Added to YB: 2026-09-08
Pitch date: 2026-09-04
PANW [neutral]
Palo Alto Networks, Inc.
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
$271.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
136.70
P/E
833.15
EV/Sales
23.61
Sector
Software
Category
growth
Palo Alto: AI Security Comes Together
PANW (earnings): Palo Alto is beginning to demonstrate platform synergies from its acquisition spree: Q4 revenue rose 34% to $3.4B, net-new NGS ARR hit a record $970M, and platformizations increased 44% to roughly 220. FY27 revenue guidance of $14.1-$14.2B was above consensus, with a 38% adjusted FCF margin target. Early CyberArk and Chronosphere cross-selling is encouraging, but justifying a richer valuation remains the main challenge after the stock roughly doubled since March.
Read full article (3 min)