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
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)