Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-09-02

Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — what comes next? Nick breaks down how Palo Alto expanded from network security into cloud security through acquisitions, including the completed CyberArk deal (identity and access management), plus newer moves into AI agent security (Console) and observability (Embrace, complementing Chronosphere). On the financials: FY2026 revenue rose 24% to nearly $11.5B, with growth accelerating after CyberArk, while GAAP net income fell on stock-based compensation and amortization. Free cash...