Added to YB: 2026-02-20
Pitch date: 2026-02-18
PANW [neutral]
Palo Alto Networks, Inc.
-0.98%
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
$106.2B
Pitch Price
$152.48
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 Q4 2025 Earnings Analysis
PANW (earnings): Q2 rev $2.59B (+15% YoY), EPS $1.03 beat est 9.6%. NGS ARR $6.33B (+33% YoY), Net New ARR $430M (+65% YoY), RPO $16B (+23%). XSIAM >$500M ARR w/600+ customers, SASE >$1.5B ARR (+40%). Op margin 30.3%. CyberArk adds $1.2B ARR, Chronosphere $200M. FY26 guide $11.28-11.31B raised. Risks: GM down, FCF margin 14.8% (-7.8pps), dilution from M&A.
Read full article (6 min)