Added to YB: 2025-10-17
Pitch date: 2025-10-15
PANW [neutral]
Palo Alto Networks, Inc.
-10.63%
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
$208.00
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: Platformization Pays Off — But Are Declining Gross Margins a Red Flag?
PANW (overview): Revenue growth re-accelerated to +15.8% YoY, driven by platformization strategy offering free products short-term for long-term lock-in. Record net new ARR, RPO +24% vs revenue. ~4% share of $110B TAM growing +14% CAGR. Strong moat via switching costs, network effects. Concerns: declining gross margins, premium valuation at 13.3x EV/Sales near highs, PEG 4.1x.
Read full article (14 min)