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Palo Alto Networks
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Palo Alto Networks (PANW US) - AI-Related ARR Continues Ramping Up
Equity Bottom-Up
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22 May 2025 12:02
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Our FY25E revenue and non-GAAP net profit forecast remain largely unchanged, and our TP is nudged down to US$229.7 (was US$230.3)...
What is covered in the Full Insight:
Introduction to Palo Alto Networks' 3QFY25 Results
Revenue and Profitability Overview
Next-Generation Security Performance
Platformization Strategy Progress
FY25 Guidance and Analyst View
SUMMARY
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Palo Alto Networks (PANW US) - AI-Related ARR Continues Ramping Up
22 May 2025
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