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Palo Alto Networks Stock Rally: Sustainable Momentum or Overbought?
Palo Alto Networks Stock Rally: Sustainable Momentum or Overbought?
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BTCCSquare news:
Palo Alto Networks (PANW) has surged 15% since mid-August, fueled by strong fiscal Q4 results and optimistic guidance. The cybersecurity firm reported $2.5 billion in quarterly revenue (up 16% YoY) with next-gen security ARR jumping 32% to $5.6 billion. CEO Nikesh Arora attributes the performance to disciplined execution in a challenging macro environment.
While RPO growth of 24% signals robust future revenue streams, analysts question whether the rally has outpaced fundamentals. The stock's valuation now appears to price in near-perfect execution, leaving little margin for error. Institutional investors remain divided—some see a secular winner in cybersecurity, others warn of crowded positioning.
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