +19.5%, NGS ARR +35%. $110B TAM with only 4% penetration. Wide moat via switching costs & network effects. Trading at 12.6x FWD EV/Sales, fair vs peers. Risks: subscription growth slowing.
Read full article (13 min)