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PANW

PANW — Ruslan Averin's Analysis · 2 entries

  1. Palo Alto Hit a Record at 85 Times Earnings. The ARR Explains Half of It
    ·6 min read

    Palo Alto Hit a Record at 85 Times Earnings. The ARR Explains Half of It

    Palo Alto's next-gen security ARR reached $8.13 billion, up 60%, with about $1.6 billion of that acquired. The stock hit a record at 85 times earnings.

  2. Palo Alto Networks (PANW): Platformization and Its Price
    ·8 min

    Palo Alto Networks (PANW): Platformization and Its Price

    PANW is executing a difficult strategic pivot toward full-stack security while trading at 20x revenue. The RPO-to-revenue gap is the single metric that decides.