Palo Alto Networks Inc (PANW)

$227.79 +12.19 (5.65%)
Market Cap 174.35B
Revenue (ttm) 9.22B
Net Income (ttm) 1.13B
EPS (ttm) N/A
PE Ratio 100.91
Forward PE 97.25
Profit Margin 12.30%
Debt to Equity Ratio 0.00
Volume 9,289,746
Avg Vol 7,726,466
Day's Range N/A - N/A
Shares Out 816.00M
Stochastic %K 99%
Beta 0.77
Analysts Strong Sell
Price Target $209.18

Company Profile

Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers' entire AI ecosystem. It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline netwo...

Industry: Software - Infrastructure
Sector: Technology
Phone: 408 753 4000
Address:
3000 Tannery Way, Santa Clara, United States
IN0V8
IN0V8 Aug. 20 at 2:10 PM
$PANW BMO raises target price to $415 from $335
0 · Reply
tonyp262
tonyp262 Aug. 20 at 11:38 AM
$CRWD should benefit from $PANW signing a strategic alliance with NTT Data showing that the sector is here to stay
0 · Reply
sunman20201
sunman20201 Aug. 20 at 11:24 AM
$PANW no brainer absolutely buying
0 · Reply
TanyaSanchez322
TanyaSanchez322 Aug. 20 at 7:28 AM
$RTX $PM $BABA $PANW $RY RTX benefits from defense and aerospace spending, Philip Morris benefits from tobacco and nicotine-product demand, Alibaba remains tied to Chinese consumption and cloud growth, Palo Alto Networks benefits from cybersecurity spending, and Royal Bank of Canada provides diversified financial exposure. I'm watching defense orders, consumer trends, Chinese demand, security budgets, and credit conditions.
0 · Reply
Xen_TorpedoCapital
Xen_TorpedoCapital Aug. 20 at 4:05 AM
$PANW $SMH $SOXL $MU $SNDK Among top 220 by market cap, my model is BULLISH PANW for today
0 · Reply
calmwater2000
calmwater2000 Aug. 20 at 1:57 AM
$PANW $CRWD $DELL $SMCI After three big down days in a row, there’s a good chance we’ll see a strong rebound tomorrow.
0 · Reply
ryank3030
ryank3030 Aug. 19 at 8:42 PM
Price targets on $PANW getting bumped by half the street this week. Here's what nobody's posting: chasing after the upgrades is the trap. The real edge is buying a strong name on the rare day it's briefly out of favor, then selling into the snapback. Boring, repeatable, not a moonshot. Next one's coming.
0 · Reply
Badinvestor50
Badinvestor50 Aug. 19 at 7:58 PM
$CRWD $PANW $S Unreal. We ended up having a worse day than $CRWD. We’re up 3% on them at one point, we’re closing worse. 18 dollars here we come
0 · Reply
DeepValueStocks
DeepValueStocks Aug. 19 at 7:56 PM
$PANW Put/Call ratio is BEARISH https://optioncharts.io/options/PANW This is not surprising given that PANW's P/S ratio is significantly higher than Sentinel One's and analysts have both companies growing revenues around 20-21% No wonder Sentinel One's Put/Call ratio is extremely BULLISH https://optioncharts.io/options/S
0 · Reply
calmwater2000
calmwater2000 Aug. 19 at 5:54 PM
$PANW $CRWD no fear. buy the dip again today.
0 · Reply
Latest News on PANW
Palo Alto Networks price target raised to $415 from $335 at BMO Capital

2026-08-20T13:11:43.000Z - 1 hour ago

Palo Alto Networks price target raised to $415 from $335 at BMO Capital

CRWD

Zero Networks expands Palo Alto Networks integration

2026-08-20T13:05:12.000Z - 1 hour ago

Zero Networks expands Palo Alto Networks integration

Zero Networks Expands Palo Alto Networks Integration to Deliver Zero-Touch Containment and AI Security

Aug 20, 2026, 9:00 AM EDT - 2 hours ago

Zero Networks Expands Palo Alto Networks Integration to Deliver Zero-Touch Containment and AI Security

Axis Communications Joins Palo Alto Networks Program as Founding Partner in New Initiative to Help Organizations Mitigate Software Vulnerabilities

Aug 20, 2026, 9:00 AM EDT - 2 hours ago

Axis Communications Joins Palo Alto Networks Program as Founding Partner in New Initiative to Help Organizations Mitigate Software Vulnerabilities

Palo Alto Networks, NTT Data announce multi-year strategic alliance

2026-08-20T10:05:47.000Z - 4 hours ago

Palo Alto Networks, NTT Data announce multi-year strategic alliance

NTT DATA and Palo Alto Networks Sign Global Strategic Alliance to Accelerate Secure AI Transformation

Aug 20, 2026, 6:00 AM EDT - 5 hours ago

NTT DATA and Palo Alto Networks Sign Global Strategic Alliance to Accelerate Secure AI Transformation

Palo Alto Networks Introduces Frontier AI Critical Defense Program

Aug 19, 2026, 9:04 AM EDT - 1 day ago

Palo Alto Networks Introduces Frontier AI Critical Defense Program

Palo Alto Networks price target raised to $390 from $300 at UBS

2026-08-19T12:06:39.000Z - 1 day ago

Palo Alto Networks price target raised to $390 from $300 at UBS

Palo Alto Networks price target raised to $425 from $340 at Cantor Fitzgerald

2026-08-19T11:35:34.000Z - 1 day ago

Palo Alto Networks price target raised to $425 from $340 at Cantor Fitzgerald

Palo Alto Networks price target raised to $415 from $305 at Mizuho

2026-08-19T11:25:38.000Z - 1 day ago

Palo Alto Networks price target raised to $415 from $305 at Mizuho

Palo Alto Networks price target raised to $415 from $330 at Stifel

2026-08-19T11:10:19.000Z - 1 day ago

Palo Alto Networks price target raised to $415 from $330 at Stifel

Palo Alto Networks price target raised to $435 from $375 at Truist

2026-08-19T10:30:27.000Z - 1 day ago

Palo Alto Networks price target raised to $435 from $375 at Truist

Stanley Druckenmiller ditched these chip plays before the selloff. Here's how he's playing the tech sector now.

Aug 17, 2026, 10:29 AM EDT - 3 days ago

Stanley Druckenmiller ditched these chip plays before the selloff. Here's how he's playing the tech sector now.

AMD AMZN GOOG GOOGL IWM META TSLA

Palo Alto Networks price target raised to $475 from $420 at Wells Fargo

2026-08-17T10:45:39.000Z - 3 days ago

Palo Alto Networks price target raised to $475 from $420 at Wells Fargo

Palo Alto Networks price target raised to $415 from $320 at Citizens

2026-08-17T10:18:41.000Z - 3 days ago

Palo Alto Networks price target raised to $415 from $320 at Citizens

CRWD

Palo Alto Networks price target raised to $400 from $360 at TD Cowen

2026-08-17T09:42:19.000Z - 3 days ago

Palo Alto Networks price target raised to $400 from $360 at TD Cowen

Palo Alto Networks price target raised to $434 from $330 at RBC Capital

2026-08-16T13:34:51.000Z - 4 days ago

Palo Alto Networks price target raised to $434 from $330 at RBC Capital

Two AI Security Winners to Own Now

Aug 13, 2026, 4:27 PM EDT - 6 days ago

Two AI Security Winners to Own Now

FTNT

PANW, CRWD: Citizens Raises Price Targets Ahead of Earnings, Sees AI-Driven Demand

2026-08-12T16:26:16.000Z - 7 days ago

PANW, CRWD: Citizens Raises Price Targets Ahead of Earnings, Sees AI-Driven Demand

CRWD

AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity

Aug 11, 2026, 10:58 PM EDT - 8 days ago

AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity

CRWD

NVDA Makes $500B AI Infrastructure Push, CRWD & PANW Tap All-Time Highs

Aug 11, 2026, 8:30 AM EDT - 9 days ago

NVDA Makes $500B AI Infrastructure Push, CRWD & PANW Tap All-Time Highs

NVDA CRWD

Cybersecurity Stocks Surge, With Palo Alto Networks and CrowdStrike Leading the Charge

Aug 10, 2026, 5:16 PM EDT - 9 days ago

Cybersecurity Stocks Surge, With Palo Alto Networks and CrowdStrike Leading the Charge

CRWD

CrowdStrike, Palo Alto hit records after Black Hat cyber conference illuminates rising AI threat

Aug 10, 2026, 1:49 PM EDT - 9 days ago

CrowdStrike, Palo Alto hit records after Black Hat cyber conference illuminates rising AI threat

CRWD

Jim Cramer highlights 5 investing themes — and the stocks to buy for each

Aug 6, 2026, 6:23 PM EDT - 13 days ago

Jim Cramer highlights 5 investing themes — and the stocks to buy for each

AMAT AXP COF CRWD GS JNJ KLAC

Hackers Target Wall Street in New Set of Attacks

Aug 6, 2026, 4:06 PM EDT - 13 days ago

Hackers Target Wall Street in New Set of Attacks

CRWD FTNT NET

China launches cybersecurity review into Palo Alto Networks, Bloomberg says

2026-08-06T18:41:38.000Z - 13 days ago

China launches cybersecurity review into Palo Alto Networks, Bloomberg says

TD ups Palo Alto target, views China review story as ‘noise’

2026-08-06T18:41:31.000Z - 13 days ago

TD ups Palo Alto target, views China review story as ‘noise’

China launches cybersecurity review into Palo Alto Networks products

Aug 6, 2026, 7:09 AM EDT - 14 days ago

China launches cybersecurity review into Palo Alto Networks products

How Palo Alto Wants AI to Patch Cyber Threats in Hours

Aug 4, 2026, 2:13 PM EDT - 15 days ago

How Palo Alto Wants AI to Patch Cyber Threats in Hours

FireMon Integrates with Palo Alto Networks to Help Enterprises Strengthen Security Policy Governance Across Hybrid Environments

Aug 4, 2026, 9:00 AM EDT - 16 days ago

FireMon Integrates with Palo Alto Networks to Help Enterprises Strengthen Security Policy Governance Across Hybrid Environments

Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on Tuesday, September 1, 2026

Aug 3, 2026, 8:30 AM EDT - 17 days ago

Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on Tuesday, September 1, 2026

Palo Alto Networks (PANW) Price Forecast: Is a Deeper Correction Taking Shape?

Jul 27, 2026, 5:11 PM EDT - 23 days ago

Palo Alto Networks (PANW) Price Forecast: Is a Deeper Correction Taking Shape?

CBTS Achieves Palo Alto Networks Advanced Specializations Across Network, Cloud, and Security Operations

Jul 22, 2026, 9:00 AM EDT - 4 weeks ago

CBTS Achieves Palo Alto Networks Advanced Specializations Across Network, Cloud, and Security Operations

Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative' on Software Stocks. These Are Their Picks

Jul 21, 2026, 5:46 PM EDT - 4 weeks ago

Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative' on Software Stocks. These Are Their Picks

CRWD DDOG IGV MSFT NET NOW SHOP

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Jul 21, 2026, 4:10 PM EDT - 4 weeks ago

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

Jul 21, 2026, 3:42 PM EDT - 4 weeks ago

Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

Why Palo Alto Stock Can Be a Big Winner in Cybersecurity's New AI Era

Jul 21, 2026, 8:51 AM EDT - 4 weeks ago

Why Palo Alto Stock Can Be a Big Winner in Cybersecurity's New AI Era

Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts

Jul 18, 2026, 5:30 AM EDT - 4 weeks ago

Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts

MU NVDA CRWD

Palo Alto Networks' stock has been on a tear — and it could go even higher, according to these bulls

Jul 16, 2026, 1:42 PM EDT - 4 weeks ago

Palo Alto Networks' stock has been on a tear — and it could go even higher, according to these bulls

3 stocks riding the wave from IBM's earnings disaster

Jul 15, 2026, 4:52 AM EDT - 5 weeks ago

3 stocks riding the wave from IBM's earnings disaster

CHKP FTNT

Cybersecurity stocks rally on AI spending change comments from IBM's Krishna

Jul 14, 2026, 2:41 PM EDT - 5 weeks ago

Cybersecurity stocks rally on AI spending change comments from IBM's Krishna

CRWD NTSK OKTA S SAIL ZS

Palo Alto CEO Arora says AI pricing needs to fall 90% as token costs skyrocket

Jul 9, 2026, 1:10 PM EDT - 5 weeks ago

Palo Alto CEO Arora says AI pricing needs to fall 90% as token costs skyrocket

Palo Alto Networks CEO: We need to see the pricing for AI come down

Jul 9, 2026, 10:49 AM EDT - 6 weeks ago

Palo Alto Networks CEO: We need to see the pricing for AI come down

Shares Soar on Palo Alto's 60% Next Gen Security Growth

Jul 8, 2026, 7:15 AM EDT - 6 weeks ago

Shares Soar on Palo Alto's 60% Next Gen Security Growth

Here's the key risk facing the Palo Alto Networks stock today

Jul 7, 2026, 9:16 AM EDT - 6 weeks ago

Here's the key risk facing the Palo Alto Networks stock today

MSFT, GE & PANW: Finding Value in a Stock Picker's Market

Jul 6, 2026, 8:00 PM EDT - 6 weeks ago

MSFT, GE & PANW: Finding Value in a Stock Picker's Market

GE MSFT

Palo Alto Networks stock hits record high as analysts raise price targets

Jul 6, 2026, 1:25 PM EDT - 6 weeks ago

Palo Alto Networks stock hits record high as analysts raise price targets

Software stocks have rarely seen such divergent performances. Here's how to pick winners.

Jul 6, 2026, 1:21 PM EDT - 6 weeks ago

Software stocks have rarely seen such divergent performances. Here's how to pick winners.

ADBE CDNS CRM CRWD DDOG IOT MSFT

Palo Alto, CrowdStrike wrap best quarter ever as AI threats bolster cyber demand

Jun 30, 2026, 4:13 PM EDT - 7 weeks ago

Palo Alto, CrowdStrike wrap best quarter ever as AI threats bolster cyber demand

CRWD

Chinese AI Is Closing in on US Rivals. That's Good News for CrowdStrike and These 3 Stocks.

Jun 30, 2026, 11:34 AM EDT - 7 weeks ago

Chinese AI Is Closing in on US Rivals. That's Good News for CrowdStrike and These 3 Stocks.

CRWD QLYS TENB

PANW stock is surging amid cybersecurity demand, but key risks remain

Jun 30, 2026, 11:16 AM EDT - 7 weeks ago

PANW stock is surging amid cybersecurity demand, but key risks remain

Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills

Jun 25, 2026, 4:35 AM EDT - 2 months ago

Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills

IBM, Red Hat and Palo Alto Networks Expand Project Lightwell to Help Organizations Respond to Software Vulnerabilities

Jun 24, 2026, 9:00 AM EDT - 2 months ago

IBM, Red Hat and Palo Alto Networks Expand Project Lightwell to Help Organizations Respond to Software Vulnerabilities

IBM

Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test

Jun 5, 2026, 4:19 PM EDT - 2 months ago

Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test

CRWD

Palo Alto's Stock Rally Hits Pause After Earnings. Stick With Our Recent Pick.

Jun 4, 2026, 4:18 AM EDT - 2 months ago

Palo Alto's Stock Rally Hits Pause After Earnings. Stick With Our Recent Pick.

Palo Alto beats estimates, but stock slips despite AI security boom

Jun 3, 2026, 11:58 AM EDT - 2 months ago

Palo Alto beats estimates, but stock slips despite AI security boom

Three reasons Palo Alto Networks' stock is falling in the face of upbeat earnings

Jun 3, 2026, 10:07 AM EDT - 2 months ago

Three reasons Palo Alto Networks' stock is falling in the face of upbeat earnings

Intel, Marvell, Palo Alto, and More Stocks That Explain Today's Market

Jun 3, 2026, 7:29 AM EDT - 2 months ago

Intel, Marvell, Palo Alto, and More Stocks That Explain Today's Market

INTC MRVL

Palo Alto Networks CEO Nikesh Arora goes one-on-on with Jim Cramer

Jun 2, 2026, 7:54 PM EDT - 2 months ago

Palo Alto Networks CEO Nikesh Arora goes one-on-on with Jim Cramer

Palo Alto CEO says customer meeting requests have surged amid AI security concerns

Jun 2, 2026, 6:55 PM EDT - 2 months ago

Palo Alto CEO says customer meeting requests have surged amid AI security concerns

Palo Alto Networks' stock is rising as earnings show AI is a friend, not a foe

Jun 2, 2026, 5:21 PM EDT - 2 months ago

Palo Alto Networks' stock is rising as earnings show AI is a friend, not a foe

Palo Alto raises annual forecasts on strong AI cybersecurity demand, shares surge

Jun 2, 2026, 4:52 PM EDT - 2 months ago

Palo Alto raises annual forecasts on strong AI cybersecurity demand, shares surge

Palo Alto Networks Earnings Call Transcript: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months ago

Palo Alto Networks Earnings Call Transcript: Q3 2026

Palo Alto Networks Slides: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months ago

Palo Alto Networks Slides: Q3 2026

Palo Alto Networks Earnings release: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months ago

Palo Alto Networks Earnings release: Q3 2026

Palo Alto Networks Quarterly report: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months ago

Palo Alto Networks Quarterly report: Q3 2026

Palo Alto Networks Revenue Rises as Customers Beef Up Cyber Defenses

Jun 2, 2026, 4:24 PM EDT - 2 months ago

Palo Alto Networks Revenue Rises as Customers Beef Up Cyber Defenses

Palo Alto Networks pops 12% on earnings beat, rosy guidance

Jun 2, 2026, 4:20 PM EDT - 2 months ago

Palo Alto Networks pops 12% on earnings beat, rosy guidance

IN0V8
IN0V8 Aug. 20 at 2:10 PM
$PANW BMO raises target price to $415 from $335
0 · Reply
tonyp262
tonyp262 Aug. 20 at 11:38 AM
$CRWD should benefit from $PANW signing a strategic alliance with NTT Data showing that the sector is here to stay
0 · Reply
sunman20201
sunman20201 Aug. 20 at 11:24 AM
$PANW no brainer absolutely buying
0 · Reply
TanyaSanchez322
TanyaSanchez322 Aug. 20 at 7:28 AM
$RTX $PM $BABA $PANW $RY RTX benefits from defense and aerospace spending, Philip Morris benefits from tobacco and nicotine-product demand, Alibaba remains tied to Chinese consumption and cloud growth, Palo Alto Networks benefits from cybersecurity spending, and Royal Bank of Canada provides diversified financial exposure. I'm watching defense orders, consumer trends, Chinese demand, security budgets, and credit conditions.
0 · Reply
Xen_TorpedoCapital
Xen_TorpedoCapital Aug. 20 at 4:05 AM
$PANW $SMH $SOXL $MU $SNDK Among top 220 by market cap, my model is BULLISH PANW for today
0 · Reply
calmwater2000
calmwater2000 Aug. 20 at 1:57 AM
$PANW $CRWD $DELL $SMCI After three big down days in a row, there’s a good chance we’ll see a strong rebound tomorrow.
0 · Reply
ryank3030
ryank3030 Aug. 19 at 8:42 PM
Price targets on $PANW getting bumped by half the street this week. Here's what nobody's posting: chasing after the upgrades is the trap. The real edge is buying a strong name on the rare day it's briefly out of favor, then selling into the snapback. Boring, repeatable, not a moonshot. Next one's coming.
0 · Reply
Badinvestor50
Badinvestor50 Aug. 19 at 7:58 PM
$CRWD $PANW $S Unreal. We ended up having a worse day than $CRWD. We’re up 3% on them at one point, we’re closing worse. 18 dollars here we come
0 · Reply
DeepValueStocks
DeepValueStocks Aug. 19 at 7:56 PM
$PANW Put/Call ratio is BEARISH https://optioncharts.io/options/PANW This is not surprising given that PANW's P/S ratio is significantly higher than Sentinel One's and analysts have both companies growing revenues around 20-21% No wonder Sentinel One's Put/Call ratio is extremely BULLISH https://optioncharts.io/options/S
0 · Reply
calmwater2000
calmwater2000 Aug. 19 at 5:54 PM
$PANW $CRWD no fear. buy the dip again today.
0 · Reply
Housemoney411
Housemoney411 Aug. 19 at 5:33 PM
$PANW buy the dip
0 · Reply
Badinvestor50
Badinvestor50 Aug. 19 at 4:08 PM
$S not being able to shake $PANW is also frustrating. That’s almost much a dog as $CRWD. Oh well. Beat and a raise and none of this matters. Miss and reduction also none of this matters. Earnings is scary
2 · Reply
Treadwater
Treadwater Aug. 19 at 2:45 PM
$SPY $QQQ Software up nicely Yet these guys down $CRWD $PANW $FTNT Wonder if there might be a Reversal in store
0 · Reply
Pearl_Power
Pearl_Power Aug. 19 at 2:24 PM
$PANW $CRWD cybersec finally in abc-correction now. no new ATHs for weeks.
1 · Reply
focafoca99
focafoca99 Aug. 19 at 1:25 PM
$PANW debuts its Frontier AI Critical Defense Program to protect critical infrastructure. https://www.rapidticker.com/news/panw-palo-alto-networks-introduces-frontier-1b134f
0 · Reply
RockyTSTH
RockyTSTH Aug. 19 at 1:15 PM
$PANW Palo Alto Networks Announces Frontier AI Critical Defense Program, Expanding Collaboration To Include Anthropic, OpenAI, Mitsubishi, And Axis Communications
0 · Reply
Lucky0209
Lucky0209 Aug. 19 at 12:10 PM
$PANW Four PT raises today. Someone has to know something. And yet the stock is down premarket. A really odd market! Still very bullish on where this stock goes in the near term.
1 · Reply
DonCorleone77
DonCorleone77 Aug. 19 at 10:44 AM
$PANW Palo Alto Networks price target raised to $435 from $375 at Truist Truist raised the firm's price target on Palo Alto Networks to $435 from $375 and keeps a Buy rating on the shares as part of an off-cycle software earnings preview. The "setup appears constructive" as cyber spending remains resilient, the analyst tells investors in a research note. However, Truist says cyber budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. The firm favors Rubrik and Sailpoint heading into earnings, saying both are positioned for "beat-and-raise quarters."
0 · Reply
sunman20201
sunman20201 Aug. 19 at 7:05 AM
$PANW continue adding
0 · Reply
AJakobi238
AJakobi238 Aug. 19 at 6:43 AM
$PANW potentially the largest crash/correction in 18 years is underway. The monthly reports you have been fed about coi reports employment reports and AI in general are all coming unraveled there is nothing to be bullish about in ANY sector, it won’t make a v shaped recovery this time… what you lose now will take years to recoup. You were warned
1 · Reply
Lucky0209
Lucky0209 Aug. 19 at 6:33 AM
$PANW
0 · Reply
DeepValueStocks
DeepValueStocks Aug. 18 at 10:50 PM
$PANW If Sentinel One(S) improves their margins and profitability significantly 2Q27, all 37 analysts will have to reprice and revalue Sentinel One to at least a P/S multiple that is half (-50%) of PANW, given that both companies have identical revenue growth metrics for full year 2027. If Sentinel One(S) trades at just HALF(-50%)... the P/S multiple as PANW, Sentinel One's share price would soar to approximately.......$42 Rev Growth P/S Ratio Debt Anthropic Stake PANW 20-21% 26 $2B+ No S 20-21% 7 0 Yes ($500M est.) Sentinel One vs The Competition (Technology Comparison) https://www.sentinelone.com/vs/competition/ Sentinel One(S) also has the highest institutional ownership in the pure play group: *96.58% https://www.nasdaq.com/market-activity/stocks/s/institutional-holdings
0 · Reply