Added to YB: 2025-08-21
Pitch date: 2025-08-19
PANW [neutral]
Palo Alto Networks, Inc.
+2.84%
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
$129.6B
Pitch Price
$181.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
83.38
P/E
117.64
EV/Sales
13.16
Sector
Software
Category
growth
Palo Alto Networks Q2 2025 Earnings Analysis
PANW (earnings update): Rev $2.54B (+15.8% YoY), beat est 1.4%. NGS ARR $5.58B (+32.2% YoY), AI ARR $545M (2.5x). Op margin 30.3% (+3.4pp), FCF margin 36.8% (+15.6pp). Product rev +19.4%, SASE ARR +35%, XSIAM ARR +25%. Net margin 10% (-6.3pp). FY25 guide $10.5B (+22.5% YoY).
Read full article (6 min)