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Stock impact report

Palo Alto Networks Still Has Room To Run Despite A Rich Valuation [Seeking Alpha]

Palo Alto Networks, Inc. (PANW) 
Last palo alto networks, inc. earnings: 2/24 04:15 pm Check Earnings Report
Company Research Source: Seeking Alpha
PANW's premium valuation is justified by robust recurring revenue, strong free cash flow, and successful integration of CyberArk and Chronosphere. Management targets $20B NGS ARR by 2030 and a 40% free cash flow margin by FY28, with ongoing execution on integration and margin expansion. Key risks include integration missteps, distributor concentration, and margin pressure from competition, but sector trends and execution support the bull case. Sundry Photography/iStock Editorial via Getty Images Palo Alto Networks ( PANW ) still looks strong heading into Q3 and beyond. The company keeps posting big numbers in Next-Generation Security (NGS), has made good moves with deals like CyberArk and Chronosphere, and keeps growing both recurring revenue and profit margins, with Q2 NGS Show less Read more
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