42Stockpicking

PANW

Palo Alto NetworksKøb· 75.0%· 20. jun. 2026
NASDAQ·Technology·USD

Henter pris…

Værdiansættelse (TTM)

P/Ei
74,6
83rd %ile · 72p
EV/EBITDAi
P/Bi
21,5
68th %ile · 67p
P/Si
89,0
96th %ile · 69p
EV/Salesi
89,9
96th %ile · 69p
Div yieldi

Kursudvikling

Pris

Data-readiness

10 års prishistorik er idealet for høj confidence.

Beregnet 23.6.2026strong
Prishistorik
13,9 år
Pris-dage
3498
Årsregnskaber
16
Peers
0/0
Valuation
4/6
Fundamentals
8/8
Datovindue
2012-07-20 til 2026-06-18

Blokkere

  • Raw confidence is below the 0.95 high-confidence guardrail.

Mangler før højere confidence

  • Kør compute-multiples for manglende valuation metrics.

Seneste assessment

PANW vurderet 2026-06-23

Score
60.1%
Ikke high-confidence

Raw confidence is below the 0.95 high-confidence guardrail.

Sell watch placeholder

Stores exit-aware fields without issuing sell scores yet.

98%

Current drawdown: Future exit logic can use drawdown from recent high.

Trend break: Future exit logic can use moving-average trend breaks.

Valuation

Compares price paid with earnings, cash-generation proxies and sales.

6%

P/E: Reasonable P/E gets rewarded; very expensive or distressed multiples do not.

Earnings yield: Earnings yield is the inverse P/E lens.

Technicals

Checks trend, momentum and current damage from recent highs.

97%

6M momentum: Positive medium-term momentum confirms sponsorship.

Trend stack: Strong setup keeps price above MA50 and MA200 with MA50 above MA200.

Data quality

Checks whether the assessment has enough recent price, fundamental and valuation data.

80%

Price history depth: More than one trading year gives the technical pillar enough context.

Latest price freshness: Latest live or EOD price should be recent.

Macro/regime

Treats macro as context, not a standalone trading instruction.

46%

VIX: Normal volatility is supportive; panic or complacency is less clean.

10Y-2Y curve: Positive yield curve lowers recession stress.

Fundamentals

Scores growth, margins, capital efficiency, balance-sheet resilience and composite financial-health KPIs.

72%

Revenue growth 3Y: Sustained top-line growth supports durable compounding.

Gross margin: High gross margin gives room for reinvestment and downturns.

Peer/relative context

Adds relative context when sector peers have comparable data.

48%

Peer count: Peer context is only scored when comparable data exists.

P/E vs peers: Own P/E 74.6 vs peer median 15.8; premium is treated as a possible quality premium because growth and margins are clearly better than peers.

Insider activity

Net 90d (aktier)
-12.756
Net 90d (værdi)
-3.527.419 USD
Købere 90d
0
Cluster
DatoPersonRolleTypeAntalVærdiKilde
22.6.2026Bawa Aparna▼ SALG-345-100.109 USDsec
12.6.2026GOETZ JAMES J▼ SALG-1.400-389.040 USDsec
12.6.2026Bawa Aparna▼ SALG-536-150.080 USDsec
12.6.2026Key John P.▼ SALG-7.500-2.094.300 USDsec
11.6.2026Bawa Aparna▼ SALG-555-149.850 USDsec
10.6.2026Bawa Aparna▼ SALG-377-99.905 USDsec
1.6.2026Paul Josh D.Chief Accounting Officer▼ SALG-1.100-313.588 USDsec
1.6.2026Thorning-Schmidt Helle· ANDET-211-59.437 USDsec
22.5.2026Klarich LeeEVP Chief Product & Tech Ofcr▼ SALG-543-135.767 USDsec
20.5.2026Paul Josh D.Chief Accounting Officer▼ SALG-400-94.780 USDsec

Earnings

QuarterDateEPS actualEPS estEPS surpriseRevenue surprise
2026Q230.5.20260,850,80+6.6%Beat
2026Q12.3.20261,030,94+9.9%+6.6%Beat
2025Q430.11.20250,930,89+4.4%+9.9%Inline
2025Q330.8.20250,950,89+7.3%+4.4%Beat
2025Q230.5.20250,800,77+3.6%+7.3%Inline