$PANW | Palo Alto Networks Q4 2025 Highlights

4 months ago

Uncle Stock Notes

"PANW (earnings update): Q4 rev $2.5B (+16%), EPS $0.95 (+29%), exceeding expectations. NGS ARR $5.6B (+32%) driving growth. 29% op margin. Platform strategy validated, with high-quality recurring revenue & $15.8B RPO (+24%). Founder Zuk retiring, Klarich takes CTO role to lead AI security. Fair value $158-$203, currently trading at $184.82. Risks: IT spending slowdown, competition from ZS/CRWD."

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