From Seekingalpha · Nicolas Bolsinger · · 40s
Palo Alto Networks Stock Growth Analysis
Palo Alto Networks stock up 90% in 2026 but valuation at 84x earnings is unsustainable.
In brief
Palo Alto Networks stock up 90% in 2026 but valuation at 84x earnings is unsustainable. Palo Alto Networks stock grew 34% in two quarters but valuation at 84x earnings is unsustainable. Originally reported by Seekingalpha.
Stock Performance
Palo Alto Networks stock up 90% in 2026 with revenue growth doubling to 34% in two quarters.
Valuation Concerns
Stock trades at 84x FY27 earnings for just 9% earnings growth, rated SELL by analyst.
Acquisition Impact
Recent revenue acceleration driven by Chronosphere and CyberArk acquisitions, organic growth at 14-15%.
Financial Challenges
Acquisitions raised share count 19%, lagging EPS growth and declining GAAP operating income.
The main idea
Palo Alto Networks stock grew 34% in two quarters but valuation at 84x earnings is unsustainable.
