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Palo Alto Networks, Inc. (PANW): A Bull Case Theory

We came across a bullish thesis on Palo Alto Networks, Inc. on Disruptive analytics’ Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on PANW. Palo Alto Networks, Inc.'s share was trading at $190.52 as of August 29th. PANW’s trailing and forward P/E were 119.08 and 50.00 respectively according to Yahoo Finance.

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Palo Alto Networks (PANW) reinforced its leadership in cybersecurity with 16% year-over-year revenue growth in Q4 fiscal 2025,...