NasdaqGS:PANWSoftware
How AI-Focused Deals and Margin Pressures At Palo Alto Networks (PANW) Have Changed Its Investment Story
Palo Alto Networks recently drew fresh attention after strong year-over-year revenue growth above 20%, high-profile analyst endorsements, and renewed discussion of its AI-centered cybersecurity platforms and acquisitions, including approval of its US$3.35 billion Chronosphere deal and interest in AI-focused targets like Koi Security.
At the same time, insider share sales, weaker-than-expected billings growth, and rising hardware input costs are tempering enthusiasm, giving investors a more...