Added to YB: 2026-01-28
Pitch date: 2026-01-26
PANW [neutral]
Palo Alto Networks, Inc.
-19.42%
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
$106.2B
Pitch Price
$187.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
64.64
P/E
84.60
EV/Sales
10.32
Sector
Software
Category
growth
Palo Alto Networks (PANW): Platformization Strategy Under Execution Pressure
PANW (quick overview): Cybersecurity leader w/ $2.47B Q1 rev (+16% YoY), $5.85B NGS ARR (+29%). Platformization strategy driving enterprise upsells—customers >$20M ARR +80% YoY. 23 Gartner leadership positions across network/cloud/SOC. But growth decelerating to 14% guidance vs historical 20%+, facing CrowdStrike/Zscaler competition.
Read full article (2 min)