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Added to YB: 2026-06-05

Pitch date: 2026-06-03

PANW [neutral]

Palo Alto Networks, Inc.

+3.48%

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

$228.6B

Pitch Price

$269.86

Price Target

N/A

Dividend

N/A

EV/EBITDA

140.65

P/E

244.44

EV/Sales

21.46

Sector

Software

Category

growth

Show full summary:
Palo Alto Earnings Q1 2026

PANW (earnings): Q1'26 rev $3.0B (+31% YoY) beat 2%; organic rev +13.3%. NGS ARR $8.13B (+60%, organic +28%); RPO $18.4B (+36%). FCF margin 38.5%. XSIAM ARR $600M (+100%); Prisma AIRS 300+ customers. CyberArk/Chronosphere integration ahead of plan. FY26 guide raised. Risk: 20% share dilution, GAAP loss, supply chain.

Read full article (13 min)