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Added to YB: 2024-02-22

Pitch date: 2024-02-21

PANW [neutral]

Palo Alto Networks, Inc.

+35.62%

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

$133.6B

Pitch Price

$137.06

Price Target

300.00 (+57%)

Dividend

N/A

EV/EBITDA

86.07

P/E

121.32

EV/Sales

13.59

Sector

Software

Category

turnaround

Show full summary:
Palo Alto Networks, Inc.: What Lies Ahead for Cybersecurity Leader?

$PANW downgraded by Loop, Rosenblatt, Piper on new discounting strategy hurting billings & rev growth for 12-18mo; mgmt aims for $15B ARR by 2030 via consolidation & AI lead but uncertainty clouds progress visibility; still seen having strong LT product & competitive position

Read full article (3 min)