Added to YB: 2026-02-20
Pitch date: 2026-02-18
PANW [neutral]
Palo Alto Networks, Inc.
-0.98%
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
$152.48
Price Target
280.00 (+85%)
Dividend
N/A
EV/EBITDA
64.64
P/E
84.60
EV/Sales
10.32
Sector
Software
Category
growth
Palo Alto (PANW) 2QFY26 Earnings: Won the Quarter. Lost the Stock.
PANW (earnings): Q2 beat on rev ($2.59B), EPS ($1.03), NGS ARR ($6.33B, +28%), but stock -8% on margin cut to 28.5-29% & EPS guide miss ($0.78-80 vs $0.92) from CyberArk dilution. Thesis: only vendor w/ enforcement authority across identity/network/endpoint/cloud for AI-speed threats. Bull $260-80 (35-38x P/E), Base $190-210, Bear $120-30
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