2024-06-18 05:17:07 ET
Summary
- Palo Alto Networks demonstrates strong revenue momentum and robust operating leverage, driving innovation and fostering promising new partnerships.
- New partnerships with technology and consulting giants, combined with a strong focus on innovation, enhance PANW's positioning in the thriving AI-driven cybersecurity niche.
- My DCF model suggests that the current share price is compelling, since there is an 18% upside potential left.
Investment thesis
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For further details see:
Palo Alto Networks: Efficiently Absorbing Tailwinds